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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) 2.64% 3.63% 2.22% -1.79% 1.25% 2.32% 1.96% 2.79%
Data as of 07/11/2025, AR inception is 05/24/2000
More Performance Analytics Comparison
Name Start Date End Date
SDICX (GUGGENHEIM INVESTMENT GRADE BOND FUND C-CLASS) 05/24/2000 07/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 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 (%) -0.19 3.63 2.22 -1.79 1.25 2.32 1.96 2.79 2.64 1.46 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 0.08 -0.18 -0.65 -0.04 NA NA 0.32 0.39 -0.97 0.25 -2.41 -0.69 2.02 0.50 -0.46 2.04 1.44 0.11 3.55 0.77 2.61 1.02 1.35 2.00 -2.23 -0.35 -0.13 -0.45 0.41 -0.03 0.59 0.06 4.41
Standard Deviation(%) NA 5.08 6.40 5.90 4.78 NA NA 4.67 5.31 5.27 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 4.49 11.19 24.25 24.25 NA NA 24.25 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 3.40 3.23 2.22 2.30 10.15 7.50 7.37 1.57 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 07/11/2025, AR inception 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