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Guggenheim Limited Duration Instl (GILHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.05-0.01 (-0.04%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.48%
5-Year Average Return2.48%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (May 5, 2024)7.27%
Worst 1 Yr Total Return (May 5, 2024)N/A
Best 3-Yr Total Return7.27%
Worst 3-Yr Total Return0.78%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGILHXCategory
YTD0.97%0.44%
1-Month-0.26%0.02%
3-Month0.29%0.56%
1-Year5.26%2.65%
3-Year1.33%3.38%
5-Year2.40%2.40%
10-Year2.52%2.01%
Last Bull Market4.54%2.63%
Last Bear Market-2.32%-0.33%

Annual Total Return (%) History

Year
GILHXCategory
2024
N/AN/A
2023
7.27%N/A
2022
-4.32%N/A
2021
0.27%N/A
2020
6.69%3.81%
2019
2.40%4.72%
2018
1.73%0.92%
2017
3.14%1.73%
2016
4.11%2.08%
2015
1.97%0.19%
2014
2.32%1.07%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.23%N/AN/AN/A
20232.33%0.49%0.96%3.32%
2022-2.33%-2.32%-1.33%1.64%
2021-0.48%0.87%0.22%-0.34%
2020-0.40%4.25%1.68%1.06%
20190.60%0.92%0.68%0.18%
20180.37%0.36%0.69%0.30%
20171.03%0.89%0.67%0.51%
20160.02%1.64%1.83%0.58%
20151.27%0.68%0.08%-0.08%
20140.60%0.87%0.48%0.35%

Rank In Category (By Total Return)

YTD19
1-Month31
3-Month21
1-Year14
3-Year12
5-Year10

Load Adjusted Returns

1-Year5.26%
3-Year1.33%
5-Year2.40%
10-Year2.52%