Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RYQTX (GUGGENHEIM LONG SHORT EQUITY FUND INSTITUTIONAL CLASS) | NA | 1,048,281.77% | 2,121.35% | 570.64% | 161.69% | NA | NA | 126.35% |
Data as of 10/24/2024, AR inception is 12/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RYQTX (GUGGENHEIM LONG SHORT EQUITY FUND INSTITUTIONAL CLASS) | 12/01/2011 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1,048,281.77 | 2,121.35 | 570.64 | 161.69 | NA | NA | 126.35 | 1,023,728.70 | 12.34 | -13.94 | 24.05 | 5.82 | 5.98 | -12.71 | 15.09 | 0.68 | 1.45 | 3.06 | 18.43 | 4.30 | 0.57 |
| Sharpe Ratio | NA | 1,145.41 | 4.01 | 1.39 | 0.55 | NA | NA | 0.44 | 7,951.14 | 0.82 | -0.99 | 2.21 | 0.27 | 0.45 | -1.23 | 1.94 | 0.07 | 0.18 | 0.41 | 2.82 | 0.44 | 0.61 |
| Standard Deviation(%) | NA | 915.20 | 528.86 | 409.84 | 289.93 | NA | NA | 255.35 | 1,012.23 | 9.91 | 15.56 | 10.88 | 20.62 | 10.08 | 11.45 | 7.47 | 6.52 | 7.77 | 7.48 | 6.53 | 9.72 | 11.97 |
| Draw Down(%) | NA | 6.78 | 21.88 | 22.60 | 32.40 | NA | NA | 32.40 | 6.78 | 4.46 | 21.49 | 7.23 | 22.32 | 9.85 | 20.34 | 4.06 | 6.91 | 4.84 | 8.65 | 2.57 | 8.53 | 2.42 |
| Yield(%) | 0.00 | 111.09 | 38.67 | 28.60 | 15.80 | 12.65 | 9.48 | 15.81 | 108.06 | 0.43 | 0.49 | 0.56 | 0.63 | 0.96 | 1.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.00 |
Data as of 10/24/2024, AR inception is 12/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYQTX (GUGGENHEIM LONG SHORT EQUITY FUND INSTITUTIONAL CLASS) |
-2.64%
Mar 2017 - Mar 2020 |
-1.92%
Mar 2015 - Mar 2020 |
3.25%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RYQTX (GUGGENHEIM LONG SHORT EQUITY FUND INSTITUTIONAL CLASS) |
2,140.02%
Sep 2021 - Sep 2024 |
575.98%
Aug 2019 - Aug 2024 |
161.75%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart