Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GIKRX (Guggenheim Limited Duration Fund Class R6) | 0.44% | 4.25% | 5.70% | 3.03% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/14/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GIKRX (Guggenheim Limited Duration Fund Class R6) | 03/14/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.25 | 5.70 | 3.03 | NA | NA | NA | … | … | 0.44 | 6.07 | 6.05 | 7.32 | -4.21 | 0.24 | 6.92 | 1.98 |
| Sharpe Ratio | NA | 0.78 | 1.16 | 0.23 | NA | NA | NA | … | … | -0.80 | 1.69 | 1.17 | 1.32 | -2.15 | 0.21 | 2.85 | 0.47 |
| Standard Deviation(%) | NA | 1.83 | 2.09 | 2.23 | NA | NA | NA | … | … | 1.85 | 1.89 | 2.08 | 2.80 | 2.64 | 1.00 | 2.34 | 2.27 |
| Draw Down(%) | NA | 1.13 | 1.13 | 7.47 | NA | NA | NA | … | … | 1.13 | 0.81 | 0.85 | 1.13 | 7.01 | 0.90 | 4.51 | 1.25 |
| Yield(%) | 0.00 | 4.22 | 4.54 | 3.60 | 2.41 | 1.61 | 1.21 | … | … | 1.49 | 4.55 | 4.50 | 4.45 | 2.55 | 2.03 | 2.69 | 2.05 |
Data as of 06/10/2026, Common starting date is 03/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIKRX (Guggenheim Limited Duration Fund Class R6) |
0.11%
Oct 2019 – Oct 2022 |
2.47%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GIKRX (Guggenheim Limited Duration Fund Class R6) |
6.96%
Oct 2022 – Oct 2025 |
3.57%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart