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Guggenheim Limited Duration R6 (GIKRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.160.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.62%
5-year average return2.62%
Number of years up3
Number of years down1
Best 1-yr total return (20 Jun 2024)7.30%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return7.30%
Worst 3-yr total return0.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIKRXCategory
YTD1.97%0.44%
1-month0.98%0.02%
3-month1.43%0.56%
1-year6.47%2.65%
3-year1.58%3.38%
5-year2.48%2.40%
10-year2.60%2.01%
Last bull market4.56%2.63%
Last bear market-2.28%-0.33%

Annual total return (%) history

Year
GIKRXCategory
2024
N/AN/A
2023
7.30%N/A
2022
-4.28%N/A
2021
0.23%N/A
2020
6.75%3.81%
2019
N/A4.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.24%N/AN/AN/A
20232.33%0.50%0.97%3.33%
2022-2.33%-2.28%-1.37%1.70%
2021-0.48%0.84%0.22%-0.34%
2020-0.39%4.29%1.68%1.06%
20190.94%0.69%0.14%N/A

Rank in category (by total return)

YTD14
1-month30
3-month11
1-year13
3-year12
5-year10

Load adjusted returns

1-year6.47%
3-year1.58%
5-year2.48%
10-year2.60%