Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GURCX (GUGGENHEIM RISK MANAGED REAL ESTATE FUND C-CLASS) | 14.60% | 14.47% | 9.22% | 3.06% | 6.58% | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 03/28/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GURCX (GUGGENHEIM RISK MANAGED REAL ESTATE FUND C-CLASS) | 03/28/2014 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 14.47 | 9.22 | 3.06 | 6.58 | NA | NA | … | … | 14.60 | 1.03 | 3.87 | 11.84 | -24.56 | 40.58 | 0.62 | 24.23 | -5.00 | 9.12 | 8.49 | 2.76 | 22.11 |
| Sharpe Ratio | NA | 0.89 | 0.43 | 0.02 | 0.28 | NA | NA | … | … | 2.52 | -0.12 | 0.02 | 0.45 | -1.18 | 2.69 | 0.01 | 2.06 | -0.47 | 1.06 | 0.59 | 0.19 | 2.95 |
| Standard Deviation(%) | NA | 12.92 | 15.55 | 17.24 | 18.16 | NA | NA | … | … | 13.81 | 15.97 | 14.28 | 18.34 | 22.07 | 15.08 | 35.27 | 11.06 | 13.60 | 8.02 | 14.04 | 14.16 | 10.17 |
| Draw Down(%) | NA | 8.13 | 16.93 | 31.58 | 33.39 | NA | NA | … | … | 8.13 | 13.80 | 10.32 | 18.76 | 30.33 | 6.79 | 33.39 | 6.24 | 11.48 | 4.44 | 11.15 | 12.73 | 5.64 |
| Yield(%) | 0.00 | 1.38 | 2.54 | 3.21 | 4.46 | 4.62 | 3.46 | … | … | 0.00 | 1.41 | 4.10 | 2.32 | 4.10 | 6.65 | 6.56 | 6.41 | 1.89 | 4.61 | 4.08 | 14.54 | 0.62 |
Data as of 06/16/2026, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GURCX (GUGGENHEIM RISK MANAGED REAL ESTATE FUND C-CLASS) |
-4.31%
Dec 2021 – Dec 2024 |
3.29%
May 2021 – May 2026 |
5.43%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GURCX (GUGGENHEIM RISK MANAGED REAL ESTATE FUND C-CLASS) |
20.67%
Dec 2018 – Dec 2021 |
12.74%
Dec 2016 – Dec 2021 |
7.87%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart