Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SEVCX (Guggenheim All Cap Value C) | NA | 9.36% | 8.85% | NA | NA | NA | NA | 12.45% |
Data as of 12/07/2012, AR inception is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEVCX (Guggenheim All Cap Value C) | 10/10/2008 | 12/07/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.36 | 8.85 | NA | NA | NA | NA | 12.45 | 3.41 | 0.53 | 22.05 | 27.87 | -1.45 |
| Sharpe Ratio | NA | 0.55 | 0.41 | NA | NA | NA | NA | 0.44 | 0.23 | 0.02 | 1.10 | 0.99 | -0.10 |
| Standard Deviation(%) | NA | 16.85 | 21.34 | NA | NA | NA | NA | 26.87 | 15.40 | 26.65 | 20.01 | 28.03 | 62.96 |
| Draw Down(%) | NA | 13.31 | 26.03 | NA | NA | NA | NA | 33.08 | 13.31 | 26.03 | 16.92 | 28.79 | 26.51 |
| Yield(%) | 0.00 | 11.81 | 8.15 | 6.06 | 3.03 | 2.02 | 1.52 | 7.58 | 0.00 | 11.10 | 11.48 | 0.00 | 0.00 |
Data as of 12/07/2012, AR inception is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEVCX (Guggenheim All Cap Value C) |
9.38%
Nov 2009 - Nov 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEVCX (Guggenheim All Cap Value C) |
27.92%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart