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 55 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | GILHX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | GILHX vs VISTX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | GILHX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | GILHX vs SWSBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | GILHX vs VBIRX |
Best Risk-Adjusted Alternatives to GILHX
GILHX has a PortfoliosLab risk / return rank of 88. There are 22 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | GILHX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | GILHX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | GILHX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | GILHX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | GILHX vs DLDFX |
Top Performing GILHX Alternatives (YTD)
GILHX is at 1.08% YTD. There are 40 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.99% | — | Apr 2011 | GILHX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.90% | — | Jul 2005 | GILHX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | GILHX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | GILHX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | GILHX vs DHEAX |
Lowest Volatility Alternatives to GILHX
GILHX has 1.78% 1-year volatility. There are 42 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | GILHX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | GILHX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.04% | — | Jul 2016 | GILHX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.09% | — | Jul 2016 | GILHX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.14% | — | Mar 2009 | GILHX vs DFEQX |
Lowest Drawdown Alternatives to GILHX
GILHX has a 1-year max drawdown of -1.13%. There are 41 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | GILHX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | GILHX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | GILHX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | GILHX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | GILHX vs DHEIX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GIBIX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 0 | -9.13% | — | Jul 2007 | GILHX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 42 | 13.56% | — | Feb 1994 | GILHX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 14 | -0.53% | — | Nov 2011 | GILHX vs GIBIX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 59 | 0.71% | — | Nov 2011 | GILHX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 30 | 0.78% | — | Aug 1996 | GILHX vs SIHAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 66 | 10.18% | — | Jun 2012 | GILHX vs TVRIX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 34 | 21.85% | — | Nov 2014 | GILHX vs RMQHX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 63 | 12.21% | — | Sep 1962 | GILHX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 51 | 5.24% | — | Mar 2007 | GILHX vs RYMTX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 20 | 12.38% | — | Sep 1969 | GILHX vs SECUX |
Often Compared With GILHX
Investors most often compare GILHX with BATAX, NMUIX, GIFIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare GILHX with Any Fund or Stock
Compare GILHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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