Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEQPX (GUGGENHEIM WORLD EQUITY INCOME FUND P) | 0.61% | 0.34% | 9.14% | 10.06% | 7.19% | NA | NA | 6.96% |
Data as of 07/11/2025, AR inception is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEQPX (GUGGENHEIM WORLD EQUITY INCOME FUND P) | 05/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.34 | 9.14 | 10.06 | 7.19 | NA | NA | 6.96 | 0.61 | 11.41 | 12.09 | -9.32 | 21.31 | 6.15 | 21.00 | -8.69 | 14.67 | 10.49 | -4.54 |
| Sharpe Ratio | NA | -0.20 | 0.44 | 0.58 | 0.39 | NA | NA | 0.37 | -0.11 | 0.78 | 0.79 | -0.60 | 1.94 | 0.19 | 2.24 | -0.77 | 2.65 | 0.98 | -0.52 |
| Standard Deviation(%) | NA | 14.32 | 13.09 | 13.44 | 14.96 | NA | NA | 14.88 | 16.73 | 9.92 | 10.78 | 18.11 | 11.00 | 30.78 | 8.73 | 13.17 | 5.31 | 10.49 | 12.98 |
| Draw Down(%) | NA | 14.13 | 14.35 | 20.01 | 35.35 | NA | NA | 35.35 | 12.79 | 6.73 | 9.28 | 20.01 | 4.70 | 35.35 | 4.70 | 18.17 | 2.10 | 6.98 | 11.28 |
| Yield(%) | 0.00 | 5.63 | 3.73 | 8.88 | 6.20 | 4.06 | 3.04 | 6.09 | 0.18 | 7.14 | 1.88 | 2.19 | 27.31 | 1.68 | 2.97 | 3.50 | 2.21 | 2.45 | 1.01 |
Data as of 07/11/2025, AR inception is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQPX (GUGGENHEIM WORLD EQUITY INCOME FUND P) |
-2.06%
Mar 2017 - Mar 2020 |
3.65%
Sep 2017 - Sep 2022 |
7.35%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQPX (GUGGENHEIM WORLD EQUITY INCOME FUND P) |
15.94%
Dec 2018 - Dec 2021 |
14.26%
Mar 2020 - Mar 2025 |
7.35%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart