Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSSCX (Guggenheim Large Cap Concntr Gr C) | NA | 9.54% | 9.28% | 1.56% | 3.01% | NA | NA | … | … |
Data as of 06/12/2013, Common starting date is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSSCX (Guggenheim Large Cap Concntr Gr C) | 02/15/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.54 | 9.28 | 1.56 | 3.01 | NA | NA | … | … | 8.72 | 7.93 | -5.22 | 15.44 | 32.30 | -37.85 | -7.26 | 5.81 | 10.85 | 10.10 | 15.98 | -26.84 | -11.00 |
| Sharpe Ratio | NA | 0.77 | 0.48 | 0.06 | 0.09 | NA | NA | … | … | 1.79 | 0.58 | -0.21 | 0.77 | 1.26 | -1.02 | -0.68 | 0.20 | 0.64 | 0.76 | 0.92 | -1.06 | -0.62 |
| Standard Deviation(%) | NA | 12.36 | 19.17 | 25.49 | 20.72 | NA | NA | … | … | 11.50 | 13.80 | 25.61 | 20.06 | 25.57 | 37.81 | 15.12 | 12.61 | 13.52 | 11.99 | 16.54 | 26.37 | 24.08 |
| Draw Down(%) | NA | 10.15 | 22.34 | 49.27 | 55.39 | NA | NA | … | … | 3.93 | 11.06 | 22.34 | 17.66 | 21.58 | 46.67 | 12.38 | 13.64 | 12.51 | 11.62 | 13.56 | 34.43 | 32.01 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.20 | 0.57 | 0.43 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, Common starting date is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSCX (Guggenheim Large Cap Concntr Gr C) |
-19.82%
Feb 2006 – Feb 2009 |
-8.67%
Feb 2004 – Feb 2009 |
-0.89%
Dec 2001 – Dec 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSSCX (Guggenheim Large Cap Concntr Gr C) |
22.19%
Feb 2009 – Feb 2012 |
9.49%
Sep 2002 – Sep 2007 |
4.18%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart