Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUMAX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS A) | NA | 0.07% | -0.13% | 1.16% | NA | NA | NA | … | … |
Data as of 01/21/2025, Common starting date is 02/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUMAX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS A) | 02/29/2016 | 01/21/2025 |
| 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 | 0.07 | -0.13 | 1.16 | NA | NA | NA | … | … | 0.00 | -16.46 | 2.97 | -4.13 | 2.26 | 6.22 | 5.98 | -0.24 | 6.54 | 1.80 |
| Sharpe Ratio | NA | -1.26 | -0.94 | -0.51 | NA | NA | NA | … | … | 0.00 | -1.28 | -0.46 | -1.79 | 0.67 | 0.62 | 0.83 | -0.34 | 1.50 | 0.43 |
| Standard Deviation(%) | NA | 18.05 | 10.71 | 9.46 | NA | NA | NA | … | … | NA | 18.03 | 2.84 | 3.09 | 3.34 | 9.62 | 5.54 | 4.61 | 3.97 | 4.48 |
| Draw Down(%) | NA | 17.30 | 17.55 | 21.46 | NA | NA | NA | … | … | 0.00 | 17.30 | 2.92 | 5.45 | 1.61 | 7.73 | 6.73 | 7.97 | 2.22 | 3.20 |
| Yield(%) | 0.00 | 16.32 | 6.05 | 3.87 | 3.10 | 2.07 | 1.55 | … | … | 0.00 | 16.27 | 2.34 | 0.00 | 0.08 | 0.00 | 4.13 | 0.93 | 5.53 | 0.00 |
Data as of 01/21/2025, Common starting date is 02/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUMAX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS A) |
-1.90%
Mar 2020 – Mar 2023 |
0.61%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUMAX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS A) |
7.72%
Mar 2017 – Mar 2020 |
4.78%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart