Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVUIX (GUGGENHEIM MID CAP VALUE INSTITUTIONAL FUND MID CAP VALUE INSTITUTIONAL) | 10.15% | 20.41% | 12.79% | 48.90% | 29.82% | 23.06% | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVUIX (GUGGENHEIM MID CAP VALUE INSTITUTIONAL FUND MID CAP VALUE INSTITUTIONAL) | 07/15/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.47 | 20.41 | 12.79 | 48.90 | 29.82 | 23.06 | NA | … | … | 10.15 | 7.36 | 9.17 | 778.13 | -18.96 | -1.05 | 3.81 | 27.82 | -13.03 | 13.32 | 27.11 | -6.85 | 0.98 | 32.63 | 17.66 | 2.14 | 17.17 | 41.75 | -21.62 |
| Sharpe Ratio | NA | 1.22 | 0.58 | 0.48 | 0.40 | NA | NA | … | … | 1.40 | 0.25 | 0.36 | 3.74 | -0.67 | -0.04 | 0.08 | 1.97 | -0.95 | 1.29 | 1.67 | -0.47 | 0.07 | 2.41 | 1.10 | 0.07 | 0.84 | 1.37 | -0.70 |
| Standard Deviation(%) | NA | 13.52 | 16.14 | 96.64 | 70.16 | NA | NA | … | … | 14.02 | 17.98 | 15.50 | 211.09 | 30.74 | 29.83 | 42.44 | 13.36 | 15.23 | 9.85 | 16.12 | 14.74 | 13.07 | 13.54 | 16.07 | 30.60 | 20.41 | 30.37 | 58.51 |
| Draw Down(%) | NA | 8.69 | 21.03 | 37.72 | 43.08 | NA | NA | … | … | 8.69 | 17.49 | 8.03 | 14.33 | 23.90 | 25.98 | 43.08 | 7.24 | 23.28 | 4.83 | 10.30 | 12.15 | 14.01 | 5.93 | 15.14 | 28.22 | 15.42 | 26.15 | 45.39 |
| Yield(%) | 0.00 | 13.21 | 22.59 | 66.63 | 45.52 | 30.60 | 28.30 | … | … | 0.00 | 13.03 | 50.06 | 70.36 | 3.19 | 2.07 | 0.00 | 4.11 | 10.95 | 12.71 | 12.85 | 9.64 | 14.69 | 8.13 | 11.43 | 16.45 | 5.02 | 4.49 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVUIX (GUGGENHEIM MID CAP VALUE INSTITUTIONAL FUND MID CAP VALUE INSTITUTIONAL) |
-5.93%
Dec 2019 – Dec 2022 |
-1.54%
Dec 2017 – Dec 2022 |
5.22%
Dec 2012 – Dec 2022 |
21.63%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVUIX (GUGGENHEIM MID CAP VALUE INSTITUTIONAL FUND MID CAP VALUE INSTITUTIONAL) |
117.52%
Dec 2022 – Dec 2025 |
62.30%
Mar 2020 – Mar 2025 |
31.09%
Feb 2016 – Feb 2026 |
26.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart