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Guggenheim Limited Duration R6 (GIKRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.160.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.62%
5-Year Average Return2.61%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 23, 2024)7.30%
Worst 1 Yr Total Return (Jun 23, 2024)N/A
Best 3-Yr Total Return7.30%
Worst 3-Yr Total Return0.80%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGIKRXCategory
YTD1.97%0.44%
1-Month0.98%0.02%
3-Month1.43%0.56%
1-Year6.47%2.65%
3-Year1.58%3.38%
5-Year2.48%2.40%
10-Year2.60%2.01%
Last Bull Market4.56%2.63%
Last Bear Market-2.28%-0.33%

Annual Total Return (%) History

Year
GIKRXCategory
2024
N/AN/A
2023
7.30%N/A
2022
-4.28%N/A
2021
0.23%N/A
2020
6.75%3.81%
2019
N/A4.72%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.24%N/AN/AN/A
20232.33%0.50%0.97%3.33%
2022-2.33%-2.28%-1.37%1.70%
2021-0.48%0.84%0.22%-0.34%
2020-0.39%4.29%1.68%1.06%
20190.94%0.69%0.14%N/A

Rank In Category (By Total Return)

YTD14
1-Month30
3-Month11
1-Year13
3-Year12
5-Year10

Load Adjusted Returns

1-Year6.47%
3-Year1.58%
5-Year2.48%
10-Year2.60%