Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SHYIX (GUGGENHEIM HIGH YIELD FUND INSTITUTIONAL CLASS) | 2.69% | 7.15% | 8.49% | 5.68% | 4.64% | 5.92% | NA | 6.76% |
Data as of 07/11/2025, AR inception is 07/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHYIX (GUGGENHEIM HIGH YIELD FUND INSTITUTIONAL CLASS) | 07/16/2008 | 07/11/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 7.15 | 8.49 | 5.68 | 4.64 | 5.92 | NA | 6.76 | 2.69 | 7.47 | 12.27 | -9.05 | 5.45 | 5.22 | 10.64 | -2.97 | 6.24 | 16.19 | -2.06 | 1.56 | 11.44 | 17.26 | -0.38 | 14.85 | 68.05 | -31.62 |
| Sharpe Ratio | NA | 1.15 | 1.13 | 0.82 | 0.67 | NA | NA | 1.03 | 0.58 | 0.28 | 1.60 | -1.61 | 2.19 | 0.54 | 3.52 | -1.36 | 2.23 | 3.70 | -0.55 | 0.46 | 3.23 | 4.80 | -0.06 | 4.11 | 9.42 | -4.53 |
| Standard Deviation(%) | NA | 3.45 | 4.55 | 4.45 | 4.79 | NA | NA | 5.31 | 3.74 | 3.11 | 5.06 | 6.50 | 2.48 | 9.17 | 2.63 | 3.15 | 2.53 | 4.32 | 3.78 | 3.32 | 3.53 | 3.61 | 7.04 | 3.59 | 7.21 | 12.47 |
| Draw Down(%) | NA | 3.40 | 7.33 | 12.93 | 19.39 | NA | NA | 35.88 | 3.40 | 1.74 | 4.19 | 12.93 | 1.91 | 19.39 | 1.12 | 4.99 | 1.60 | 4.33 | 7.81 | 5.57 | 4.13 | 2.91 | 15.38 | 5.26 | 7.10 | 35.88 |
| Yield(%) | 0.00 | 5.59 | 6.28 | 5.70 | 5.45 | 6.56 | 5.81 | 7.26 | 2.15 | 6.72 | 6.52 | 5.49 | 4.64 | 5.41 | 5.24 | 6.47 | 5.93 | 6.41 | 6.82 | 9.25 | 7.55 | 12.12 | 14.89 | 9.56 | 11.23 | 0.00 |
Data as of 07/11/2025, AR inception is 07/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYIX (GUGGENHEIM HIGH YIELD FUND INSTITUTIONAL CLASS) |
-1.29%
Mar 2017 - Mar 2020 |
1.07%
Sep 2017 - Sep 2022 |
3.63%
Oct 2013 - Oct 2023 |
5.64%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHYIX (GUGGENHEIM HIGH YIELD FUND INSTITUTIONAL CLASS) |
25.49%
Feb 2009 - Feb 2012 |
20.26%
Nov 2008 - Nov 2013 |
12.07%
Nov 2008 - Nov 2018 |
9.22%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart