Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAOIX (GUGGENHEIM ALPHA OPPORTUNITY FUND INSTITUTIONAL) | 18.54% | 19.68% | 10.94% | 6.62% | 4.27% | 6.22% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAOIX (GUGGENHEIM ALPHA OPPORTUNITY FUND INSTITUTIONAL) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.65 | 19.68 | 10.94 | 6.62 | 4.27 | 6.22 | NA | … | … | 18.54 | -1.78 | 10.83 | 9.12 | -8.41 | 14.61 | 0.44 | -1.85 | -10.90 | 8.15 | 13.49 | -4.36 | 9.93 | 32.19 | 14.99 | 4.05 | 23.94 | 24.82 | 6.33 |
| Sharpe Ratio | NA | 1.68 | 0.69 | 0.38 | 0.28 | NA | NA | … | … | 4.67 | -0.42 | 0.81 | 0.70 | -0.93 | 1.64 | 0.02 | -0.43 | -1.61 | 1.31 | 1.86 | -0.71 | 1.09 | 2.35 | 0.81 | 0.13 | 1.04 | 0.91 | 1.24 |
| Standard Deviation(%) | NA | 8.65 | 9.55 | 9.63 | 9.07 | NA | NA | … | … | 9.36 | 11.20 | 8.89 | 7.83 | 10.56 | 8.91 | 12.38 | 7.69 | 7.64 | 5.75 | 7.12 | 6.21 | 9.06 | 13.67 | 18.54 | 31.26 | 22.90 | 27.20 | 52.29 |
| Draw Down(%) | NA | 4.37 | 10.53 | 15.27 | 28.11 | NA | NA | … | … | 2.44 | 9.47 | 6.13 | 3.65 | 15.24 | 7.20 | 13.96 | 10.91 | 15.68 | 4.75 | 5.49 | 7.02 | 6.97 | 6.86 | 13.27 | 27.67 | 19.42 | 25.35 | 13.30 |
| Yield(%) | 0.00 | 0.97 | 0.91 | 0.82 | 1.28 | 1.39 | 1.85 | … | … | 0.00 | 0.94 | 0.99 | 0.62 | 0.58 | 0.84 | 1.11 | 0.96 | 1.03 | 5.00 | 0.02 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.08 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOIX (GUGGENHEIM ALPHA OPPORTUNITY FUND INSTITUTIONAL) |
-5.81%
Feb 2017 – Feb 2020 |
-2.17%
Jan 2018 – Jan 2023 |
2.28%
Apr 2015 – Apr 2025 |
5.30%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOIX (GUGGENHEIM ALPHA OPPORTUNITY FUND INSTITUTIONAL) |
29.85%
Feb 2009 – Feb 2012 |
24.97%
Feb 2009 – Feb 2014 |
13.36%
Feb 2009 – Feb 2019 |
10.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart