UK markets closed

Guggenheim Total Return Bond P (GIBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.11+0.12 (+0.52%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.47%
5-year average return0.95%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)14.93%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.93%
Worst 3-yr total return-3.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIBLXCategory
YTD-2.71%-0.61%
1-month-2.56%0.77%
3-month-2.83%1.99%
1-year-0.12%3.06%
3-year-3.53%5.69%
5-year0.69%3.75%
10-year2.17%3.84%
Last bull market8.64%4.61%
Last bear market-7.28%1.87%

Annual total return (%) history

Year
GIBLXCategory
2024
N/AN/A
2023
7.13%N/A
2022
-15.80%N/A
2021
-0.43%N/A
2020
14.93%8.06%
2019
4.40%8.94%
2018
0.64%-0.61%
2017
6.14%4.27%
2016
5.90%3.86%
2015
N/A-0.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.16%N/AN/AN/A
20233.83%-0.70%-2.87%6.97%
2022-6.57%-7.28%-4.10%1.35%
2021-3.76%3.05%0.24%0.16%
20202.97%5.63%2.70%2.87%
20191.30%2.18%1.58%-0.71%
2018-0.34%0.44%0.02%0.53%
20171.72%2.05%1.03%1.21%
20161.47%3.43%2.41%-1.46%
20150.48%-0.46%N/AN/A

Rank in category (by total return)

YTD53
1-month71
3-month66
1-year46
3-year56
5-year26

Load adjusted returns

1-year-0.12%
3-year-3.53%
5-year0.69%
10-year2.17%