Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFEPX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND P) | NA | -3.70% | 15.19% | 11.53% | 11.75% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFEPX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND P) | 05/04/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.70 | 15.19 | 11.53 | 11.75 | NA | NA | … | … | -6.69 | 25.42 | 26.53 | -22.10 | 28.03 | 17.64 | 29.56 | -7.49 | 21.98 | 12.90 | -3.11 |
| Sharpe Ratio | NA | -0.40 | 0.74 | 0.55 | 0.57 | NA | NA | … | … | -0.67 | 1.70 | 1.75 | -0.96 | 2.15 | 0.50 | 2.22 | -0.52 | 3.20 | 0.96 | -0.28 |
| Standard Deviation(%) | NA | 16.74 | 15.90 | 16.89 | 18.14 | NA | NA | … | … | 18.19 | 12.84 | 13.22 | 24.51 | 13.05 | 34.49 | 12.63 | 17.26 | 6.69 | 13.27 | 16.72 |
| Draw Down(%) | NA | 18.37 | 18.37 | 27.63 | 35.62 | NA | NA | … | … | 18.12 | 8.44 | 10.23 | 27.61 | 5.32 | 35.62 | 6.91 | 20.73 | 2.71 | 10.76 | 12.61 |
| Yield(%) | 0.00 | 19.85 | 18.28 | 13.98 | 12.65 | 7.72 | 5.79 | … | … | 0.00 | 24.29 | 2.97 | 22.93 | 5.61 | 9.89 | 1.93 | 16.93 | 19.20 | 3.17 | 10.94 |
Data as of 09/23/2025, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFEPX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND P) |
2.42%
Mar 2017 – Mar 2020 |
7.06%
Dec 2017 – Dec 2022 |
10.85%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFEPX (GUGGENHEIM STYLEPLUS – LARGE CORE FUND P) |
24.96%
Dec 2018 – Dec 2021 |
17.77%
Mar 2020 – Mar 2025 |
11.56%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart