Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SVSIX (Guggenheim All Cap Value Instl) | NA | 9.66% | 9.46% | NA | NA | NA | NA | 13.25% |
Data as of 12/07/2012, AR inception is 10/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVSIX (Guggenheim All Cap Value Instl) | 10/10/2008 | 12/07/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.66 | 9.46 | NA | NA | NA | NA | 13.25 | 3.80 | 1.32 | 23.28 | 28.41 | -1.20 |
| Sharpe Ratio | NA | 0.39 | 0.39 | NA | NA | NA | NA | 0.45 | 0.17 | 0.05 | 1.16 | 1.01 | -0.09 |
| Standard Deviation(%) | NA | 24.50 | 23.88 | NA | NA | NA | NA | 28.22 | 23.58 | 26.84 | 20.01 | 28.01 | 62.86 |
| Draw Down(%) | NA | 13.08 | 25.72 | NA | NA | NA | NA | 32.75 | 13.08 | 25.72 | 16.75 | 28.60 | 26.40 |
| Yield(%) | 0.00 | 11.90 | 8.30 | 6.25 | 3.12 | 2.08 | 1.56 | 7.81 | 0.00 | 11.29 | 11.73 | 0.00 | 0.00 |
Data as of 12/07/2012, AR inception is 10/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVSIX (Guggenheim All Cap Value Instl) |
9.99%
Nov 2009 - Nov 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVSIX (Guggenheim All Cap Value Instl) |
28.61%
Feb 2009 - Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart