Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUMCX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS C) | NA | -0.62% | -0.87% | 0.41% | 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 |
|---|---|---|
| GUMCX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS C) | 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 | -0.62 | -0.87 | 0.41 | NA | NA | NA | … | … | 0.00 | -17.76 | 2.20 | -4.88 | 1.51 | 5.41 | 5.13 | -1.12 | 5.83 | 1.16 |
| Sharpe Ratio | NA | -1.28 | -0.98 | -0.59 | NA | NA | NA | … | … | 0.00 | -1.29 | -0.73 | -2.01 | 0.45 | 0.54 | 0.67 | -0.53 | 1.30 | 0.26 |
| Standard Deviation(%) | NA | 18.86 | 11.17 | 9.77 | NA | NA | NA | … | … | NA | 18.84 | 2.84 | 3.13 | 3.33 | 9.65 | 5.55 | 4.65 | 4.01 | 4.45 |
| Draw Down(%) | NA | 18.28 | 19.83 | 24.83 | NA | NA | NA | … | … | 0.00 | 18.28 | 3.09 | 6.03 | 1.79 | 8.16 | 6.77 | 8.40 | 2.29 | 3.44 |
| Yield(%) | 0.00 | 16.90 | 5.69 | 3.59 | 2.87 | 1.92 | 1.44 | … | … | 0.00 | 16.84 | 0.63 | 0.00 | 0.08 | 0.00 | 3.55 | 1.37 | 5.56 | 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 |
|---|---|---|---|---|
| GUMCX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS C) |
-2.65%
Mar 2020 – Mar 2023 |
-0.15%
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 |
|---|---|---|---|---|
| GUMCX (GUGGENHEIM MARKET NEUTRAL REAL ESTATE FUND CLASS C) |
6.88%
Mar 2017 – Mar 2020 |
3.98%
Aug 2016 – Aug 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart