Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFECX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND C) | 13.74% | 30.20% | 22.62% | 23.38% | 17.80% | 14.92% | 10.87% | … | … |
Data as of 06/04/2026, Common starting date is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFECX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND C) | 02/15/2001 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 30.20 | 22.62 | 23.38 | 17.80 | 14.92 | 10.87 | … | … | 13.74 | 15.18 | 24.95 | 276.80 | -55.90 | 18.98 | 3.42 | 28.49 | -8.16 | 20.99 | 11.97 | -0.17 | 13.74 | 27.03 | 11.39 | -5.17 | 14.78 | 28.04 | -38.08 | -5.76 | 12.62 | 3.07 | 6.46 | 20.12 | -24.42 | -12.53 |
| Sharpe Ratio | NA | 2.29 | 1.34 | 0.35 | 0.37 | NA | NA | … | … | 2.31 | 0.68 | 1.66 | 2.46 | -0.89 | 1.26 | 0.09 | 2.14 | -0.55 | 3.07 | 0.88 | -0.01 | 1.21 | 2.41 | 0.85 | -0.21 | 0.75 | 1.06 | -1.03 | -0.59 | 0.50 | 0.08 | 0.50 | 1.17 | -1.02 | -0.78 |
| Standard Deviation(%) | NA | 12.25 | 14.83 | 59.30 | 44.21 | NA | NA | … | … | 14.34 | 18.17 | 12.87 | 112.78 | 64.47 | 15.03 | 36.39 | 12.61 | 17.27 | 6.65 | 13.34 | 15.52 | 11.38 | 11.21 | 13.39 | 25.26 | 19.47 | 26.46 | 37.87 | 15.09 | 18.55 | 9.93 | 10.90 | 16.52 | 25.10 | 21.40 |
| Draw Down(%) | NA | 10.35 | 18.33 | 58.84 | 58.84 | NA | NA | … | … | 10.35 | 18.26 | 8.45 | 10.42 | 56.78 | 9.18 | 35.66 | 6.96 | 21.02 | 2.83 | 10.86 | 12.42 | 7.49 | 6.00 | 11.12 | 23.29 | 17.97 | 26.13 | 47.08 | 11.76 | 10.56 | 7.43 | 8.26 | 13.21 | 32.28 | 27.49 |
| Yield(%) | 0.00 | 2.84 | 19.59 | 18.22 | 14.83 | 13.06 | 29.42 | … | … | 0.00 | 2.87 | 48.15 | 16.31 | 0.77 | 0.00 | 0.51 | 1.70 | 20.92 | 23.24 | 2.73 | 12.89 | 17.32 | 22.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 15.96 | 11.22 | 3.28 | 7.29 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFECX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND C) |
-18.44%
Dec 2019 – Dec 2022 |
-9.89%
Feb 2004 – Feb 2009 |
-0.95%
Sep 2001 – Sep 2011 |
1.24%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFECX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND C) |
75.69%
Dec 2022 – Dec 2025 |
25.47%
Mar 2020 – Mar 2025 |
17.83%
May 2016 – May 2026 |
16.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart