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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
SFEPX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND P) -6.69% 2.27% 12.24% 11.64% 11.04% NA NA 10.76%
Data as of 07/25/2025, AR inception is 05/04/2015
More Performance Analytics Comparison
Name Start Date End Date
SFEPX (GUGGENHEIM STYLEPLUS - LARGE CORE 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 2.27 12.24 11.64 11.04 NA NA 10.76 -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 -0.19 0.61 0.56 0.51 NA NA 0.50 -0.72 1.70 1.75 -0.96 2.15 0.50 2.22 -0.52 3.20 0.96 -0.28
Standard Deviation(%) NA 18.44 16.86 17.22 18.39 NA NA 18.27 21.08 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 35.62 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 21.08 16.91 14.06 11.87 7.72 5.79 11.57 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 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
SFEPX (GUGGENHEIM STYLEPLUS - LARGE CORE FUND P) 2.42%
Mar 2017 - Mar 2020
7.06%
Dec 2017 - Dec 2022
11.03%
Jun 2015 - Jun 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
11.03%
Jun 2015 - Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart