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Guggenheim Total Return Bond Instl (GIBIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.18-0.08 (-0.34%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.95%
5-Year Average Return1.09%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 22, 2024)15.24%
Worst 1 Yr Total Return (May 22, 2024)N/A
Best 3-Yr Total Return15.24%
Worst 3-Yr Total Return-3.23%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGIBIXCategory
YTD-2.66%-0.61%
1-Month-2.57%0.77%
3-Month-2.80%1.99%
1-Year0.13%3.06%
3-Year-3.26%5.69%
5-Year0.97%3.75%
10-Year2.47%3.84%
Last Bull Market8.81%4.61%
Last Bear Market-7.24%1.87%

Annual Total Return (%) History

Year
GIBIXCategory
2024
N/AN/A
2023
7.43%N/A
2022
-15.54%N/A
2021
-0.14%N/A
2020
15.24%8.06%
2019
4.69%8.94%
2018
0.93%-0.61%
2017
6.49%4.27%
2016
6.20%3.86%
2015
1.23%-0.45%
2014
8.25%5.42%
2013
2.20%-0.90%
2012
12.92%7.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.09%N/AN/AN/A
20233.90%-0.62%-2.79%7.04%
2022-6.50%-7.24%-4.02%1.47%
2021-3.69%3.16%0.31%0.20%
20203.08%5.70%2.74%2.95%
20191.37%2.25%1.65%-0.64%
2018-0.27%0.51%0.05%0.64%
20171.78%2.13%1.13%1.29%
20161.53%3.49%2.48%-1.37%
20151.85%-0.77%0.56%-0.39%
20143.36%2.38%1.03%1.26%
20132.28%-2.04%0.29%1.71%
20123.28%1.67%4.02%3.38%

Rank In Category (By Total Return)

YTD48
1-Month73
3-Month63
1-Year38
3-Year45
5-Year15

Load Adjusted Returns

1-Year0.13%
3-Year-3.26%
5-Year0.97%
10-Year2.47%