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RYSRX: Guggenheim US Long Short Momentum H (MUTUAL FUND)
Basic Info 18.99 0.06(0.32%) February 03
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 04/11/2002 |
| Last Dividend Date: | 12/14/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.66% |
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Performance Analytics (As of 02/03/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.7 | 4.5 | -5.4 | 7.5 | 1.1 | 4.1 | 2.5 | 3.9 | -13.8 | 23.3 | 5.6 | 5.8 | -12.9 | 14.8 | 0.4 | 1.1 | 2.8 | 18.2 | 4.0 | -6.9 | 9.7 | 28.6 | -40.2 | 21.8 | 14.9 | 14.1 | 10.3 | 31.0 | -23.9 |
| SR | NA | 5.02 | -0.46 | 0.43 | 0.01 | 0.32 | NA | 0.18 | -0.98 | 2.14 | 0.26 | 0.43 | -1.25 | 1.92 | 0.03 | 0.14 | 0.37 | 2.78 | 0.41 | -0.32 | 0.43 | 1.14 | -1.14 | 0.84 | 0.67 | 0.81 | 0.64 | 1.61 | -1.47 |
| DD(%) | NA | 2.1 | 17.7 | 22.0 | 30.3 | 32.8 | NA | 54.9 | 21.6 | 7.3 | 22.4 | 10.0 | 20.5 | 4.1 | 6.9 | 4.9 | 8.8 | 2.6 | 8.5 | 20.7 | 21.7 | 21.4 | 46.8 | 16.4 | 19.4 | 9.3 | 14.2 | 14.4 | 29.1 |
| SD(%) | NA | 11.8 | 15.3 | 16.2 | 14.3 | 11.3 | NA | 17.3 | 15.5 | 10.9 | 20.6 | 10.1 | 11.4 | 7.4 | 6.5 | 7.8 | 7.5 | 6.5 | 9.7 | 21.5 | 22.1 | 24.9 | 36.1 | 22.4 | 17.4 | 14.7 | 14.6 | 18.8 | 21.9 |
| TR | NA | 1.2 | -0.14 | 0.13 | 0.0 | 0.07 | NA | 0.04 | -0.3 | 0.44 | 0.1 | 0.07 | -0.25 | 0.19 | 0.0 | 0.03 | 0.05 | 0.38 | 0.06 | -0.08 | 0.08 | 0.34 | -0.51 | 0.15 | 0.08 | 0.1 | 0.08 | 0.31 | -0.47 |
| Alpha(%) | NA | 0.02 | -0.02 | 0.01 | -0.02 | -0.01 | NA | -0.01 | -0.03 | 0.03 | -0.02 | -0.05 | -0.05 | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | -0.03 | 0.02 | -0.06 | 0.06 | -0.02 | 0.03 | -0.01 | 0.01 | -0.06 |
| Beta(%) | NA | 0.49 | 0.5 | 0.52 | 0.53 | 0.52 | NA | 0.74 | 0.5 | 0.52 | 0.53 | 0.62 | 0.57 | 0.75 | 0.37 | 0.38 | 0.55 | 0.48 | 0.62 | 0.85 | 1.16 | 0.84 | 0.8 | 1.25 | 1.43 | 1.21 | 1.19 | 0.98 | 0.69 |
| RS | NA | 0.49 | 0.62 | 0.67 | 0.67 | 0.64 | NA | 0.71 | 0.61 | 0.4 | 0.79 | 0.58 | 0.72 | 0.46 | 0.55 | 0.59 | 0.7 | 0.65 | 0.67 | 0.85 | 0.91 | 0.84 | 0.83 | 0.8 | 0.68 | 0.72 | 0.81 | 0.79 | 0.82 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/11/2002
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