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Guggenheim Total Return Bond Instl (GIBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.82-0.09 (-0.39%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.84%
5-year average return0.96%
Number of years up10
Number of years down2
Best 1-yr total return (24 Apr 2024)15.24%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return15.24%
Worst 3-yr total return-3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIBIXCategory
YTD-0.09%-0.61%
1-month0.94%0.77%
3-month-0.09%1.99%
1-year3.31%3.06%
3-year-2.04%5.69%
5-year1.50%3.75%
10-year2.83%3.84%
Last bull market3.77%4.61%
Last bear market-7.24%1.87%

Annual total return (%) history

Year
GIBIXCategory
2024
N/AN/A
2023
7.43%N/A
2022
-15.54%N/A
2021
-0.14%N/A
2020
15.24%8.06%
2019
4.69%8.94%
2018
0.93%-0.61%
2017
6.49%4.27%
2016
6.20%3.86%
2015
1.23%-0.45%
2014
8.25%5.42%
2013
2.20%-0.90%
2012
12.92%7.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.09%N/AN/AN/A
20233.90%-0.62%-2.79%7.04%
2022-6.50%-7.24%-4.02%1.47%
2021-3.69%3.16%0.31%0.20%
20203.08%5.70%2.74%2.95%
20191.37%2.25%1.65%-0.64%
2018-0.27%0.51%0.05%0.64%
20171.78%2.13%1.13%1.29%
20161.53%3.49%2.48%-1.37%
20151.85%-0.77%0.56%-0.39%
20143.36%2.38%1.03%1.26%
20132.28%-2.04%0.29%1.71%
20123.28%1.67%4.02%3.38%

Rank in category (by total return)

YTD34
1-month62
3-month34
1-year36
3-year37
5-year14

Load adjusted returns

1-year3.31%
3-year-2.04%
5-year1.50%
10-year2.83%