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SAOAX: GUGGENHEIM ALPHA OPPORTUNITY FUND A (MUTUAL FUND)
Basic Info 35.97 0.47(1.29%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 07/15/2003 |
| Last Dividend Date: | 12/26/2025 |
| 12-Mo. Yield | 0.71% |
| Expenses | 1.74% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 16.9 | 17.7 | 26.0 | 15.4 | 8.2 | 8.6 | 8.0 | 8.9 | 47.0 | 11.1 | 9.1 | -8.7 | 14.4 | 0.2 | -2.3 | -11.2 | 7.5 | 12.8 | -4.6 | 9.7 | 31.8 | 14.0 | 3.9 | 23.5 | 24.6 | -35.1 | 18.1 | 12.4 | 7.1 | 12.3 | 18.6 |
| Sharpe Ratio | NA | 4.62 | 1.64 | 0.95 | 0.65 | 0.44 | NA | NA | 0.43 | 1.14 | 0.83 | 0.71 | -0.96 | 1.55 | -0.01 | -0.49 | -1.66 | 1.18 | 1.78 | -0.75 | 1.07 | 2.33 | 0.76 | 0.12 | 1.02 | 0.9 | -1.01 | 0.89 | 0.68 | 0.41 | 0.85 | 3.67 |
| Draw Down(%) | NA | 2.5 | 4.5 | 7.9 | 15.4 | 28.7 | NA | NA | 52.3 | 6.5 | 5.7 | 3.6 | 15.4 | 7.3 | 14.0 | 11.2 | 16.0 | 4.9 | 5.5 | 7.2 | 7.0 | 6.9 | 13.8 | 27.7 | 19.5 | 25.5 | 48.5 | 11.0 | 13.2 | 10.2 | 9.2 | 4.8 |
| Standard Deviation(%) | NA | 9.4 | 8.7 | 23.5 | 19.2 | 14.9 | NA | NA | 17.8 | 39.0 | 8.9 | 7.8 | 10.6 | 9.3 | 12.5 | 7.7 | 7.7 | 5.8 | 7.1 | 6.2 | 9.1 | 13.7 | 18.5 | 31.4 | 22.9 | 27.1 | 35.7 | 16.9 | 13.3 | 12.0 | 13.4 | 11.8 |
| Treynor Ratio | NA | 5.98 | 0.75 | -1.71 | 2.22 | 0.4 | NA | NA | 0.12 | -1.08 | 0.29 | 0.31 | -0.52 | 0.63 | 0.0 | -0.12 | -0.45 | 0.19 | 0.35 | -0.18 | 0.13 | 0.29 | 0.12 | 0.03 | 0.19 | 0.26 | -0.43 | 0.15 | 0.08 | 0.05 | 0.1 | 0.47 |
| Alpha | NA | 0.14 | 0.04 | 0.1 | 0.05 | 0.02 | NA | NA | 0.01 | 0.2 | 0.01 | 0.01 | -0.02 | 0.03 | -0.02 | -0.05 | -0.05 | 0.0 | 0.03 | -0.02 | 0.0 | -0.01 | -0.02 | 0.01 | 0.02 | 0.0 | -0.02 | 0.05 | -0.02 | 0.01 | 0.0 | 0.06 |
| Beta | NA | 0.07 | 0.19 | -0.13 | 0.06 | 0.17 | NA | NA | 0.62 | -0.41 | 0.26 | 0.18 | 0.19 | 0.23 | 0.23 | 0.32 | 0.28 | 0.36 | 0.36 | 0.26 | 0.72 | 1.1 | 1.22 | 1.32 | 1.24 | 0.94 | 0.83 | 1.0 | 1.19 | 1.06 | 1.1 | 0.91 |
| RSquared | NA | 0.01 | 0.07 | 0.0 | 0.0 | 0.03 | NA | NA | 0.39 | 0.03 | 0.14 | 0.09 | 0.2 | 0.1 | 0.4 | 0.28 | 0.4 | 0.17 | 0.44 | 0.4 | 0.84 | 0.8 | 0.7 | 0.96 | 0.96 | 0.89 | 0.91 | 0.9 | 0.81 | 0.83 | 0.83 | 0.9 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.0 | 1.7 | 1.0 | 0.7 | 0.9 | 1.2 | 0.9 | 1.0 | 7.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 23.3 | 10.7 | 8.7 | 7.3 | 5.9 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -34.5 | 88.2 | 38.4 | -20.4 | -23.2 | 30.2 | -23.5 | -85.4 | 24166.7 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 115.3 | 25.5 | 23.0 | 38.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2003
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