GILHX Alternatives & Similar Mutual Funds

Guggenheim Limited Duration Fund (GILHX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GILHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to GILHX

GILHX charges 0.49% annually. There are 50 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	GILHX vs VIITX
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	GILHX vs VISTX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	GILHX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	GILHX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	GILHX vs VBISX

Best Risk-Adjusted Alternatives to GILHX

GILHX has a PortfoliosLab risk / return rank of 87. There are 27 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	GILHX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	GILHX vs DHEIX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	GILHX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	GILHX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	GILHX vs DBLSX

Top Performing GILHX Alternatives (YTD)

GILHX is at 0.94% YTD. There are 33 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.06%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.06%	—	Apr 2011	GILHX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.76%	—	Jul 2005	GILHX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	GILHX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	GILHX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	GILHX vs BATAX

Lowest Volatility Alternatives to GILHX

GILHX has 1.87% 1-year volatility. There are 48 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	GILHX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.06%	—	Jul 2016	GILHX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	GILHX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	GILHX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	GILHX vs DHEAX

Lowest Drawdown Alternatives to GILHX

GILHX has a 1-year max drawdown of -1.13%. There are 40 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	GILHX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	GILHX vs DFAIX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	GILHX vs DHEIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	GILHX vs DHEAX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	GILHX vs HOBEX

Other Mutual Funds from Guggenheim

The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GOF	Guggenheim Strategic Opportunities Fund	Derivative Income	1	-7.01%	—	Jul 2007	GILHX vs GOF
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	67	20.78%	—	Feb 1994	GILHX vs RYOCX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	28	0.38%	—	Nov 2011	GILHX vs GIBIX
GIOIX	Guggenheim Macro Opportunities Fund	Nontraditional Bonds	75	0.99%	—	Nov 2011	GILHX vs GIOIX
SIHAX	Guggenheim High Yield Fund	High Yield Bonds	35	0.70%	—	Aug 1996	GILHX vs SIHAX
RYMTX	Guggenheim Managed Futures Strategy Fund	Systematic Trend	54	8.74%	—	Mar 2007	GILHX vs RYMTX
SECEX	Guggenheim StylePlus - Large Core Fund	Large Cap Blend Equities	71	14.10%	—	Sep 1962	GILHX vs SECEX
SECUX	Guggenheim StylePlus - Mid Growth Fund	Mid Cap Growth Equities	21	15.63%	—	Sep 1969	GILHX vs SECUX
GIUSX	Guggenheim Core Bond Fund Institutional Class	Total Bond Market	26	0.34%	—	—	GILHX vs GIUSX
RMQHX	Rydex Monthly Rebalance NASDAQ-100 2x Strategy H	Leveraged Equities	65	39.33%	—	Nov 2014	GILHX vs RMQHX

Often Compared With GILHX

Investors most often compare GILHX with GIFIX, NMUIX, BND. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GIFIX	Guggenheim Floating Rate Strategies Fund	Bank Loan	42	1.04%	—	Nov 2011	GILHX vs GIFIX
NMUIX	Neuberger Berman Municipal Intermediate Bond Fund	Municipal Bonds	72	1.51%	—	Jul 1987	GILHX vs NMUIX
BND	Vanguard Total Bond Market ETF	Total Bond Market	35	0.41%	389.80B	Apr 2007	GILHX vs BND
BAGIX	Baird Aggregate Bond Fund Class I	Total Bond Market	24	0.22%	—	Sep 2000	GILHX vs BAGIX
FBND	Fidelity Total Bond ETF	Intermediate Core-Plus Bond	38	0.61%	25.56B	Oct 2014	GILHX vs FBND
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	60	1.58%	—	Feb 2008	GILHX vs BSIIX
PTRQX	PGIM Total Return Bond R6	Intermediate Core-Plus Bond	26	0.51%	—	Dec 2010	GILHX vs PTRQX
RCTIX	River Canyon Total Return Bond Fund	Short-Term Bond	72	0.61%	—	Dec 2014	GILHX vs RCTIX
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	22	7.35%	—	Nov 2021	GILHX vs GUG
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	59	7.54%	—	Aug 1944	GILHX vs SECIX
RYMQX	Guggenheim Series Multi-Hedge Strategies Fund	Multistrategy	68	5.34%	—	Sep 2005	GILHX vs RYMQX
SAOAX	Guggenheim Alpha Opportunity Fund	Long-Short	60	18.26%	—	Jul 2003	GILHX vs SAOAX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	74	11.50%	—	Jun 2012	GILHX vs TVRIX
AVK	Advent Convertible and Income Fund	Convertible Bonds	36	8.71%	—	Apr 2003	GILHX vs AVK
PFIIX	PIMCO Low Duration Income Fund	Short-Term Bond	82	1.22%	—	Jul 2004	GILHX vs PFIIX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	64	1.52%	—	Jun 1996	GILHX vs DFCFX
GIYIX	Guggenheim Ultra Short Duration Fund	Ultrashort Bond	98	1.63%	—	Mar 2014	GILHX vs GIYIX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	GILHX vs STBFX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	GILHX vs DLDFX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	88	1.76%	—	Nov 2003	GILHX vs SNSAX

Compare GILHX with Any Fund or Stock

Compare GILHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair GILHX with funds that move differently

Guggenheim Limited Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GILHX.

Explore GILHX Diversifiers

Guggenheim Limited Duration Fund (GILHX) Alternatives