Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XGGMX (Guggenheim Credit Allocation Fund) | NA | -37.61% | -8.24% | -5.42% | NA | NA | NA | -2.70% |
Data as of 12/31/2021, AR inception is 06/27/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGGMX (Guggenheim Credit Allocation Fund) | 06/27/2013 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -37.61 | -8.24 | -5.42 | NA | NA | NA | -2.70 | -38.40 | 10.06 | 15.37 | -4.94 | 3.29 | 12.01 | -11.86 | 2.44 | 4.69 |
| Sharpe Ratio | NA | -0.71 | -0.29 | -0.26 | NA | NA | NA | -0.17 | -0.71 | 0.95 | 1.59 | -2.19 | 0.90 | 2.26 | -2.69 | 0.86 | 5.94 |
| Standard Deviation(%) | NA | 53.84 | 31.64 | 24.59 | NA | NA | NA | 19.02 | 53.84 | 10.25 | 8.77 | 2.87 | 2.95 | 5.21 | 4.42 | 2.81 | 1.57 |
| Draw Down(%) | NA | 42.43 | 42.43 | 42.43 | NA | NA | NA | 42.43 | 42.43 | 21.90 | 5.04 | 6.87 | 2.32 | 7.86 | 15.37 | 6.05 | 0.66 |
| Yield(%) | 0.00 | 6.43 | 9.64 | 7.54 | 4.76 | 3.17 | 2.38 | 5.95 | 6.44 | 11.22 | 11.31 | 9.69 | 3.23 | 0.00 | 0.79 | 8.48 | 2.70 |
Data as of 12/31/2021, AR inception is 06/27/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGGMX (Guggenheim Credit Allocation Fund) |
-10.18%
Aug 2018 - Aug 2021 |
-5.11%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGGMX (Guggenheim Credit Allocation Fund) |
7.44%
Jun 2018 - Jun 2021 |
8.32%
Feb 2016 - Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart