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Guggenheim Macro Opportunities C (GIOCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.19+0.06 (+0.25%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.48%
5-Year Average Return2.24%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)13.58%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return13.58%
Worst 3-Yr Total Return-0.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGIOCXCategory
YTD1.01%1.90%
1-Month-0.46%0.35%
3-Month0.49%1.41%
1-Year5.98%7.92%
3-Year-0.03%3.65%
5-Year2.16%3.77%
10-Year2.34%2.82%
Last Bull Market6.83%6.13%
Last Bear Market-6.74%-3.74%

Annual Total Return (%) History

Year
GIOCXCategory
2024
N/AN/A
2023
8.41%N/A
2022
-9.42%N/A
2021
1.30%N/A
2020
10.31%3.44%
2019
1.08%6.69%
2018
-0.62%-1.17%
2017
4.16%4.06%
2016
9.43%5.28%
2015
-2.25%-1.41%
2014
4.41%1.24%
2013
3.08%0.29%
2012
13.58%7.50%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.47%N/AN/AN/A
20232.69%0.40%0.64%4.48%
2022-3.45%-6.74%-1.76%2.40%
2021-0.03%1.21%-0.03%0.15%
2020-6.21%5.39%5.79%5.49%
20190.39%0.45%0.20%0.04%
20180.07%-0.01%0.74%-1.40%
20171.73%0.66%0.83%0.89%
20160.05%3.15%3.72%2.23%
20151.60%-0.60%-1.12%-2.11%
20142.66%1.32%-0.59%0.99%
20132.93%-2.41%-0.00%2.61%
20125.11%0.24%3.85%3.80%

Rank In Category (By Total Return)

YTD41
1-Month43
3-Month42
1-Year40
3-Year58
5-Year51

Load Adjusted Returns

1-Year4.98%
3-Year-0.03%
5-Year2.16%
10-Year2.34%