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RYAMX: GUGGENHEIM LONG SHORT EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 06/23/2005 |
| Last Dividend Date: | 08/16/2024 |
| 12-Mo. Yield | 100.69% |
| Expenses | 1.41% |
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Performance Analytics (As of 02/07/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1685675.0 | NA | NA | NA | NA | NA | 0.0 | -1813925.3 | 12.0 | -14.2 | 23.8 | 5.5 | 5.8 | -13.0 | 14.9 | 0.4 | 1.2 | 2.8 | 18.2 | 4.0 | -6.9 | 9.7 | 28.6 | -40.3 | 21.9 | 14.7 | 11.0 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 0.0 | NA | 0.8 | -1.01 | 2.19 | 0.26 | 0.43 | -1.26 | 1.92 | 0.03 | 0.14 | 0.37 | 2.78 | 0.41 | -0.32 | 0.44 | 1.14 | -1.14 | 0.85 | 0.66 | 1.29 |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | NA | 0.0 | NA | 4.4 | 21.7 | 7.2 | 22.4 | 9.9 | 20.5 | 4.1 | 6.9 | 4.9 | 8.8 | 2.6 | 8.6 | 20.7 | 21.7 | 21.3 | 46.8 | 16.3 | 19.4 | 9.3 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 9.8 | 15.5 | 10.9 | 20.6 | 10.1 | 11.4 | 7.4 | 6.5 | 7.8 | 7.5 | 6.5 | 9.7 | 21.6 | 22.1 | 24.9 | 36.0 | 22.4 | 17.4 | 15.2 |
| Treynor Ratio | NA | 12.72 | NA | NA | NA | NA | NA | NA | 14.22 | 0.16 | -0.31 | 0.45 | 0.1 | 0.07 | -0.25 | 0.19 | 0.0 | 0.03 | 0.05 | 0.38 | 0.06 | -0.08 | 0.08 | 0.34 | -0.51 | 0.15 | 0.08 | 0.15 |
| Alpha | NA | -6593.07 | -2212.82 | -1326.04 | -661.3 | NA | -337.44 | -0.01 | -6559.21 | -0.01 | -0.02 | 0.03 | -0.02 | -0.05 | -0.05 | 0.0 | -0.02 | 0.0 | -0.02 | 0.01 | -0.02 | -0.03 | -0.03 | 0.02 | -0.06 | 0.06 | -0.02 | 0.04 |
| Beta | NA | -1325.17 | -302.69 | -110.32 | -82.61 | NA | -37.24 | 0.0 | -1275.73 | 0.49 | 0.5 | 0.52 | 0.53 | 0.61 | 0.57 | 0.76 | 0.37 | 0.39 | 0.55 | 0.48 | 0.62 | 0.85 | 1.16 | 0.84 | 0.8 | 1.25 | 1.43 | 1.3 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.42 | 0.61 | 0.4 | 0.79 | 0.58 | 0.72 | 0.46 | 0.55 | 0.59 | 0.7 | 0.65 | 0.66 | 0.85 | 0.9 | 0.84 | 0.83 | 0.8 | 0.68 | 0.7 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 107.9 | 0.3 | 0.4 | 0.4 | 0.5 | 0.8 | 1.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 6.8 | 6.8 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 42902.5 | -32.9 | 8.6 | -12.5 | -38.0 | -54.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 5.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/2005
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