Performance Comparison
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