Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) | -0.41% | 4.53% | 4.58% | 0.17% | 2.70% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIUSX (GUGGENHEIM INVESTMENT GRADE BOND FUND INSTITUTIONAL CLASS) | 01/30/2013 | 06/05/2026 |
| 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 (%) | -0.61 | 4.53 | 4.58 | 0.17 | 2.70 | NA | NA | … | … | -0.41 | 7.86 | 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 | 0.77 | 0.35 | -0.38 | 0.25 | NA | NA | … | … | -0.53 | 1.09 | -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 | 4.06 | 5.38 | 5.90 | 4.86 | NA | NA | … | … | 4.40 | 4.60 | 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 | 2.99 | 6.11 | 21.34 | 21.34 | NA | NA | … | … | 2.99 | 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 | 4.38 | 4.55 | 3.63 | 3.71 | 3.00 | 2.25 | … | … | 1.47 | 4.89 | 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 06/05/2026, Common starting date 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 |
-0.25%
Jul 2020 – Jul 2025 |
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) |
7.15%
Oct 2022 – Oct 2025 |
6.38%
Dec 2015 – Dec 2020 |
3.23%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart