Guggenheim Mutual Funds List
Here you can find all mutual funds issued by Guggenheim and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Guggenheim
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Guggenheim SMid Cap Value Fund | Mid Cap Value Equities | May 1, 1997 | 1.19% | 0.55% | 8.09% | 14.10% | 19 | ||||||||
| Guggenheim High Yield Fund | High Yield Bonds | Aug 5, 1996 | 1.05% | -1.45% | 4.87% | 5.95% | 68 | ||||||||
| Guggenheim Core Bond Fund | Intermediate Core Bond | Aug 15, 1985 | 0.79% | -0.39% | 2.45% | 4.11% | 34 | ||||||||
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | Jun 18, 2012 | 1.09% | -4.20% | 8.80% | 10.06% | 43 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years