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SIUSX: Guggenheim US Intermediate Bond A (MUTUAL FUND)
Basic Info 20.36 0.03(0.15%) January 15
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/31/2020 |
| 12-Mo. Yield | 2.66% |
| Expenses | 1.00% |
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Performance Analytics (As of 01/15/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -0.8 | 13.0 | 6.0 | 5.7 | 5.3 | 4.2 | 13.4 | 14.3 | 3.8 | 0.8 | 6.1 | 4.7 | 1.0 | 7.6 | 3.2 | 6.3 | 6.9 | 5.9 | 10.6 | -11.3 | 2.4 | 3.6 | 1.5 | 3.5 | 2.7 | 7.7 | 7.3 | 9.7 | -3.6 | 9.1 | 9.2 | 11.3 | 47.5 | 13.5 | 24.5 | 30.7 | 44.8 | 41.2 | 47.8 | 42.3 | 36.6 | 43.5 | 14.3 |
| SR | NA | -4.36 | 2.45 | 1.28 | 1.42 | 1.41 | NA | 1.95 | 2.72 | 0.67 | -0.19 | 2.24 | 1.64 | 0.4 | 3.8 | 0.99 | 2.97 | 1.11 | 1.62 | 2.18 | -2.22 | -0.17 | 0.12 | -0.21 | 0.65 | 0.43 | 1.55 | 1.02 | 1.53 | -1.46 | 1.31 | 1.5 | 1.17 | 5.83 | 1.35 | 2.3 | 3.92 | 5.13 | 3.96 | 4.72 | 4.15 | 3.76 | 4.71 | 5.99 |
| DD(%) | NA | 1.3 | 5.9 | 5.9 | 5.9 | 5.9 | NA | 14.0 | 5.9 | 1.9 | 1.4 | 0.9 | 2.7 | 1.3 | 1.0 | 3.2 | 1.1 | 3.3 | 3.0 | 4.9 | 14.0 | 2.1 | 2.2 | 2.3 | 4.8 | 5.5 | 2.2 | 4.2 | 3.1 | 5.4 | 3.3 | 2.3 | 2.8 | 2.5 | 4.7 | 7.1 | 1.8 | 1.4 | 2.0 | 1.0 | 1.4 | 2.3 | 1.7 | 0.0 |
| SD(%) | NA | 4.4 | 5.2 | 3.9 | 3.5 | 3.5 | NA | 5.8 | 5.1 | 3.5 | 2.6 | 2.4 | 2.7 | 2.5 | 2.0 | 3.2 | 2.1 | 6.2 | 3.6 | 4.8 | 5.5 | 3.6 | 3.0 | 3.0 | 3.9 | 4.7 | 4.2 | 5.0 | 3.7 | 4.7 | 4.4 | 3.8 | 6.6 | 7.5 | 7.8 | 9.7 | 7.2 | 8.0 | 9.0 | 8.9 | 9.0 | 8.6 | 8.3 | 12.6 |
| TR | NA | -0.14 | 0.19 | 0.07 | 0.07 | 0.09 | NA | 0.18 | 0.21 | 0.03 | -0.01 | 0.07 | 0.08 | 0.02 | 0.14 | 0.06 | 0.11 | 0.19 | 0.1 | 0.21 | -0.25 | -0.01 | 0.01 | -0.01 | 0.04 | 0.03 | 0.1 | 0.07 | 0.1 | -0.09 | 0.08 | 0.08 | 0.11 | 0.5 | 0.13 | -0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | NA | 0.04 | 0.03 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.02 | 0.0 | 0.02 | 0.0 | 0.01 | -0.04 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.03 | 0.09 | 0.06 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.34 | 0.69 | 0.71 | 0.69 | 0.58 | NA | 0.63 | 0.68 | 0.81 | 0.62 | 0.74 | 0.6 | 0.5 | 0.55 | 0.57 | 0.57 | 0.36 | 0.56 | 0.49 | 0.5 | 0.61 | 0.64 | 0.65 | 0.71 | 0.81 | 0.67 | 0.71 | 0.57 | 0.75 | 0.68 | 0.67 | 0.71 | 0.87 | 0.84 | -0.92 | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.74 | 0.47 | 0.49 | 0.53 | 0.38 | NA | 0.21 | 0.47 | 0.58 | 0.4 | 0.72 | 0.64 | 0.73 | 0.7 | 0.46 | 0.68 | 0.08 | 0.64 | 0.5 | 0.5 | 0.6 | 0.6 | 0.65 | 0.75 | 0.79 | 0.72 | 0.75 | 0.54 | 0.7 | 0.71 | 0.61 | 0.44 | 0.37 | 0.34 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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* Day change on 01/15/2021.Latest Articles Related to SIUSX
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