SIUSX - Guggenheim Investment Grade Bond Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-0.02%
5-Year Average Return3.73%
Number of Years Up30
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)10.63%
Worst 1 Yr Total Return (Feb 3, 2019)-11.33%
Best 3-Yr Total Return10.63%
Worst 3-Yr Total Return-2.00%

Trailing Returns (%) Vs. Benchmarks

ReturnSIUSXCategory
YTD3.38%6.40%
1-Month0.31%1.27%
3-Month2.08%2.93%
1-Year4.07%7.35%
3-Year3.68%2.95%
5-Year3.69%2.84%
10-Year5.22%4.82%
Last Bull Market2.72%4.57%
Last Bear Market3.95%1.86%

Annual Total Return (%) History

Year
SIUSXCategory
2019
N/AN/A
2018
0.83%-0.61%
2017
6.32%4.27%
2016
5.01%3.86%
2015
1.02%-0.45%
2014
7.63%5.42%
2013
3.20%-0.90%
2012
6.34%7.76%
2011
6.94%6.27%
2010
6.11%8.51%
2009
10.63%15.12%
2008
-11.33%-3.86%
2007
2.43%5.62%
2006
3.64%4.48%
2005
1.54%2.09%
2004
3.37%4.59%
2003
2.72%6.32%
2002
9.04%8.44%
2001
7.33%7.84%
2000
9.69%10.08%
1999
-3.60%-1.06%
1998
9.09%7.25%
1997
9.19%9.73%
1996
1.26%4.19%
1995
21.84%19.51%
1994
-6.54%-4.27%
1993
11.77%11.26%
1992
4.97%7.60%
1991
13.78%17.56%
1990
9.78%6.74%
1989
11.75%12.07%
1988
6.23%8.05%
1987
3.75%1.70%
1986
9.11%14.23%
1985
N/A21.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20191.27%2.08%N/AN/A
2018-0.33%0.50%0.02%0.64%
20171.77%2.04%1.10%1.27%
20161.39%3.00%2.12%-1.53%
20151.43%-0.46%0.18%-0.13%
20142.95%2.56%0.97%0.96%
20131.24%-0.29%0.49%1.75%
20121.27%1.13%2.05%1.75%
20111.13%3.66%1.37%0.64%
20102.10%2.07%3.12%-1.27%
20090.36%4.45%4.63%0.86%
2008-1.75%0.02%-3.08%-6.90%
20071.36%-0.81%1.21%0.67%
2006-0.74%-0.15%3.20%1.33%
2005-0.47%2.53%-0.89%0.39%
20042.33%-2.66%2.76%0.99%
20031.15%2.35%-0.74%-0.04%
2002-0.20%3.49%4.16%1.36%
20012.81%0.13%4.22%0.04%
20001.75%0.99%2.77%3.87%
1999-1.62%-1.57%0.14%-0.59%
19981.40%2.60%4.50%0.34%
1997-0.75%3.24%3.48%2.99%
1996-3.32%0.11%1.99%2.58%
19954.39%7.35%2.85%5.72%
1994-3.92%-2.41%-0.74%0.42%
19934.62%3.83%3.30%-0.39%
1992-1.24%2.94%2.22%1.01%
19912.49%1.68%4.75%4.24%
1990-0.08%3.43%1.29%4.88%
19891.04%5.73%1.28%3.28%
19882.41%1.62%1.58%0.49%
19871.72%-0.45%-1.20%3.70%
19863.65%0.47%3.80%0.94%
19857.08%N/AN/AN/A

Rank In Category (By Total Return)

YTD98
1-Month100
3-Month95
1-Year98
3-Year14
5-Year6

Load Adjusted Returns

1-Year-0.09%
3-Year2.28%
5-Year2.84%
10-Year4.79%