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Guggenheim Risk Managed Real Estate Fund (GURIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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29.78+0.27 (+0.91%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-7.17%
5-Year Average Return4.97%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Apr 22, 2024)42.07%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return42.07%
Worst 3-Yr Total Return3.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGURIXCategory
YTD-0.78%20.43%
1-Month1.42%2.69%
3-Month-0.78%11.34%
1-Year9.27%36.79%
3-Year3.59%10.81%
5-Year6.23%7.03%
10-Year8.59%9.08%
Last Bull Market40.94%31.03%
Last Bear Market-15.61%-16.60%

Annual Total Return (%) History

Year
GURIXCategory
2024
N/AN/A
2023
13.00%N/A
2022
-23.79%N/A
2021
42.07%N/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
2024-0.78%N/AN/AN/A
20232.61%1.56%-6.67%16.17%
2022-4.99%-15.61%-8.38%3.75%
20219.21%11.61%0.78%15.65%
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)

YTD36
1-Month71
3-Month36
1-Year35
3-Year12
5-Year5

Load Adjusted Returns

1-Year9.27%
3-Year3.59%
5-Year6.23%
10-Year8.59%