Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIOSX (Guggenheim Macro Opportunities Fund6) | 0.59% | 5.31% | 7.39% | 3.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIOSX (Guggenheim Macro Opportunities Fund6) | 03/15/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.04 | 5.31 | 7.39 | 3.47 | NA | NA | NA | … | … | 0.59 | 7.60 | 7.79 | 9.74 | -8.37 | 2.51 | 11.56 | 1.63 |
| Sharpe Ratio | NA | 1.38 | 1.65 | 0.29 | NA | NA | NA | … | … | -0.32 | 2.04 | 1.75 | 1.74 | -2.09 | 1.09 | 2.37 | 0.28 |
| Standard Deviation(%) | NA | 2.52 | 2.71 | 3.20 | NA | NA | NA | … | … | 2.98 | 2.33 | 2.38 | 3.53 | 4.70 | 2.28 | 4.75 | 2.26 |
| Draw Down(%) | NA | 2.12 | 2.12 | 12.23 | NA | NA | NA | … | … | 2.12 | 1.85 | 0.99 | 2.09 | 12.23 | 1.94 | 8.43 | 1.43 |
| Yield(%) | 0.00 | 5.56 | 6.19 | 4.94 | 3.48 | 2.32 | 1.74 | … | … | 2.02 | 5.95 | 6.00 | 6.61 | 4.48 | 3.84 | 4.31 | 2.61 |
Data as of 06/04/2026, Common starting date is 03/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIOSX (Guggenheim Macro Opportunities Fund6) |
0.69%
Oct 2019 – Oct 2022 |
3.36%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIOSX (Guggenheim Macro Opportunities Fund6) |
9.06%
Oct 2022 – Oct 2025 |
5.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart