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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
SEFBX (Guggenheim Large Cap Concntr Gr B) NA 9.58% 9.27% 1.68% 3.07% NA NA -0.42%
Data as of 06/12/2013, AR inception is 08/03/1999
More Performance Analytics Comparison
Name Start Date End Date
SEFBX (Guggenheim Large Cap Concntr Gr B) 08/03/1999 06/12/2013
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) 0.00 9.58 9.27 1.68 3.07 NA NA -0.42 8.62 7.96 -5.24 16.14 32.42 -37.86 -7.18 5.72 10.75 10.13 16.03 -26.82 -11.56 -18.32 21.47
Sharpe Ratio NA 0.77 0.47 0.06 0.10 NA NA -0.08 1.78 0.58 -0.20 0.81 1.26 -1.02 -0.68 0.19 0.63 0.76 0.93 -1.06 -0.57 -0.85 2.79
Standard Deviation(%) NA 12.30 19.25 25.53 20.77 NA NA 21.80 11.49 13.76 25.82 19.91 25.75 37.73 15.13 12.61 13.67 12.06 16.54 26.41 24.82 26.33 20.13
Draw Down(%) NA 10.19 22.33 49.33 55.46 NA NA 64.21 3.83 11.00 22.33 17.60 21.66 46.72 12.32 13.68 12.44 11.54 13.60 34.43 35.38 24.79 7.67
Yield(%) 0.00 0.00 0.00 0.13 1.28 0.60 0.45 0.69 0.00 0.00 0.00 0.74 0.00 0.00 8.76 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/12/2013, AR inception is 08/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEFBX (Guggenheim Large Cap Concntr Gr B) -19.79%
Feb 2006 - Feb 2009
-8.63%
Feb 2004 - Feb 2009
-5.43%
Aug 2000 - Aug 2010
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEFBX (Guggenheim Large Cap Concntr Gr B) 22.51%
Feb 2009 - Feb 2012
9.50%
Sep 2002 - Sep 2007
4.26%
Mar 2003 - Mar 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart