Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SECEX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND A) | 6.83% | 14.22% | 5.82% | 5.19% | 7.65% | 9.66% | 6.51% | 9.72% |
Data as of 07/23/2025, AR inception is 01/22/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECEX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND A) | 01/22/1980 | 07/23/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 14.22 | 5.82 | 5.19 | 7.65 | 9.66 | 6.51 | 9.72 | 6.83 | 2.23 | 26.78 | -43.16 | 22.88 | 8.46 | 29.69 | -7.18 | 21.99 | 12.95 | 0.82 | 14.89 | 28.27 | 12.44 | -4.38 | 15.63 | 28.79 | -37.58 | -5.21 | 13.24 | 3.80 | 7.40 | 20.93 | -23.62 | -11.85 | -12.52 | 10.99 | 26.47 | 29.60 | 22.67 | 32.16 | -9.84 | -0.51 | 7.12 | 36.69 | -3.20 | 55.11 | 28.97 | -3.22 | 3.60 | 33.56 | -9.58 | 16.20 | 23.26 | 21.10 | 52.19 |
| Sharpe Ratio | NA | 0.52 | 0.13 | 0.13 | 0.27 | NA | NA | 0.32 | 0.35 | -0.18 | 1.72 | -1.05 | 1.59 | 0.23 | 2.24 | -0.49 | 3.21 | 0.96 | 0.05 | 1.31 | 2.51 | 0.94 | -0.17 | 0.81 | 1.07 | -1.02 | -0.55 | 0.57 | 0.16 | 0.59 | 1.22 | -0.99 | -0.67 | -0.76 | 0.48 | 1.32 | 1.58 | 1.72 | 3.10 | -1.02 | -0.15 | 0.41 | 2.26 | -0.46 | 2.33 | 1.49 | -0.22 | -0.03 | 2.87 | -0.89 | 0.56 | 0.74 | 0.23 | 2.20 |
| Standard Deviation(%) | NA | 19.36 | 26.60 | 23.85 | 21.78 | NA | NA | 20.64 | 22.55 | 23.65 | 13.25 | 42.73 | 14.34 | 35.34 | 12.65 | 17.27 | 6.69 | 13.29 | 15.55 | 11.35 | 11.23 | 13.34 | 25.25 | 19.21 | 26.93 | 37.67 | 15.10 | 17.59 | 9.90 | 10.94 | 16.59 | 25.07 | 21.48 | 21.94 | 16.33 | 17.53 | 16.47 | 11.04 | 9.13 | 12.54 | 16.72 | 11.47 | 14.48 | 18.17 | 21.18 | 16.28 | 33.41 | 19.12 | 9.89 | 18.25 | 17.88 | 21.17 | 48.54 | 21.84 |
| Draw Down(%) | NA | 18.34 | 36.75 | 45.69 | 45.69 | NA | NA | 60.33 | 18.11 | 21.47 | 10.21 | 44.30 | 7.08 | 35.59 | 6.92 | 20.72 | 2.69 | 10.80 | 12.22 | 7.43 | 5.90 | 10.99 | 22.87 | 17.86 | 26.09 | 46.90 | 11.40 | 9.96 | 7.28 | 7.99 | 13.33 | 31.76 | 29.31 | 19.39 | 11.53 | 20.02 | 9.29 | 7.79 | 5.31 | 13.15 | 12.94 | 6.61 | 6.30 | 21.72 | 9.38 | 7.42 | 35.47 | 18.54 | 5.53 | 15.81 | 21.27 | 13.98 | 24.21 | 23.09 |
| Yield(%) | 0.00 | 20.08 | 7.73 | 5.24 | 7.51 | 39.91 | 20.66 | 16.82 | 0.00 | 23.77 | 3.10 | 0.75 | 0.36 | 0.86 | 2.00 | 16.93 | 19.14 | 2.99 | 11.09 | 15.25 | 20.38 | 0.41 | 0.44 | 0.32 | 0.00 | 0.40 | 14.74 | 10.51 | 3.69 | 6.94 | 0.18 | 0.00 | 0.00 | 13.36 | 3.67 | 8.45 | 11.59 | 10.67 | 4.78 | 0.00 | 7.96 | 3.65 | 12.48 | 10.65 | 33.41 | 11.27 | 20.36 | 13.00 | 17.96 | 18.20 | 11.52 | 14.56 | 28.71 | 15.17 |
Data as of 07/23/2025, AR inception is 01/22/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECEX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND A) |
-17.73%
Feb 2006 - Feb 2009 |
-9.26%
Feb 2004 - Feb 2009 |
-6.61%
Feb 1999 - Feb 2009 |
0.75%
Jun 1998 - Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECEX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND A) |
45.54%
Jun 1980 - Jun 1983 |
24.15%
Dec 1994 - Dec 1999 |
21.40%
Mar 1980 - Mar 1990 |
16.84%
Sep 1981 - Sep 1996 |
Annualized Rolling Returns Comparison Chart