Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SESCX (Guggenheim Small Cap Growth C) | NA | 19.04% | 12.72% | 3.42% | 4.53% | NA | NA | 1.34% |
Data as of 06/12/2013, AR inception is 03/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SESCX (Guggenheim Small Cap Growth C) | 03/02/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.04 | 12.72 | 3.42 | 4.53 | NA | NA | 1.34 | 11.54 | 7.67 | -3.35 | 26.68 | 31.94 | -48.83 | -4.46 | 3.70 | 5.95 | 15.25 | 54.10 | -27.96 | -12.06 |
| Sharpe Ratio | NA | 1.31 | 0.54 | 0.11 | 0.14 | NA | NA | 0.01 | 2.18 | 0.44 | -0.11 | 1.17 | 1.03 | -1.36 | -0.40 | 0.03 | 0.28 | 0.83 | 2.96 | -1.24 | -0.66 |
| Standard Deviation(%) | NA | 14.46 | 23.55 | 28.58 | 23.79 | NA | NA | 23.45 | 12.74 | 17.28 | 31.97 | 22.67 | 30.84 | 36.57 | 18.96 | 15.71 | 13.57 | 17.22 | 18.06 | 23.49 | 25.29 |
| Draw Down(%) | NA | 10.91 | 29.49 | 55.68 | 68.25 | NA | NA | 68.25 | 5.15 | 15.57 | 29.49 | 17.56 | 27.65 | 58.51 | 18.45 | 18.54 | 12.54 | 19.40 | 15.95 | 37.02 | 33.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 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 03/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESCX (Guggenheim Small Cap Growth C) |
-26.74%
Feb 2006 - Feb 2009 |
-13.58%
Feb 2004 - Feb 2009 |
0.70%
Aug 2001 - Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SESCX (Guggenheim Small Cap Growth C) |
30.32%
Feb 2009 - Feb 2012 |
17.91%
Sep 2002 - Sep 2007 |
7.10%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart