Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUFCX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND C-CLASS) | 9.72% | 11.39% | 12.99% | 9.74% | 10.73% | 10.23% | 7.46% | … | … |
Data as of 06/10/2026, Common starting date is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUFCX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND C-CLASS) | 02/15/2001 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.81 | 11.39 | 12.99 | 9.74 | 10.73 | 10.23 | 7.46 | … | … | 9.72 | 1.10 | 16.17 | 276.10 | -65.20 | 0.21 | 5.65 | 31.29 | -8.76 | 23.10 | 7.25 | -1.89 | 11.29 | 28.51 | 13.94 | -5.49 | 22.07 | 41.59 | -40.96 | -10.36 | 4.86 | 6.24 | 8.82 | 55.05 | -28.17 | -16.33 |
| Sharpe Ratio | NA | 0.64 | 0.61 | 0.12 | 0.19 | NA | NA | … | … | 1.36 | -0.09 | 0.77 | 2.43 | -0.82 | 0.01 | 0.13 | 2.04 | -0.55 | 2.67 | 0.46 | -0.13 | 0.84 | 2.28 | 0.88 | -0.19 | 1.02 | 1.44 | -1.01 | -0.78 | 0.08 | 0.24 | 0.40 | 2.67 | -1.01 | -0.74 |
| Standard Deviation(%) | NA | 16.16 | 18.22 | 64.40 | 48.31 | NA | NA | … | … | 19.29 | 20.90 | 16.34 | 113.59 | 81.62 | 22.95 | 41.12 | 14.61 | 18.66 | 8.43 | 15.30 | 15.31 | 13.43 | 12.50 | 15.85 | 29.09 | 21.53 | 28.88 | 41.43 | 17.41 | 18.59 | 16.30 | 19.43 | 20.36 | 28.91 | 28.65 |
| Draw Down(%) | NA | 9.25 | 23.71 | 71.23 | 71.93 | NA | NA | … | … | 9.25 | 22.16 | 10.01 | 14.61 | 65.80 | 19.97 | 38.61 | 7.22 | 23.82 | 3.39 | 14.30 | 13.31 | 10.26 | 6.97 | 11.73 | 23.86 | 18.93 | 20.55 | 54.04 | 17.05 | 19.28 | 15.24 | 24.12 | 13.97 | 41.54 | 36.60 |
| Yield(%) | 0.00 | 0.00 | 4.75 | 3.14 | 6.66 | 7.95 | 17.27 | … | … | 0.00 | 0.00 | 7.50 | 21.83 | 0.00 | 0.00 | 0.00 | 3.29 | 26.12 | 17.79 | 0.00 | 15.54 | 14.28 | 12.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.69 | 20.73 | 11.31 | 8.74 | 6.47 | 5.15 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| SUFCX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND C-CLASS) |
-28.31%
Dec 2019 – Dec 2022 |
-15.09%
Dec 2017 – Dec 2022 |
-1.99%
Dec 2012 – Dec 2022 |
-0.71%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUFCX (GUGGENHEIM STYLEPLUS – MID GROWTH FUND C-CLASS) |
64.08%
Dec 2022 – Dec 2025 |
22.66%
Feb 2009 – Feb 2014 |
15.21%
Feb 2009 – Feb 2019 |
13.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart