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Guggenheim Floating Rate Strats C (GIFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.480.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.28%
5-year average return3.65%
Number of years up10
Number of years down2
Best 1-yr total return (6 May 2024)11.87%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return11.87%
Worst 3-yr total return0.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIFCXCategory
YTD2.08%2.87%
1-month0.24%0.37%
3-month1.83%1.35%
1-year9.71%10.15%
3-year4.64%3.23%
5-year3.62%3.90%
10-year3.13%3.49%
Last bull market4.54%7.61%
Last bear market-4.95%-3.97%

Annual total return (%) history

Year
GIFCXCategory
2024
N/AN/A
2023
11.87%N/A
2022
-1.76%N/A
2021
4.07%N/A
2020
0.65%1.16%
2019
6.08%7.45%
2018
-1.06%-0.26%
2017
2.60%3.48%
2016
6.63%9.25%
2015
0.32%-1.25%
2014
1.68%0.57%
2013
5.97%5.68%
2012
10.64%9.43%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.84%N/AN/AN/A
20233.22%2.86%3.07%2.23%
2022-0.70%-4.95%1.16%2.89%
20211.43%1.36%0.85%0.38%
2020-13.84%7.96%4.82%3.24%
20192.81%1.12%0.74%1.29%
20180.75%0.02%1.55%-3.32%
20170.61%0.52%0.77%0.68%
20160.95%1.81%2.38%1.33%
20151.72%0.76%-0.65%-1.48%
20141.17%0.94%-0.23%-0.19%
20132.67%0.32%1.14%1.73%
20124.40%0.51%2.87%2.50%

Rank in category (by total return)

YTD96
1-month87
3-month87
1-year88
3-year57
5-year69

Load adjusted returns

1-year8.71%
3-year4.64%
5-year3.62%
10-year3.13%