Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAOSX (GUGGENHEIM ALPHA OPPORTUNITY FUND P) | NA | -7.64% | 6.80% | 4.48% | 6.36% | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAOSX (GUGGENHEIM ALPHA OPPORTUNITY FUND P) | 05/04/2015 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.64 | 6.80 | 4.48 | 6.36 | NA | NA | … | … | -4.57 | 10.17 | 8.58 | -8.85 | 14.05 | 49.62 | -2.23 | -11.26 | 7.71 | 12.95 | -4.86 |
| Sharpe Ratio | NA | -1.05 | 0.37 | 0.25 | 0.32 | NA | NA | … | … | -0.88 | 0.74 | 0.64 | -0.98 | 1.57 | 1.18 | -0.48 | -1.66 | 1.23 | 1.80 | -1.28 |
| Standard Deviation(%) | NA | 10.19 | 9.05 | 9.29 | 15.40 | NA | NA | … | … | 10.60 | 8.89 | 7.77 | 10.58 | 8.95 | 41.62 | 7.71 | 7.67 | 5.75 | 7.08 | 5.66 |
| Draw Down(%) | NA | 10.57 | 10.57 | 15.43 | 22.45 | NA | NA | … | … | 9.18 | 6.41 | 3.64 | 15.38 | 7.31 | 12.64 | 11.14 | 16.08 | 4.77 | 5.56 | 5.49 |
| Yield(%) | 0.00 | 0.53 | 0.56 | 0.66 | 1.40 | 0.90 | 0.67 | … | … | 0.00 | 0.60 | 0.45 | 0.44 | 0.66 | 1.33 | 0.72 | 0.67 | 7.03 | 0.03 | 0.00 |
Data as of 09/23/2025, Common starting date is 05/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOSX (GUGGENHEIM ALPHA OPPORTUNITY FUND P) |
-2.24%
Nov 2016 – Nov 2019 |
3.84%
Aug 2020 – Aug 2025 |
6.23%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAOSX (GUGGENHEIM ALPHA OPPORTUNITY FUND P) |
19.34%
May 2019 – May 2022 |
15.26%
Aug 2019 – Aug 2024 |
6.36%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart