Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSCAX (Guggenheim Small Cap Growth A) | NA | 19.84% | 13.51% | 4.33% | 6.31% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 06/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSCAX (Guggenheim Small Cap Growth A) | 06/07/1999 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.84 | 13.51 | 4.33 | 6.31 | NA | NA | … | … | 11.78 | 8.53 | -2.67 | 27.65 | 32.94 | -48.03 | 4.86 | 4.55 | 6.72 | 16.14 | 55.09 | -26.67 | -28.85 | -9.62 | 90.40 |
| Sharpe Ratio | NA | 1.39 | 0.58 | 0.15 | 0.22 | NA | NA | … | … | 2.23 | 0.50 | -0.08 | 1.22 | 1.07 | -1.34 | 0.11 | 0.08 | 0.34 | 0.88 | 3.03 | -1.18 | -1.24 | -0.31 | 8.69 |
| Standard Deviation(%) | NA | 14.28 | 23.52 | 28.54 | 23.60 | NA | NA | … | … | 12.76 | 17.14 | 32.06 | 22.68 | 30.80 | 36.48 | 17.23 | 15.67 | 13.56 | 17.21 | 17.94 | 23.51 | 25.44 | 43.93 | 23.35 |
| Draw Down(%) | NA | 10.79 | 29.32 | 55.09 | 64.77 | NA | NA | … | … | 5.10 | 15.47 | 29.32 | 17.39 | 27.60 | 58.22 | 13.03 | 18.41 | 12.30 | 19.21 | 15.83 | 36.26 | 42.66 | 45.71 | 11.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.09 | 1.38 | 2.08 | 1.56 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 7.83 | 0.00 | 0.00 | 0.00 | 0.00 | 0.79 | 0.00 | 6.87 | 4.42 |
Data as of 06/12/2013, Common starting date is 06/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCAX (Guggenheim Small Cap Growth A) |
-32.58%
Feb 2000 – Feb 2003 |
-11.26%
Feb 2004 – Feb 2009 |
-6.88%
Feb 2000 – Feb 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSCAX (Guggenheim Small Cap Growth A) |
31.93%
Feb 2009 – Feb 2012 |
18.88%
Sep 2002 – Sep 2007 |
8.91%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart