Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEPBX (Guggenheim Small Cap Growth B) | NA | 18.09% | 12.08% | 3.26% | 5.37% | NA | NA | -1.39% |
Data as of 06/12/2013, AR inception is 06/13/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEPBX (Guggenheim Small Cap Growth B) | 06/13/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.09 | 12.08 | 3.26 | 5.37 | NA | NA | -1.39 | 10.97 | 6.50 | -3.42 | 26.69 | 32.05 | -48.40 | 4.13 | 3.77 | 6.00 | 15.21 | 53.92 | -27.85 | -29.49 | -16.95 |
| Sharpe Ratio | NA | 1.26 | 0.52 | 0.11 | 0.18 | NA | NA | -0.11 | 2.07 | 0.38 | -0.11 | 1.18 | 1.04 | -1.35 | 0.06 | 0.03 | 0.28 | 0.83 | 2.95 | -1.19 | -1.27 | -0.85 |
| Standard Deviation(%) | NA | 14.29 | 23.55 | 28.51 | 23.58 | NA | NA | 24.22 | 12.71 | 17.21 | 32.11 | 22.61 | 30.77 | 36.33 | 17.26 | 15.70 | 13.61 | 17.21 | 18.02 | 24.41 | 25.31 | 38.26 |
| Draw Down(%) | NA | 11.01 | 29.49 | 55.37 | 65.14 | NA | NA | 69.00 | 5.33 | 16.05 | 29.49 | 17.54 | 27.71 | 58.50 | 13.09 | 18.54 | 12.49 | 19.39 | 15.90 | 37.00 | 43.01 | 28.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.10 | 1.47 | 0.89 | 0.66 | 1.11 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 8.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.52 |
Data as of 06/12/2013, AR inception is 06/13/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEPBX (Guggenheim Small Cap Growth B) |
-24.36%
Feb 2006 - Feb 2009 |
-11.91%
Feb 2004 - Feb 2009 |
-5.76%
Aug 2000 - Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEPBX (Guggenheim Small Cap Growth B) |
31.01%
Feb 2009 - Feb 2012 |
17.92%
Sep 2002 - Sep 2007 |
7.96%
Feb 2003 - Feb 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart