Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SLCIX (Guggenheim Large Cap Value Inst) | NA | 21.27% | 10.87% | 11.94% | NA | NA | NA | … | … |
Data as of 11/04/2013, Common starting date is 07/15/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SLCIX (Guggenheim Large Cap Value Inst) | 07/15/2008 | 11/04/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.27 | 10.87 | 11.94 | NA | NA | NA | … | … | 16.65 | 14.73 | -3.34 | 16.02 | 26.82 | -25.92 |
| Sharpe Ratio | NA | 2.20 | 0.62 | 0.51 | NA | NA | NA | … | … | 2.16 | 1.11 | -0.13 | 0.84 | 0.91 | -0.92 |
| Standard Deviation(%) | NA | 9.88 | 17.54 | 23.27 | NA | NA | NA | … | … | 9.22 | 13.36 | 25.27 | 19.04 | 29.49 | 52.21 |
| Draw Down(%) | NA | 4.80 | 24.19 | 33.08 | NA | NA | NA | … | … | 4.50 | 11.42 | 24.19 | 17.93 | 31.32 | 43.24 |
| Yield(%) | 0.00 | 0.97 | 0.87 | 0.87 | 0.35 | 0.23 | 0.17 | … | … | 0.00 | 1.05 | 0.74 | 0.81 | 1.06 | 0.00 |
Data as of 11/04/2013, Common starting date is 07/15/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCIX (Guggenheim Large Cap Value Inst) |
-1.83%
Sep 2008 – Sep 2011 |
5.60%
Aug 2008 – Aug 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SLCIX (Guggenheim Large Cap Value Inst) |
25.05%
Feb 2009 – Feb 2012 |
11.71%
Oct 2008 – Oct 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart