Guggenheim Core Bond Fund (SIUSX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SIUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SIUSX
SIUSX charges 0.79% annually. There are 99 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | SIUSX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | SIUSX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | SIUSX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | SIUSX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | SIUSX vs QDVBX |
Best Risk-Adjusted Alternatives to SIUSX
SIUSX has a PortfoliosLab risk / return rank of 20. There are 52 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | SIUSX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | SIUSX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | SIUSX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | SIUSX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | SIUSX vs MCDWX |
Top Performing SIUSX Alternatives (YTD)
SIUSX is at -0.62% YTD. There are 52 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | SIUSX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | SIUSX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | SIUSX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | SIUSX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.15% | — | May 2023 | SIUSX vs FSMOX |
Lowest Volatility Alternatives to SIUSX
SIUSX has 3.90% 1-year volatility. There are 65 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | SIUSX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | SIUSX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | SIUSX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | SIUSX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | SIUSX vs DFXIX |
Lowest Drawdown Alternatives to SIUSX
SIUSX has a 1-year max drawdown of -2.99%. There are 55 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | SIUSX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | SIUSX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | SIUSX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | SIUSX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | SIUSX vs FTHRX |
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 | -8.87% | — | Jul 2007 | SIUSX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 35 | 10.92% | — | Feb 1994 | SIUSX vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 27 | -0.49% | — | Nov 2011 | SIUSX vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 94 | 1.08% | — | Dec 2013 | SIUSX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 79 | 0.67% | — | Nov 2011 | SIUSX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 45 | 0.68% | — | Aug 1996 | SIUSX vs SIHAX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 57 | 8.52% | — | Jun 2012 | SIUSX vs TVRIX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 54 | 10.23% | — | Sep 1962 | SIUSX vs SECEX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 27 | 16.20% | — | Nov 2014 | SIUSX vs RMQHX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 56 | 5.49% | — | Mar 2007 | SIUSX vs RYMTX |
Often Compared With SIUSX
Investors most often compare SIUSX with WFBIX, SECUX, CRAIX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SIUSX with Any Fund or Stock
Compare SIUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIUSX with funds that move differently
Guggenheim Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIUSX.
Explore SIUSX Diversifiers