Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIUIX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND INSTITUTIONAL CLASS) | 15.40% | 17.53% | 16.71% | -1.63% | 5.98% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIUIX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND INSTITUTIONAL CLASS) | 03/02/2012 | 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 17.53 | 16.71 | -1.63 | 5.98 | NA | NA | … | … | 15.40 | 4.36 | 14.28 | 26.71 | -48.27 | 6.45 | 15.83 | 32.46 | -7.56 | 24.52 | 8.20 | -0.97 | 12.27 | 29.94 | 1.98 |
| Sharpe Ratio | NA | 0.98 | 0.77 | -0.16 | 0.18 | NA | NA | … | … | 2.00 | 0.07 | 0.47 | 1.35 | -1.03 | 0.31 | 0.41 | 2.13 | -0.48 | 2.85 | 0.52 | -0.07 | 0.92 | 2.39 | 0.14 |
| Standard Deviation(%) | NA | 15.81 | 18.13 | 27.14 | 24.58 | NA | NA | … | … | 18.96 | 20.98 | 16.52 | 16.76 | 48.15 | 20.43 | 37.90 | 14.59 | 18.63 | 8.42 | 15.28 | 15.28 | 13.38 | 12.50 | 16.43 |
| Draw Down(%) | NA | 9.16 | 23.45 | 55.01 | 55.01 | NA | NA | … | … | 9.16 | 22.03 | 10.38 | 14.35 | 49.19 | 15.80 | 38.56 | 7.03 | 23.36 | 3.35 | 14.24 | 13.05 | 10.20 | 6.85 | 11.52 |
| Yield(%) | 0.00 | 0.00 | 2.12 | 0.83 | 4.77 | 6.18 | 4.63 | … | … | 0.00 | 0.00 | 3.25 | 3.08 | 0.51 | 0.00 | 0.69 | 3.08 | 20.08 | 14.45 | 0.83 | 12.60 | 11.72 | 10.89 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIUIX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND INSTITUTIONAL CLASS) |
-15.85%
Nov 2020 – Nov 2023 |
-4.98%
Nov 2020 – Nov 2025 |
2.62%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIUIX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND INSTITUTIONAL CLASS) |
18.35%
May 2012 – May 2015 |
16.71%
Oct 2016 – Oct 2021 |
9.13%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart