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GPM: Guggenheim Enhanced Equity Income Fund (CEF)


Basic Info    

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Asset Class:LARGE BLEND
MyPlanIQ Rating: Not Rated
Start Date:08/26/2005
Last Dividend Date:10/18/2021
12-Mo. Yield 8.78%
Expenses -
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Performance Analytics (As of 10/29/2021)

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Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
08/26/2005
2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) -10.2 78.1 17.0 14.1 12.2 -1.2 -2.1 45.5 -9.6 18.9 -23.8 5.0 -8.1 -21.2 -12.1 -3.1 -9.7 -21.6 -1.6 -8.2 -54.9 -23.8 1.7 -19.6
Sharpe Ratio NA 3.49 0.51 0.51 0.54 NA -0.12 2.48 -0.2 1.2 -1.19 0.34 -0.46 -1.1 -0.7 -0.18 -0.56 -0.8 -0.09 -0.29 -1.21 -1.41 -0.13 -2.4
Draw Down(%) NA 11.8 53.2 53.2 53.2 NA 80.6 11.8 53.2 8.5 33.2 11.2 17.2 26.6 22.7 19.9 24.8 30.3 23.3 26.9 62.5 30.7 16.9 19.8
Standard Deviation(%) NA 22.4 32.0 26.4 21.8 NA 24.1 23.0 47.8 14.6 21.1 12.9 17.8 19.3 17.3 17.5 17.3 27.1 19.9 28.4 45.9 19.2 12.4 20.6
Treynor Ratio NA 0.83 0.16 0.14 0.13 NA -0.03 0.64 -0.09 0.21 -0.27 0.06 -0.1 -0.24 -0.15 -0.04 -0.16 -0.32 -0.02 -0.11 -0.6 -0.36 -0.05 -2.5
Alpha NA 0.11 -0.01 -0.01 0.0 NA -0.04 0.1 -0.1 -0.02 -0.09 -0.04 -0.07 -0.09 -0.09 -0.09 -0.07 -0.09 -0.05 -0.1 -0.13 -0.13 -0.02 -0.26
Beta NA 0.94 1.01 0.99 0.91 NA 0.86 0.89 1.05 0.82 0.92 0.72 0.83 0.87 0.81 0.73 0.62 0.67 0.74 0.77 0.93 0.75 0.33 0.2
RSquared NA 0.29 0.56 0.54 0.5 NA 0.5 0.25 0.61 0.49 0.57 0.14 0.38 0.49 0.29 0.21 0.22 0.35 0.45 0.56 0.68 0.39 0.07 0.01

*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/26/2005

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