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Guggenheim Macro Opportunities A (GIOAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.15+0.04 (+0.17%)
At close: 06:46PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.24%
5-Year Average Return2.92%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Apr 29, 2024)14.38%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return14.38%
Worst 3-Yr Total Return0.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGIOAXCategory
YTD1.69%1.90%
1-Month1.07%0.35%
3-Month1.69%1.41%
1-Year7.91%7.92%
3-Year1.07%3.65%
5-Year3.08%3.77%
10-Year3.16%2.82%
Last Bull Market7.10%6.13%
Last Bear Market-6.60%-3.74%

Annual Total Return (%) History

Year
GIOAXCategory
2024
N/AN/A
2023
9.17%N/A
2022
-8.73%N/A
2021
2.09%N/A
2020
11.09%3.44%
2019
1.83%6.69%
2018
0.17%-1.17%
2017
4.94%4.06%
2016
10.20%5.28%
2015
-1.50%-1.41%
2014
5.17%1.24%
2013
3.82%0.29%
2012
14.38%7.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.69%N/AN/AN/A
20232.88%0.59%0.83%4.63%
2022-3.27%-6.60%-1.57%2.63%
20210.18%1.39%0.16%0.34%
2020-6.07%5.58%6.02%5.65%
20190.54%0.67%0.38%0.23%
20180.28%0.14%0.94%-1.18%
20171.92%0.88%1.01%1.04%
20160.22%3.34%3.93%2.39%
20151.79%-0.42%-0.93%-1.91%
20142.83%1.51%-0.41%1.16%
20133.10%-2.24%0.19%2.81%
20125.28%0.43%4.04%3.98%

Rank In Category (By Total Return)

YTD35
1-Month27
3-Month35
1-Year30
3-Year46
5-Year30

Load Adjusted Returns

1-Year3.59%
3-Year-0.30%
5-Year2.24%
10-Year2.74%