Guggenheim Core Bond Fund Institutional Class (GIUSX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GIUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GIUSX
GIUSX charges 0.50% annually. There are 57 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | GIUSX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | GIUSX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | GIUSX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | GIUSX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | GIUSX vs VBMPX |
Best Risk-Adjusted Alternatives to GIUSX
GIUSX has a PortfoliosLab risk / return rank of 23. There are 54 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | GIUSX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | — | May 2018 | GIUSX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | GIUSX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | GIUSX vs JSOSX | |
| Fidelity Series Short-Term Credit Fund | 87 | — | Mar 2015 | GIUSX vs FYBTX |
Top Performing GIUSX Alternatives (YTD)
GIUSX is at 0.20% YTD. There are 54 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 2.97% | — | Oct 2018 | GIUSX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 2.83% | — | Jul 1995 | GIUSX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class M | 2.81% | — | Oct 1994 | GIUSX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class A | 2.80% | — | Sep 1996 | GIUSX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class C | 2.34% | — | Nov 1997 | GIUSX vs FSRCX |
Lowest Volatility Alternatives to GIUSX
GIUSX has 3.93% 1-year volatility. There are 72 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | GIUSX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | GIUSX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.80% | 15.70B | Feb 2015 | GIUSX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.25% | — | May 2018 | GIUSX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.81% | — | Jul 2016 | GIUSX vs FANCX |
Lowest Drawdown Alternatives to GIUSX
GIUSX has a 1-year max drawdown of -2.99%. There are 68 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | GIUSX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | GIUSX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | GIUSX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | GIUSX vs VUBFX | |
| Fidelity Short-Term Bond Fund | -1.17% | — | Sep 1986 | GIUSX vs FSHBX |
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 | 1 | -7.16% | — | Jul 2007 | GIUSX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 53 | 17.77% | — | Feb 1994 | GIUSX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 25 | 0.28% | — | Nov 2011 | GIUSX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.12% | — | Dec 2013 | GIUSX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.13% | — | Nov 2011 | GIUSX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | GIUSX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 60 | 12.94% | — | Sep 1962 | GIUSX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | GIUSX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | GIUSX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.73% | — | Jun 2012 | GIUSX vs TVRIX |
Often Compared With GIUSX
Investors most often compare GIUSX with RCTIX, FIKQX, FTHRX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare GIUSX with Any Fund or Stock
Compare GIUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GIUSX with funds that move differently
Guggenheim Core Bond Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GIUSX.
Explore GIUSX Diversifiers