ALPS Electrification Infrastructure ETF (ELFY) Performance
ELFY total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +5.7% since Dec 31, 2025
- 1 year
- +2.2% total return
- Since first price
- +43.6% since 2025
ELFY trailing returns vs SPY, QQQ, AGG
| Period | ELFY total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −5.5% | −5.5% | −1.0% | −5.0% | +0.9% |
| 3 months | −12.4% | −12.6% | +3.2% | +1.9% | −0.4% |
| 6 months | −13.8% | −14.2% | +7.8% | +8.4% | −1.5% |
| YTD | +5.7% | +4.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +2.2% | +1.1% | +14.4% | +15.9% | −1.1% |
| Since inceptionApr 10, 2025 | +43.6% | +41.3% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ELFY vs SPY
From Apr 10, 2025: ELFY grew to $14,359, SPY to $14,728.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ELFY returns by calendar year
2026 is year to date.
ELFY annual returns table
| Year | ELFY | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +5.7% | −18.6% | +12.3% | +15.1% | −1.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ELFY largest drawdowns
Now 18.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 2, 2026 | −18.6% | Oct 23, 2026 | not yet | 5 months | 5 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ELFY risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | +26.5% |
| Volatility (annualized) | 20.1% |
| Sharpe ratio | 1.09 |
| Sortino ratio | 2.05 |
| Best month | +11.2% |
| Worst month | −9.3% |
| Best 12 months | +57.7% |
| Worst 12 months | +8.8% |
| Positive months | 59% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ELFY rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 7 | +1.8% | +21.1% | +57.7% | 100% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
ELFY performance overview
ALPS Electrification Infrastructure ETF (ELFY) returned +2.2% over the past year, with distributions reinvested. Since its first recorded price on Apr 10, 2025 it has returned +43.6%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −18.6%, from Jun 2, 2026 to Oct 23, 2026; the fund has not yet regained that high. Volatility has been 20.1% a year.
Related: ELFY chart, ELFY holdings, ELFY dividends, ELFY valuation. See the ELFY overview for the latest quote and fund facts.
ELFY performance FAQ
What is the ELFY return over the past year?
ELFY returned +2.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.1%.
How much would $10,000 invested in ELFY be worth?
$10,000 invested in ELFY at its first recorded close on April 10, 2025 would be worth about $14,359 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of ELFY?
The largest peak-to-trough decline was −18.6% between June 2, 2026 and October 23, 2026. It has not yet recovered to that high; it is 18.6% below its peak.
How volatile is ELFY?
Over the past history ELFY had an annualized volatility of 20.1% and a Sharpe ratio of 1.09 (excess return over 1–3 month T-bills per unit of risk).