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Guggenheim Risk Managed Real Estate Fund Institutional (GURIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.63+0.69 (+2.09%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return9.14%
5-Year Average Return0.00%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)25.50%
Worst 1 Yr Total Return (Feb 3, 2019)-3.99%
Best 3-Yr Total Return25.50%
Worst 3-Yr Total Return5.05%

Trailing Returns (%) Vs. Benchmarks

ReturnGURIXCategory
YTD-8.47%20.43%
1-Month-0.58%2.69%
3-Month-4.27%11.34%
1-Year22.36%36.79%
3-Year14.51%10.81%
5-Year12.17%7.03%
10-Year0.00%9.08%
Last Bull Market0.00%31.03%
Last Bear Market0.00%-16.60%

Annual Total Return (%) History

Year
GURIXCategory
2021
N/AN/A
2020
1.72%-4.49%
2019
25.50%27.28%
2018
-3.99%-5.97%
2017
10.21%6.22%
2016
9.56%6.89%
2015
3.94%2.41%
2014
N/A28.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20219.21%11.61%0.78%N/A
2020-12.82%3.54%4.45%7.88%
201914.55%3.74%6.48%-0.82%
2018-5.14%4.92%0.50%-4.01%
20171.45%4.29%1.18%2.96%
20164.01%5.75%-1.15%0.76%
20155.31%-8.54%1.84%5.95%
20147.92%-0.32%13.52%N/A

Rank In Category (By Total Return)

YTD53
1-Month78
3-Month70
1-Year66
3-Year12
5-Year3

Load Adjusted Returns

1-Year33.92%
3-Year15.92%
5-Year10.57%
10-YearN/A