Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIUPX (GUGGENHEIM INVESTMENT GRADE BOND FUND P) | -0.08% | 4.62% | 4.42% | -0.05% | 2.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIUPX (GUGGENHEIM INVESTMENT GRADE BOND FUND P) | 05/04/2015 | 06/05/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 4.62 | 4.42 | -0.05 | 2.46 | NA | NA | … | … | -0.08 | 7.51 | 2.54 | 6.81 | -16.16 | -0.80 | 14.55 | 4.30 | 0.82 | 6.31 | 5.06 | -0.20 |
| Sharpe Ratio | NA | 0.50 | 0.22 | -0.44 | 0.17 | NA | NA | … | … | -0.63 | 1.02 | -0.20 | 0.45 | -2.33 | -0.21 | 2.80 | 0.80 | -0.25 | 2.28 | 1.73 | -0.14 |
| Standard Deviation(%) | NA | 3.94 | 5.35 | 5.90 | 4.85 | NA | NA | … | … | 4.30 | 4.54 | 5.41 | 7.00 | 7.58 | 3.94 | 5.10 | 3.53 | 2.23 | 2.49 | 2.81 | 2.44 |
| Draw Down(%) | NA | 2.99 | 6.22 | 21.65 | 21.65 | NA | NA | … | … | 2.99 | 2.85 | 3.92 | 7.26 | 20.48 | 4.19 | 5.82 | 1.94 | 1.45 | 0.93 | 2.47 | 1.14 |
| Yield(%) | 0.42 | 4.52 | 4.40 | 3.45 | 3.48 | 2.58 | 1.94 | … | … | 1.80 | 4.58 | 4.32 | 4.17 | 2.70 | 3.37 | 4.74 | 2.25 | 2.41 | 3.25 | 3.61 | 2.84 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| SIUPX (GUGGENHEIM INVESTMENT GRADE BOND FUND P) |
-5.42%
Oct 2020 – Oct 2023 |
-0.56%
Jul 2020 – Jul 2025 |
2.43%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIUPX (GUGGENHEIM INVESTMENT GRADE BOND FUND P) |
6.81%
Oct 2022 – Oct 2025 |
6.11%
Dec 2015 – Dec 2020 |
2.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart