Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GILHX (GUGGENHEIM LIMITED DURATION FUND INSTITUTIONAL CLASS) | 0.59% | 4.11% | 5.69% | 3.04% | 3.18% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/18/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GILHX (GUGGENHEIM LIMITED DURATION FUND INSTITUTIONAL CLASS) | 12/18/2013 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 4.11 | 5.69 | 3.04 | 3.18 | NA | NA | … | … | 0.59 | 6.01 | 6.00 | 7.29 | -4.26 | 0.28 | 6.69 | 2.41 | 1.48 | 3.15 | 4.11 | 1.97 | 1.23 | -0.08 |
| Sharpe Ratio | NA | 1.11 | 1.27 | 0.24 | 0.82 | NA | NA | … | … | -0.52 | 1.66 | 1.15 | 1.32 | -2.14 | 0.24 | 2.77 | 0.45 | 0.13 | 3.19 | 3.45 | 1.69 | 1.18 | -4.50 |
| Standard Deviation(%) | NA | 1.87 | 2.10 | 2.23 | 1.92 | NA | NA | … | … | 1.86 | 1.89 | 2.06 | 2.78 | 2.66 | 1.02 | 2.31 | 2.09 | 0.73 | 0.78 | 1.13 | 1.15 | 1.03 | 0.56 |
| Draw Down(%) | NA | 1.13 | 1.13 | 7.49 | 7.49 | NA | NA | … | … | 1.13 | 0.81 | 0.85 | 1.13 | 7.04 | 0.86 | 4.51 | 1.25 | 0.20 | 0.16 | 0.97 | 0.50 | 0.56 | 0.08 |
| Yield(%) | 0.00 | 4.17 | 4.49 | 3.57 | 3.10 | 2.47 | 1.85 | … | … | 1.47 | 4.49 | 4.46 | 4.42 | 2.54 | 2.03 | 2.52 | 2.51 | 2.15 | 2.63 | 3.10 | 3.49 | 1.94 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILHX (GUGGENHEIM LIMITED DURATION FUND INSTITUTIONAL CLASS) |
0.06%
Oct 2019 – Oct 2022 |
0.86%
Oct 2017 – Oct 2022 |
2.42%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GILHX (GUGGENHEIM LIMITED DURATION FUND INSTITUTIONAL CLASS) |
6.90%
Oct 2022 – Oct 2025 |
3.65%
Feb 2016 – Feb 2021 |
3.41%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart