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Guggenheim Small Cap Value Inst (SSUIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.710.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.48%
5-Year Average Return9.09%
Number of Years Up9
Number of Years Down6
Best 1 Yr Total Return (Aug 15, 2024)61.44%
Worst 1 Yr Total Return (Aug 15, 2024)N/A
Best 3-Yr Total Return61.44%
Worst 3-Yr Total Return2.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSSUIXCategory
YTD9.33%26.79%
1-Month8.84%-1.77%
3-Month10.47%4.45%
1-Year12.67%71.02%
3-Year6.83%9.35%
5-Year9.60%12.17%
10-Year6.87%9.95%
Last Bull Market23.01%28.07%
Last Bear Market-12.49%-24.24%

Annual Total Return (%) History

Year
SSUIXCategory
2024
N/AN/A
2023
10.87%N/A
2022
-3.37%N/A
2021
26.01%N/A
2020
-0.46%4.02%
2019
22.62%21.43%
2018
-12.61%-15.46%
2017
3.74%8.54%
2016
26.60%25.99%
2015
-7.25%-6.71%
2014
-1.43%3.34%
2013
36.24%36.22%
2012
18.97%16.00%
2011
-5.34%-4.45%
2010
21.89%26.17%
2009
61.44%31.32%
2008
N/A-32.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.59%-3.96%N/AN/A
2023-0.44%2.36%-2.67%11.77%
20221.54%-12.49%-4.23%13.55%
202120.03%2.81%-2.25%4.47%
2020-33.08%18.84%-0.52%25.83%
20199.98%1.69%1.49%8.03%
2018-1.41%5.11%1.79%-17.15%
2017-0.21%-0.14%2.98%1.09%
20164.00%1.88%5.11%13.68%
20151.82%-1.42%-10.66%3.42%
20141.75%1.88%-10.22%5.92%
201313.12%1.96%8.61%8.75%
201216.47%-7.91%7.11%3.56%
20119.77%-5.47%-20.91%15.35%
20105.97%-8.24%10.74%13.19%
2009-2.11%31.34%20.95%3.82%
2008-20.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD65
1-Month73
3-Month72
1-Year73
3-Year51
5-Year68

Load Adjusted Returns

1-Year12.67%
3-Year6.83%
5-Year9.60%
10-Year6.87%