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SAOAX: Guggenheim Alpha Opportunity A (MUTUAL FUND)
Basic Info 18.22 0.11(0.61%) February 03
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 07/16/2003 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.11% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.0 | 2.2 | -3.8 | 4.2 | -1.9 | 3.8 | 4.5 | 6.6 | -8.7 | 13.4 | 0.2 | -2.3 | -11.2 | 7.5 | 12.8 | -4.6 | 9.7 | 31.8 | 14.0 | 3.9 | 23.5 | 24.6 | -35.1 | 18.1 | 12.4 | 7.1 | 12.3 | 18.6 |
| SR | NA | 2.81 | -0.53 | 0.33 | -0.29 | 0.35 | NA | 0.34 | -0.95 | 1.5 | 0.0 | -0.48 | -1.64 | 1.19 | 1.78 | -0.75 | 1.07 | 2.33 | 0.76 | 0.12 | 1.02 | 0.9 | -1.01 | 0.9 | 0.69 | 0.42 | 0.85 | 3.67 |
| DD(%) | NA | 2.0 | 12.4 | 15.4 | 26.8 | 28.7 | NA | 52.3 | 15.4 | 7.3 | 14.0 | 11.2 | 16.0 | 4.9 | 5.5 | 7.2 | 7.0 | 6.9 | 13.8 | 27.7 | 19.5 | 25.5 | 48.5 | 11.0 | 13.2 | 10.2 | 9.2 | 4.8 |
| SD(%) | NA | 8.4 | 10.3 | 10.8 | 9.6 | 9.2 | NA | 16.9 | 10.6 | 8.9 | 12.4 | 7.7 | 7.7 | 5.8 | 7.1 | 6.2 | 9.1 | 13.7 | 18.5 | 31.4 | 22.9 | 27.1 | 35.7 | 16.9 | 13.3 | 12.0 | 13.4 | 11.8 |
| TR | NA | 1.28 | -0.28 | 0.16 | -0.12 | 0.11 | NA | 0.08 | -0.52 | 0.64 | 0.0 | -0.11 | -0.44 | 0.19 | 0.35 | -0.18 | 0.13 | 0.29 | 0.12 | 0.03 | 0.19 | 0.26 | -0.43 | 0.15 | 0.08 | 0.05 | 0.1 | 0.47 |
| Alpha(%) | NA | 0.02 | -0.02 | 0.01 | -0.02 | 0.0 | NA | 0.0 | -0.03 | 0.03 | -0.02 | -0.05 | -0.05 | 0.0 | 0.03 | -0.02 | 0.0 | -0.01 | -0.02 | 0.01 | 0.02 | 0.0 | -0.02 | 0.05 | -0.02 | 0.01 | 0.0 | 0.06 |
| Beta(%) | NA | 0.18 | 0.2 | 0.22 | 0.24 | 0.3 | NA | 0.7 | 0.19 | 0.21 | 0.24 | 0.32 | 0.28 | 0.36 | 0.36 | 0.26 | 0.72 | 1.1 | 1.22 | 1.32 | 1.24 | 0.94 | 0.83 | 1.0 | 1.19 | 1.06 | 1.1 | 0.91 |
| RS | NA | 0.13 | 0.21 | 0.28 | 0.29 | 0.33 | NA | 0.63 | 0.2 | 0.1 | 0.45 | 0.28 | 0.4 | 0.17 | 0.44 | 0.4 | 0.84 | 0.8 | 0.7 | 0.96 | 0.96 | 0.89 | 0.91 | 0.9 | 0.81 | 0.83 | 0.83 | 0.9 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2003
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