SIUSX Alternatives & Similar Mutual Funds

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 93 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FMBPX	Federated Hermes Mortgage Strategy Portfolio	0.02%	—	Dec 2007	SIUSX vs FMBPX
SSAFX	State Street Aggregate Bond Index Portfolio	0.02%	—	Sep 2014	SIUSX vs SSAFX
QDIBX	Fisher Investments Institutional Group Fixed Incom...	0.03%	—	Dec 2019	SIUSX vs QDIBX
QDVBX	Fisher Investments Institutional Group ESG Fixed I...	0.04%	—	Dec 2019	SIUSX vs QDVBX
WFBIX	iShares U.S. Aggregate Bond Index Fund	0.05%	—	Jul 1993	SIUSX vs WFBIX

Best Risk-Adjusted Alternatives to SIUSX

SIUSX has a PortfoliosLab risk / return rank of 24. There are 34 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
LSSAX	Loomis Sayles Securitized Asset Fund	65	—	Mar 2006	SIUSX vs LSSAX
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	55	—	Aug 1995	SIUSX vs PCGTX
STWTX	Hartford Schroders Tax-Aware Bond Fund	49	—	Oct 2011	SIUSX vs STWTX
MCDWX	Manning & Napier Credit Series	44	—	Apr 2020	SIUSX vs MCDWX
DFXIX	DFA Diversified Fixed Income Portfolio	42	—	Aug 2016	SIUSX vs DFXIX

Top Performing SIUSX Alternatives (YTD)

SIUSX is at 0.53% YTD. There are 13 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.02%.

Symbol	Name	YTD Return	AUM	Inception
PCGTX	PACE Mortgage-Backed Securities Fixed Income Inves...	3.02%	—	Aug 1995	SIUSX vs PCGTX
LSSAX	Loomis Sayles Securitized Asset Fund	1.24%	—	Mar 2006	SIUSX vs LSSAX
STWTX	Hartford Schroders Tax-Aware Bond Fund	1.07%	—	Oct 2011	SIUSX vs STWTX
FSMOX	Fidelity SAI Investment Grade Securitized Fund	0.98%	—	May 2023	SIUSX vs FSMOX
DFXIX	DFA Diversified Fixed Income Portfolio	0.94%	—	Aug 2016	SIUSX vs DFXIX

Lowest Volatility Alternatives to SIUSX

SIUSX has 4.03% 1-year volatility. There are 65 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
FEDUX	Fidelity Education Income Fund	2.47%	—	Mar 2021	SIUSX vs FEDUX
BIMIX	Baird Intermediate Bond Fund Class Institutional	2.49%	—	Sep 2000	SIUSX vs BIMIX
BIMSX	Baird Intermediate Bond Fund	2.53%	—	Sep 2000	SIUSX vs BIMSX
DFXIX	DFA Diversified Fixed Income Portfolio	2.61%	—	Aug 2016	SIUSX vs DFXIX
JIBEX	Johnson Institutional Intermediate Bond Fund	2.73%	—	Aug 2000	SIUSX vs JIBEX

Lowest Drawdown Alternatives to SIUSX

SIUSX has a 1-year max drawdown of -2.99%. There are 50 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
DFXIX	DFA Diversified Fixed Income Portfolio	-1.69%	—	Aug 2016	SIUSX vs DFXIX
FEDUX	Fidelity Education Income Fund	-1.72%	—	Mar 2021	SIUSX vs FEDUX
BIMSX	Baird Intermediate Bond Fund	-1.87%	—	Sep 2000	SIUSX vs BIMSX
BIMIX	Baird Intermediate Bond Fund Class Institutional	-2.07%	—	Sep 2000	SIUSX vs BIMIX
CRAIX	CCM Community Impact Bond Fund	-2.15%	—	Aug 1999	SIUSX vs CRAIX

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	-7.43%	—	Jul 2007	SIUSX vs GOF
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	71	21.14%	—	Feb 1994	SIUSX vs RYOCX
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	30	0.59%	—	Nov 2011	SIUSX vs GIBIX
GILHX	Guggenheim Limited Duration Fund	Short-Term Bond	88	0.98%	—	Dec 2013	SIUSX vs GILHX
GIOIX	Guggenheim Macro Opportunities Fund	Nontraditional Bonds	77	1.12%	—	Nov 2011	SIUSX vs GIOIX
SIHAX	Guggenheim High Yield Fund	High Yield Bonds	37	0.80%	—	Aug 1996	SIUSX vs SIHAX
SECEX	Guggenheim StylePlus - Large Core Fund	Large Cap Blend Equities	75	14.79%	—	Sep 1962	SIUSX vs SECEX
RYMTX	Guggenheim Managed Futures Strategy Fund	Systematic Trend	53	8.95%	—	Mar 2007	SIUSX vs RYMTX
SECUX	Guggenheim StylePlus - Mid Growth Fund	Mid Cap Growth Equities	24	16.16%	—	Sep 1969	SIUSX vs SECUX
GIUSX	Guggenheim Core Bond Fund Institutional Class	Total Bond Market	27	0.59%	—	—	SIUSX vs GIUSX

Often Compared With SIUSX

Investors most often compare SIUSX with TRLVX, OWFIX, MCBDX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TRLVX	SEI Institutional Managed Trust Core Fixed Income ...	Intermediate Core Bond	18	0.16%	—	May 1987	SIUSX vs TRLVX
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	23	0.00%	—	Mar 1998	SIUSX vs OWFIX
MCBDX	MassMutual Core Bond Fund	Intermediate Core Bond	39	0.85%	—	Sep 1994	SIUSX vs MCBDX
SCOAX	SEI Institutional Investments Trust Core Fixed Inc...	Intermediate Core Bond	22	0.41%	—	Jun 1996	SIUSX vs SCOAX
PCIFX	PACE Intermediate Fixed Income Investments	Intermediate Core Bond	39	0.65%	—	Aug 1995	SIUSX vs PCIFX

Compare SIUSX with Any Fund or Stock

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

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Diversifiers

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

Guggenheim Core Bond Fund (SIUSX) Alternatives