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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GPM (Guggenheim Enhanced Equity Income Fund) NA 78.13% 16.72% 14.06% 12.35% -1.16% NA -2.15%
Data as of 10/29/2021, AR inception is 08/26/2005
More Performance Analytics Comparison
Name Start Date End Date
GPM (Guggenheim Enhanced Equity Income Fund) 08/26/2005 10/29/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) -10.21 78.13 16.72 14.06 12.35 -1.16 NA -2.15 45.47 -9.58 18.88 -23.82 4.96 -8.08 -21.23 -12.11 -3.05 -9.66 -21.61 -1.62 -8.22 -54.91 -23.83 1.68 -19.57
Sharpe Ratio NA 3.49 0.51 0.51 0.54 NA NA -0.12 2.48 -0.20 1.20 -1.19 0.34 -0.46 -1.10 -0.70 -0.18 -0.56 -0.80 -0.09 -0.29 -1.21 -1.41 -0.13 -2.40
Standard Deviation(%) NA 22.36 32.01 26.41 21.79 NA NA 24.11 23.01 47.80 14.58 21.09 12.86 17.78 19.32 17.32 17.50 17.34 27.15 19.92 28.44 45.94 19.17 12.42 20.59
Draw Down(%) NA 11.82 53.20 53.20 53.20 NA NA 80.57 11.82 53.20 8.52 33.16 11.20 17.19 26.63 22.72 19.90 24.82 30.26 23.33 26.93 62.48 30.67 16.91 19.82
Yield(%) 0.00 13.94 10.58 10.21 10.61 5.49 4.20 5.25 9.97 7.37 13.97 6.59 12.08 13.10 11.24 10.97 11.32 11.54 10.09 11.18 13.40 10.36 8.64 9.48 2.00
Data as of 10/29/2021, AR inception is 08/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GPM (Guggenheim Enhanced Equity Income Fund) -36.03%
Jun 2007 - Jun 2010
-24.76%
Sep 2006 - Sep 2011
-11.43%
Sep 2005 - Sep 2015
-5.96%
Sep 2005 - Sep 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GPM (Guggenheim Enhanced Equity Income Fund) 19.64%
Sep 2015 - Sep 2018
14.59%
Dec 2012 - Dec 2017
13.51%
Sep 2011 - Sep 2021
-0.91%
Jun 2006 - Jun 2021
Annualized Rolling Returns Comparison Chart