Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RYMZX (GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS C) 8.42% 18.67% 4.09% 5.05% 2.95% 0.45% NA
Data as of 06/04/2026, Common starting date is 03/06/2007
More Performance Analytics Comparison
Name Start Date End Date
RYMZX (GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS C) 03/06/2007 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) 0.61 18.67 4.09 5.05 2.95 0.45 NA 8.42 -0.70 -0.23 2.88 13.88 1.94 1.25 6.37 -8.52 6.64 -15.81 -1.83 9.58 3.25 -12.04 -7.79 -4.68 -4.85 7.72 7.40
Sharpe Ratio NA 1.44 0.04 0.20 0.11 NA NA 1.38 -0.29 -0.59 -0.11 0.95 0.19 0.15 0.61 -0.89 0.41 -1.61 -0.18 0.95 0.39 -2.18 -1.03 -0.64 -0.48 0.53 0.96
Standard Deviation(%) NA 11.06 11.59 12.17 11.31 NA NA 12.73 12.59 11.60 12.65 13.21 10.14 6.87 8.18 11.11 14.76 9.95 10.23 10.05 8.33 5.59 7.60 7.43 10.25 12.72 6.36
Draw Down(%) NA 5.45 18.13 18.13 18.13 NA NA 5.45 11.40 13.33 9.42 13.32 5.89 8.90 6.39 16.66 10.26 19.72 14.16 8.31 9.26 14.00 12.64 13.40 9.72 11.98 4.59
Yield(%) 0.00 6.43 3.70 3.49 3.11 1.83 1.62 0.00 6.14 4.87 0.56 5.62 0.00 7.02 0.00 0.00 5.22 4.47 2.72 1.35 0.00 0.00 0.00 0.00 0.00 3.98 0.01
Data as of 06/04/2026, Common starting date is 03/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYMZX (GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS C) -9.32%
Nov 2009 – Nov 2012
-6.69%
Oct 2008 – Oct 2013
-4.14%
Nov 2008 – Nov 2018
-1.13%
Nov 2008 – Nov 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RYMZX (GUGGENHEIM MANAGED FUTURES STRATEGY FUND CLASS C) 8.42%
Oct 2020 – Oct 2023
6.94%
Feb 2019 – Feb 2024
2.91%
May 2016 – May 2026
0.42%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return