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RYSRX: GUGGENHEIM LONG SHORT EQUITY FUND CLASS P (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 04/10/2002 |
| Last Dividend Date: | 08/16/2024 |
| 12-Mo. Yield | 104.63% |
| Expenses | 1.76% |
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Performance Analytics (As of 01/14/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -490942.3 | NA | NA | NA | NA | NA | � | -507134.6 | 12.0 | -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 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | 0.8 | -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 | 0.0 | 440933.6 | 440933.6 | 440933.6 | 440933.6 | NA | NA | 440933.6 | 440933.6 | 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 | NA | NA | NA | NA | NA | NA | NA | NA | NA | 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 | NA | 13.58 | NA | NA | NA | NA | NA | NA | 14.22 | 0.16 | -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 | -0.01 | -1842.63 | -621.17 | -370.87 | -185.03 | NA | NA | -81.37 | -1834.33 | -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 | 0.0 | -361.39 | -87.4 | -30.75 | -22.75 | NA | NA | -8.77 | -356.58 | 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 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 |
| Yield(%) | N/A | 0.0 | 104.6 | 35.1 | 27.3 | 14.3 | 12.2 | 11.3 | N/A | 107.9 | 0.3 | 0.4 | 0.4 | 0.5 | 0.8 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 6.8 | 6.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 44807.6 | 7747.4 | 5256.2 | 1115.7 | N/A | N/A | N/A | 44807.6 | -35.5 | 7.0 | -12.3 | -37.7 | -54.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 5.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2002
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