Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUDIX (GUGGENHEIM DIVERSIFIED INCOME FUND INSTITUTIONAL) | 0.00% | 0.00% | 2,060.37% | 544.11% | NA | NA | NA | 190.12% |
Data as of 02/07/2025, AR inception is 02/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUDIX (GUGGENHEIM DIVERSIFIED INCOME FUND INSTITUTIONAL) | 02/01/2016 | 02/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 2,060.37 | 544.11 | NA | NA | NA | 190.12 | 0.00 | 1,036,491.13 | 13.61 | -17.79 | 13.47 | 2.50 | 11.50 | -3.59 | 7.13 | 12.27 |
| Sharpe Ratio | NA | 0.00 | 3.84 | 1.31 | NA | NA | NA | 0.61 | 0.00 | 1,121.26 | 1.38 | -1.49 | 2.60 | 0.20 | 4.20 | -1.50 | 3.06 | 2.96 |
| Standard Deviation(%) | NA | 924.39 | 534.83 | 413.98 | NA | NA | NA | 308.20 | NA | 924.39 | 6.86 | 12.89 | 5.17 | 11.33 | 2.40 | 3.29 | 2.13 | 4.46 |
| Draw Down(%) | NA | 0.00 | 15.44 | 19.80 | NA | NA | NA | 19.80 | 0.00 | 0.83 | 5.67 | 17.99 | 2.40 | 19.80 | 0.60 | 5.44 | 1.21 | 2.92 |
| Yield(%) | 0.00 | 0.00 | 32.36 | 21.30 | 13.60 | 9.07 | 6.80 | 15.11 | 0.00 | 100.42 | 4.33 | 2.78 | 3.84 | 3.33 | 4.03 | 4.26 | 4.78 | 5.60 |
Data as of 02/07/2025, AR inception is 02/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUDIX (GUGGENHEIM DIVERSIFIED INCOME FUND INSTITUTIONAL) |
-1.48%
Dec 2019 - Dec 2022 |
0.55%
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 |
|---|---|---|---|---|
| GUDIX (GUGGENHEIM DIVERSIFIED INCOME FUND INSTITUTIONAL) |
2,122.20%
Jan 2021 - Jan 2024 |
556.33%
Jan 2019 - Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart