Elfun Trusts Elfun Fund Manager Performance Evaluation
| ELFNX Fund | USD 84.26 0.83 0.99% |
The fund shows a Beta (market volatility) of 0.0809, which means not very significant fluctuations relative to the market. As returns on the market increase, Elfun Trusts' returns are expected to increase less than the market. However, during the bear market, the loss of holding Elfun Trusts is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Elfun Trusts Elfun has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's basic indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...moreElfun |
Elfun Trusts Relative Risk vs. Return Landscape
If you would invest 9,600 in Elfun Trusts Elfun on December 19, 2024 and sell it today you would lose (1,174) from holding Elfun Trusts Elfun or give up 12.23% of portfolio value over 90 days. Elfun Trusts Elfun is currently producing negative expected returns and takes up 1.5905% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Elfun, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Elfun Trusts Current Valuation
Fairly Valued
Today
Please note that Elfun Trusts' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Elfun Trusts Elfun shows a prevailing Real Value of $85.83 per share. The current price of the fund is $84.26. We determine the value of Elfun Trusts Elfun from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Elfun Trusts is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Elfun Mutual Fund. However, Elfun Trusts' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 84.26 | Real 85.83 | Hype 84.26 | Naive 84.86 |
The intrinsic value of Elfun Trusts' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Elfun Trusts' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Elfun Trusts Elfun helps investors to forecast how Elfun mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Elfun Trusts more accurately as focusing exclusively on Elfun Trusts' fundamentals will not take into account other important factors: Elfun Trusts Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Elfun Trusts' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Elfun Trusts Elfun, and traders can use it to determine the average amount a Elfun Trusts' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1284
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | ELFNX |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.2 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Elfun Trusts is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Elfun Trusts by adding Elfun Trusts to a well-diversified portfolio.
Elfun Trusts Fundamentals Growth
Elfun Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Elfun Trusts, and Elfun Trusts fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Elfun Mutual Fund performance.
| Price To Earning | 22.79 X | ||||
| Price To Book | 2.92 X | ||||
| Price To Sales | 3.38 X | ||||
| Total Asset | 3.97 B | ||||
About Elfun Trusts Performance
Evaluating Elfun Trusts' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Elfun Trusts has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Elfun Trusts has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objectives by investing in equity securities of U.S. companies. The adviser considers a company to be a U.S. company if it generates at least 50 percent of its revenues or profits from business activities in the U.S., has at least 50 percent of its assets situated in the U.S. or has the principal trading market for its securities in the U.S.Things to note about Elfun Trusts Elfun performance evaluation
Checking the ongoing alerts about Elfun Trusts for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Elfun Trusts Elfun help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Elfun Trusts Elfun generated a negative expected return over the last 90 days | |
| The fund retains 99.49% of its assets under management (AUM) in equities |
- Analyzing Elfun Trusts' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Elfun Trusts' stock is overvalued or undervalued compared to its peers.
- Examining Elfun Trusts' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Elfun Trusts' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Elfun Trusts' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Elfun Trusts' mutual fund. These opinions can provide insight into Elfun Trusts' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Elfun Mutual Fund
Elfun Trusts financial ratios help investors to determine whether Elfun Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Elfun with respect to the benefits of owning Elfun Trusts security.
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