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Guggenheim Long Short Equity Instl (RYQTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.90+0.27 (+1.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.57%
5-Year Average Return10.02%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 30, 2024)24.05%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return24.05%
Worst 3-Yr Total Return-0.71%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRYQTXCategory
YTD11.55%9.18%
1-Month-2.84%-0.20%
3-Month3.84%3.85%
1-Year19.91%22.90%
3-Year6.60%7.45%
5-Year7.64%7.00%
10-Year5.07%4.81%
Last Bull Market19.92%11.80%
Last Bear Market-4.63%-12.04%

Annual Total Return (%) History

Year
RYQTXCategory
2024
N/AN/A
2023
13.08%N/A
2022
-13.94%N/A
2021
24.05%N/A
2020
5.81%7.89%
2019
5.98%11.90%
2018
-12.71%-6.29%
2017
15.09%11.18%
2016
0.68%2.34%
2015
1.45%-2.02%
2014
3.06%2.92%
2013
18.43%14.62%
2012
4.30%5.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202414.81%N/AN/AN/A
20234.99%3.32%1.04%3.17%
2022-9.78%-4.63%-8.75%9.61%
202110.54%0.77%-1.93%13.56%
2020-13.66%9.94%3.52%7.68%
20193.94%-2.29%0.25%4.09%
2018-4.41%-3.43%3.96%-9.04%
2017-0.37%3.91%4.54%6.34%
2016-3.49%2.52%-0.31%2.08%
20153.47%-1.47%-1.86%1.39%
2014-0.78%0.46%-3.20%6.82%
20134.86%2.79%4.01%5.64%
20127.07%-3.90%0.70%0.66%

Rank In Category (By Total Return)

YTD7
1-Month61
3-Month33
1-Year15
3-Year29
5-Year33

Load Adjusted Returns

1-Year19.91%
3-Year6.60%
5-Year7.64%
10-Year5.07%