Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAOCX (GUGGENHEIM ALPHA OPPORTUNITY FUND C) | 18.06% | 18.48% | 38.35% | 21.23% | 10.51% | 10.00% | 8.75% | … | … |
Data as of 06/04/2026, Common starting date is 07/15/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAOCX (GUGGENHEIM ALPHA OPPORTUNITY FUND C) | 07/15/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.63 | 18.48 | 38.35 | 21.23 | 10.51 | 10.00 | 8.75 | … | … | 18.06 | 95.57 | 9.66 | 8.00 | -9.34 | 13.49 | -0.63 | -3.03 | -11.91 | 6.67 | 11.97 | -5.30 | 8.84 | 30.85 | 13.13 | 3.00 | 22.87 | 23.75 | -35.84 | 17.22 | 11.75 | 6.28 | 11.49 | 18.29 |
| Sharpe Ratio | NA | 1.54 | 0.48 | 0.34 | 0.23 | NA | NA | … | … | 4.52 | 0.78 | 0.34 | 0.49 | -1.02 | 1.50 | -0.07 | -0.57 | -1.73 | 1.05 | 1.65 | -0.86 | 0.97 | 2.25 | 0.71 | 0.09 | 1.00 | 0.87 | -1.03 | 0.85 | 0.64 | 0.34 | 0.79 | 3.59 |
| Standard Deviation(%) | NA | 8.68 | 69.58 | 54.24 | 38.79 | NA | NA | … | … | 9.36 | 120.99 | 8.91 | 7.75 | 10.54 | 8.96 | 12.45 | 7.72 | 7.66 | 5.79 | 7.12 | 6.21 | 9.06 | 13.67 | 18.57 | 31.33 | 22.80 | 27.19 | 35.65 | 16.87 | 13.33 | 11.98 | 13.35 | 11.85 |
| Draw Down(%) | NA | 4.72 | 50.00 | 50.00 | 50.00 | NA | NA | … | … | 2.49 | 50.00 | 6.24 | 3.68 | 15.79 | 7.43 | 14.20 | 11.60 | 16.64 | 5.03 | 5.71 | 7.87 | 7.03 | 6.98 | 13.93 | 27.91 | 19.44 | 25.47 | 48.76 | 11.07 | 13.28 | 10.35 | 9.26 | 4.78 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.04 | 0.90 | 0.93 | 2.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.22 | 0.00 | 0.00 | 7.94 | 0.04 | 0.00 | 0.03 | 0.00 | 0.00 | 0.00 | 0.21 | 0.00 | 0.00 | 24.01 | 10.98 | 8.77 | 7.33 | 5.95 |
Data as of 06/04/2026, Common starting date is 07/15/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOCX (GUGGENHEIM ALPHA OPPORTUNITY FUND C) |
-13.98%
Feb 2006 – Feb 2009 |
-4.74%
Feb 2004 – Feb 2009 |
1.40%
Nov 2013 – Nov 2023 |
2.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOCX (GUGGENHEIM ALPHA OPPORTUNITY FUND C) |
37.90%
May 2023 – May 2026 |
23.66%
Feb 2009 – Feb 2014 |
12.10%
Feb 2009 – Feb 2019 |
11.57%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart