Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEWIX (GUGGENHEIM WORLD EQUITY INCOME FUND INSTITUTIONAL) | 10.55% | 29.30% | 18.67% | 4.60% | 7.61% | 6.68% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEWIX (GUGGENHEIM WORLD EQUITY INCOME FUND INSTITUTIONAL) | 05/03/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 29.30 | 18.67 | 4.60 | 7.61 | 6.68 | NA | … | … | 10.55 | 7.31 | 5.69 | 12.35 | -9.12 | -4.29 | 6.27 | 21.42 | -8.46 | 14.99 | 9.41 | -0.71 | 4.92 | 19.79 | 16.23 | -21.43 |
| Sharpe Ratio | NA | 2.48 | 1.32 | 0.14 | 0.36 | NA | NA | … | … | 1.97 | 0.23 | -0.08 | 0.76 | -0.58 | -0.16 | 0.20 | 2.31 | -0.75 | 2.69 | 0.89 | -0.06 | 0.57 | 1.67 | 1.11 | -1.06 |
| Standard Deviation(%) | NA | 10.94 | 11.99 | 17.08 | 16.72 | NA | NA | … | … | 12.87 | 19.63 | 11.23 | 10.79 | 18.09 | 26.44 | 30.81 | 8.68 | 13.11 | 5.37 | 10.34 | 12.12 | 8.64 | 11.84 | 14.70 | 28.68 |
| Draw Down(%) | NA | 8.45 | 14.02 | 36.36 | 36.36 | NA | NA | … | … | 8.45 | 12.72 | 11.15 | 9.26 | 19.81 | 21.50 | 35.30 | 4.57 | 17.95 | 2.09 | 6.90 | 11.18 | 9.70 | 9.67 | 16.71 | 26.06 |
| Yield(%) | 0.00 | 15.30 | 9.36 | 4.78 | 4.86 | 4.46 | 3.18 | … | … | 0.00 | 16.34 | 7.42 | 2.23 | 2.16 | 2.39 | 1.81 | 3.48 | 2.90 | 2.68 | 2.30 | 2.55 | 2.89 | 2.51 | 2.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEWIX (GUGGENHEIM WORLD EQUITY INCOME FUND INSTITUTIONAL) |
-4.29%
Sep 2019 – Sep 2022 |
-0.94%
Sep 2017 – Sep 2022 |
3.12%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEWIX (GUGGENHEIM WORLD EQUITY INCOME FUND INSTITUTIONAL) |
19.53%
May 2023 – May 2026 |
11.47%
May 2012 – May 2017 |
9.34%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart