Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SFGCX (GUGGENHEIM WORLD EQUITY INCOME FUND C) | 7.56% | 0.23% | 9.20% | 3.00% | 3.38% | 4.81% | 3.58% | 3.40% |
Data as of 07/17/2025, AR inception is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFGCX (GUGGENHEIM WORLD EQUITY INCOME FUND C) | 02/15/2001 | 07/17/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.86 | 0.23 | 9.20 | 3.00 | 3.38 | 4.81 | 3.58 | 3.40 | 7.56 | 4.75 | 11.26 | -10.01 | -9.42 | 5.14 | 20.09 | -9.36 | 13.84 | 8.91 | -1.66 | 3.79 | 18.48 | 15.04 | -16.72 | 14.07 | 18.89 | -38.70 | 10.30 | 18.39 | 12.22 | 17.06 | 40.54 | -24.76 | -11.90 |
| Sharpe Ratio | NA | -0.12 | 0.41 | 0.07 | 0.12 | NA | NA | 0.12 | 0.68 | -0.16 | 0.65 | -0.63 | -0.31 | 0.16 | 2.13 | -0.82 | 2.49 | 0.84 | -0.14 | 0.44 | 1.57 | 1.03 | -0.67 | 0.76 | 0.90 | -1.15 | 0.47 | 0.61 | 1.08 | 1.29 | 2.66 | -1.36 | -0.85 |
| Standard Deviation(%) | NA | 16.03 | 13.74 | 18.84 | 17.63 | NA | NA | 18.28 | 18.00 | 11.27 | 10.84 | 18.10 | 30.65 | 30.85 | 8.78 | 13.10 | 5.34 | 10.33 | 12.19 | 8.61 | 11.74 | 14.68 | 24.86 | 18.35 | 20.78 | 34.24 | 15.52 | 24.75 | 9.35 | 12.48 | 14.98 | 19.09 | 18.76 |
| Draw Down(%) | NA | 18.87 | 18.87 | 39.65 | 39.65 | NA | NA | 53.15 | 12.88 | 11.16 | 9.52 | 20.47 | 25.00 | 35.41 | 4.70 | 18.70 | 2.23 | 6.99 | 11.47 | 9.89 | 9.88 | 16.86 | 25.89 | 15.24 | 20.98 | 49.22 | 11.85 | 13.96 | 6.86 | 12.38 | 15.83 | 31.50 | 25.94 |
| Yield(%) | 0.00 | 1.14 | 1.38 | 1.26 | 1.61 | 1.93 | 3.81 | 3.51 | 0.03 | 1.97 | 1.26 | 1.17 | 1.36 | 0.85 | 2.18 | 2.21 | 1.66 | 1.98 | 1.43 | 2.26 | 0.55 | 1.56 | 0.00 | 0.00 | 0.00 | 0.50 | 38.88 | 14.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, AR inception is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGCX (GUGGENHEIM WORLD EQUITY INCOME FUND C) |
-13.06%
Feb 2006 - Feb 2009 |
-7.37%
May 2007 - May 2012 |
1.09%
Oct 2007 - Oct 2017 |
-0.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFGCX (GUGGENHEIM WORLD EQUITY INCOME FUND C) |
29.24%
Mar 2003 - Mar 2006 |
20.12%
Oct 2002 - Oct 2007 |
8.39%
Sep 2011 - Sep 2021 |
7.90%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart