Canada markets close in 2 hours 6 minutes

Guggenheim Alpha Opportunity P (SAOSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
21.72+0.12 (+0.56%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.73%
5-Year Average Return4.82%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (May 1, 2024)14.39%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return14.39%
Worst 3-Yr Total Return-4.56%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSAOSXCategory
YTD11.93%9.18%
1-Month3.23%-0.20%
3-Month11.93%3.85%
1-Year18.11%22.90%
3-Year5.50%7.45%
5-Year4.50%7.00%
10-Year3.38%4.81%
Last Bull Market14.27%11.80%
Last Bear Market0.00%-12.04%

Annual Total Return (%) History

Year
SAOSXCategory
2024
N/AN/A
2023
8.80%N/A
2022
-8.63%N/A
2021
14.39%N/A
2020
0.19%7.89%
2019
-2.23%11.90%
2018
-11.26%-6.29%
2017
7.72%11.18%
2016
12.95%2.34%
2015
N/A-2.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.93%N/AN/AN/A
20233.11%1.78%3.50%0.17%
2022-7.67%0.00%-7.81%7.35%
20218.41%-1.69%-2.25%9.80%
2020-8.48%4.45%0.95%3.83%
20190.05%-3.57%-0.11%1.44%
2018-4.54%-4.61%2.07%-4.53%
20172.87%-2.13%2.44%4.44%
20166.92%-3.08%1.27%7.63%
2015-0.11%-1.03%N/AN/A

Rank In Category (By Total Return)

YTD10
1-Month40
3-Month10
1-Year46
3-Year49
5-Year78

Load Adjusted Returns

1-Year18.11%
3-Year5.50%
5-Year4.50%
10-Year3.38%