Performance Comparison
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