Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUDAX (GUGGENHEIM DIVERSIFIED INCOME FUND CLASS A) | NA | 0.00% | 2,961.43% | 693.19% | NA | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 02/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUDAX (GUGGENHEIM DIVERSIFIED INCOME FUND CLASS A) | 02/01/2016 | 02/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2,961.43 | 693.19 | NA | NA | NA | … | … | 0.00 | 2,962,702.15 | 13.33 | -17.95 | 13.15 | 2.29 | 11.19 | -3.83 | 6.87 | 12.02 |
| Sharpe Ratio | NA | 0.00 | 4.97 | 1.50 | NA | NA | NA | … | … | 0.00 | 2,877.94 | 1.33 | -1.51 | 2.53 | 0.18 | 4.00 | -1.57 | 2.96 | 2.89 |
| Standard Deviation(%) | NA | 1,029.45 | 595.60 | 461.01 | NA | NA | NA | … | … | NA | 1,029.45 | 6.88 | 12.88 | 5.18 | 11.28 | 2.44 | 3.29 | 2.12 | 4.47 |
| Draw Down(%) | NA | 0.00 | 15.58 | 19.81 | NA | NA | NA | … | … | 0.00 | 0.87 | 5.74 | 18.14 | 2.44 | 19.81 | 0.64 | 5.65 | 1.21 | 2.92 |
| Yield(%) | 0.00 | 0.00 | 32.22 | 21.11 | 13.39 | 8.93 | 6.70 | … | … | 0.00 | 100.43 | 4.07 | 2.60 | 3.58 | 3.10 | 3.69 | 4.03 | 4.57 | 5.36 |
Data as of 02/07/2025, Common starting date is 02/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUDAX (GUGGENHEIM DIVERSIFIED INCOME FUND CLASS A) |
-1.71%
Dec 2019 – Dec 2022 |
0.31%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUDAX (GUGGENHEIM DIVERSIFIED INCOME FUND CLASS A) |
3,046.07%
Jan 2021 – Jan 2024 |
707.80%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart