Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) | -0.39% | 4.33% | 3.65% | -0.99% | 1.32% | 2.29% | 2.22% | … | … |
Data as of 06/03/2026, Common starting date is 05/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) | 05/24/2000 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.33 | 3.65 | -0.99 | 1.32 | 2.29 | 2.22 | … | … | -0.39 | 6.78 | 1.77 | 5.99 | -16.77 | -2.77 | 11.36 | 3.13 | 0.14 | 5.52 | 4.09 | 0.28 | 6.87 | 2.45 | 5.55 | 6.32 | 4.92 | 9.85 | -11.85 | 1.68 | 2.87 | 0.79 | 2.56 | 0.57 | 3.62 | 2.81 | 21.20 |
| Sharpe Ratio | NA | 0.51 | 0.15 | -0.60 | -0.05 | NA | NA | … | … | -0.70 | 0.87 | -0.35 | 0.34 | -2.42 | -0.70 | 2.02 | 0.48 | -0.49 | 2.03 | 1.44 | 0.11 | 3.55 | 0.77 | 2.61 | 1.02 | 1.35 | 2.00 | -2.24 | -0.39 | -0.18 | -0.47 | 0.40 | -0.03 | 0.58 | 0.04 | 4.39 |
| Standard Deviation(%) | NA | 3.98 | 5.28 | 5.85 | 4.86 | NA | NA | … | … | 4.28 | 4.51 | 5.21 | 6.94 | 7.55 | 4.01 | 5.48 | 3.48 | 2.52 | 2.40 | 2.69 | 2.37 | 1.93 | 3.15 | 2.12 | 6.14 | 3.59 | 4.88 | 5.70 | 3.75 | 3.06 | 3.10 | 3.91 | 4.77 | 4.23 | 8.10 | 7.57 |
| Draw Down(%) | NA | 3.12 | 6.36 | 23.30 | 24.25 | NA | NA | … | … | 3.12 | 2.93 | 4.00 | 7.70 | 20.92 | 4.27 | 5.85 | 1.93 | 1.55 | 0.93 | 2.81 | 1.62 | 1.02 | 3.37 | 1.08 | 3.36 | 3.13 | 4.74 | 14.61 | 2.29 | 2.59 | 2.44 | 4.94 | 5.60 | 2.52 | 6.74 | 1.11 |
| Yield(%) | 0.00 | 3.44 | 3.55 | 2.52 | 2.29 | 2.66 | 8.30 | … | … | 1.13 | 3.85 | 3.58 | 3.45 | 2.05 | 1.41 | 1.65 | 1.15 | 1.69 | 2.51 | 2.64 | 3.81 | 3.02 | 3.37 | 1.87 | 6.60 | 1.94 | 2.57 | 4.10 | 3.83 | 3.64 | 3.53 | 3.77 | 2.22 | 0.00 | 1.71 | 14.90 |
Data as of 06/03/2026, Common starting date is 05/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) |
-7.17%
Oct 2020 – Oct 2023 |
-1.99%
Oct 2017 – Oct 2022 |
0.70%
Oct 2013 – Oct 2023 |
1.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) |
7.80%
Jun 2000 – Jun 2003 |
6.33%
Mar 2009 – Mar 2014 |
4.72%
Jan 2011 – Jan 2021 |
3.56%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart