Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEUPX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND P) | -7.70% | -0.03% | 9.84% | 6.37% | 8.62% | NA | NA | 8.28% |
Data as of 07/25/2025, AR inception is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEUPX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND P) | 05/04/2015 | 07/25/2025 |
| 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 | -0.03 | 9.84 | 6.37 | 8.62 | NA | NA | 8.28 | -7.70 | 16.94 | 25.98 | -28.57 | 13.26 | 31.85 | 32.90 | -7.94 | 24.03 | 8.01 | -6.82 |
| Sharpe Ratio | NA | -0.15 | 0.32 | 0.21 | 0.33 | NA | NA | 0.32 | -0.71 | 0.82 | 1.34 | -0.95 | 0.71 | 0.87 | 2.15 | -0.50 | 2.78 | 0.51 | -0.62 |
| Standard Deviation(%) | NA | 21.04 | 20.04 | 21.71 | 21.27 | NA | NA | 21.10 | 23.14 | 16.32 | 16.77 | 31.67 | 18.70 | 36.15 | 14.61 | 18.62 | 8.44 | 15.29 | 16.28 |
| Draw Down(%) | NA | 23.53 | 23.53 | 37.90 | 38.56 | NA | NA | 38.56 | 22.06 | 9.95 | 14.39 | 34.23 | 11.86 | 38.56 | 7.06 | 23.47 | 3.35 | 14.26 | 13.22 |
| Yield(%) | 0.00 | 2.60 | 11.08 | 10.24 | 9.83 | 6.35 | 4.76 | 9.53 | 0.00 | 2.84 | 2.21 | 21.63 | 7.16 | 16.61 | 3.25 | 19.71 | 13.93 | 0.90 | 12.07 |
Data as of 07/25/2025, 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 |
|---|---|---|---|---|
| SEUPX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND P) |
-0.43%
Jun 2021 - Jun 2024 |
5.28%
Sep 2018 - Sep 2023 |
8.51%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEUPX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND P) |
25.67%
Dec 2018 - Dec 2021 |
19.58%
Oct 2016 - Oct 2021 |
8.51%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart