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RYSRX: GUGGENHEIM LONG SHORT EQUITY FUND CLASS P (MUTUAL FUND)
Basic Info 23.3 0.02(0.09%) March 28
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | (98%) |
Start Date: | 04/10/2002 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 0.22% |
Expenses | 1.76% |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/11/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 14.7 | 24.0 | 7.6 | 8.1 | 5.0 | 7.1 | 5.1 | 4.7 | 12.8 | -14.2 | 23.7 | 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 |
Sharpe Ratio | NA | 10.22 | 2.29 | 0.46 | 0.46 | 0.32 | NA | NA | 0.21 | 0.87 | -1.0 | 2.17 | 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 |
Draw Down(%) | NA | 1.5 | 4.1 | 22.0 | 22.7 | 32.8 | NA | NA | 54.9 | 4.4 | 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 |
Standard Deviation(%) | NA | 7.2 | 8.8 | 12.2 | 14.0 | 11.5 | NA | NA | 16.9 | 9.9 | 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 |
Treynor Ratio | NA | 4.41 | 0.48 | 0.11 | 0.12 | 0.07 | NA | NA | 0.05 | 0.18 | -0.31 | 0.45 | 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 | 0.19 | 0.03 | 0.0 | 0.0 | -0.01 | NA | NA | -0.01 | -0.01 | -0.02 | 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 | 0.17 | 0.42 | 0.51 | 0.52 | 0.51 | NA | NA | 0.73 | 0.49 | 0.5 | 0.53 | 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 |
RSquared | NA | 0.07 | 0.31 | 0.52 | 0.62 | 0.62 | NA | NA | 0.7 | 0.43 | 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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