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Guggenheim Core Bond Fund P (SIUPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
16.31-0.03 (-0.18%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.22%
5-Year Average Return0.92%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Oct 21, 2024)14.54%
Worst 1 Yr Total Return (Oct 21, 2024)N/A
Best 3-Yr Total Return14.54%
Worst 3-Yr Total Return-3.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSIUPXCategory
YTD5.11%-1.22%
1-Month1.35%0.67%
3-Month5.06%1.77%
1-Year11.98%0.77%
3-Year-2.04%5.26%
5-Year1.20%3.02%
10-Year2.51%3.31%
Last Bull Market8.09%3.52%
Last Bear Market-7.10%3.25%

Annual Total Return (%) History

Year
SIUPXCategory
2024
N/AN/A
2023
6.79%N/A
2022
-16.17%N/A
2021
-0.81%N/A
2020
14.54%7.52%
2019
4.29%8.06%
2018
0.83%-0.50%
2017
6.31%3.71%
2016
5.06%3.23%
2015
N/A-0.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.29%0.34%5.06%N/A
20233.93%-0.48%-3.09%6.54%
2022-6.93%-7.10%-4.25%1.27%
2021-3.70%3.13%-0.03%-0.10%
20203.09%5.40%2.57%2.77%
20191.27%2.08%1.60%-0.70%
2018-0.33%0.49%-0.04%0.70%
20171.72%2.04%1.08%1.32%
20161.38%3.00%2.17%-1.52%
20150.29%-0.16%N/AN/A

Rank In Category (By Total Return)

YTD22
1-Month37
3-Month62
1-Year36
3-Year91
5-Year9

Load Adjusted Returns

1-Year11.98%
3-Year-2.04%
5-Year1.20%
10-Year2.51%