Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) | 2.75% | 4.81% | 2.70% | -0.38% | 2.62% | NA | NA | 2.57% |
Data as of 07/25/2025, AR inception is 01/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) | 01/30/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 4.81 | 2.70 | -0.38 | 2.62 | NA | NA | 2.57 | 2.75 | 2.91 | 7.06 | -15.90 | -0.46 | 14.92 | 4.56 | 1.19 | 6.60 | 5.10 | 1.27 | 4.59 | -0.89 |
| Sharpe Ratio | NA | 0.19 | -0.05 | -0.40 | 0.25 | NA | NA | 0.30 | 0.33 | -0.13 | 0.49 | -2.30 | -0.12 | 2.85 | 0.87 | -0.09 | 2.39 | 1.74 | 0.50 | 2.60 | -0.33 |
| Standard Deviation(%) | NA | 5.15 | 6.45 | 5.86 | 4.77 | NA | NA | 4.41 | 5.31 | 5.33 | 7.02 | 7.56 | 3.93 | 5.13 | 3.56 | 2.26 | 2.50 | 2.80 | 2.50 | 1.76 | 3.05 |
| Draw Down(%) | NA | 4.14 | 11.00 | 21.34 | 21.34 | NA | NA | 21.34 | 2.92 | 3.89 | 7.04 | 20.30 | 4.11 | 5.89 | 1.94 | 1.39 | 0.93 | 2.59 | 1.26 | 1.02 | 4.25 |
| Yield(%) | 0.00 | 3.93 | 4.00 | 3.67 | 3.67 | 2.71 | 2.03 | 3.39 | 1.56 | 4.62 | 4.46 | 2.96 | 3.67 | 5.06 | 2.55 | 2.72 | 3.57 | 3.64 | 4.78 | 0.95 | 0.00 |
Data as of 07/25/2025, AR inception is 01/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) |
-5.12%
Oct 2020 - Oct 2023 |
-0.22%
Oct 2017 - Oct 2022 |
1.68%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) |
6.82%
Jul 2018 - Jul 2021 |
6.38%
Dec 2015 - Dec 2020 |
2.79%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart