Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TAO (Guggenheim China Real Estate ETF) | NA | -1.73% | 11.81% | 8.76% | 7.53% | NA | NA | 3.92% |
Data as of 02/28/2020, AR inception is 12/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TAO (Guggenheim China Real Estate ETF) | 12/19/2007 | 02/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.73 | 11.81 | 8.76 | 7.53 | NA | NA | 3.92 | -5.41 | 16.86 | -8.38 | 55.31 | 0.81 | -0.53 | 6.80 | -9.34 | 58.82 | -25.62 | 10.70 | 71.91 | -55.46 | 3.73 |
| Sharpe Ratio | NA | -0.14 | 0.50 | 0.37 | 0.33 | NA | NA | 0.12 | -1.29 | 0.72 | -0.41 | 3.34 | 0.03 | -0.02 | 0.38 | -0.47 | 2.63 | -0.86 | 0.46 | 1.63 | -0.95 | 4.37 |
| Standard Deviation(%) | NA | 21.69 | 21.32 | 22.02 | 22.32 | NA | NA | 29.56 | 23.73 | 21.33 | 23.91 | 16.45 | 19.20 | 26.38 | 17.65 | 19.84 | 22.58 | 29.86 | 23.33 | 44.07 | 58.92 | 62.12 |
| Draw Down(%) | NA | 23.47 | 29.66 | 36.41 | 41.85 | NA | NA | 71.40 | 13.55 | 23.47 | 29.66 | 8.48 | 18.94 | 31.97 | 11.99 | 20.59 | 16.16 | 40.20 | 20.49 | 28.66 | 69.84 | 7.41 |
| Yield(%) | 0.00 | 3.72 | 6.92 | 5.49 | 4.49 | 2.41 | 1.81 | 3.01 | 0.22 | 4.04 | 6.36 | 8.29 | 2.08 | 4.56 | 2.75 | 2.79 | 2.60 | 0.95 | 0.82 | 5.14 | 1.50 | 0.00 |
Data as of 02/28/2020, AR inception is 12/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAO (Guggenheim China Real Estate ETF) |
-7.33%
Jan 2013 - Jan 2016 |
-0.36%
Jan 2011 - Jan 2016 |
6.33%
Feb 2008 - Feb 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TAO (Guggenheim China Real Estate ETF) |
30.36%
Feb 2009 - Feb 2012 |
19.31%
Oct 2008 - Oct 2013 |
15.57%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart