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Guggenheim Large Cap Value Institutional (GILCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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47.63+0.02 (+0.04%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.85%
5-year average return11.81%
Number of years up7
Number of years down3
Best 1-yr total return (19 May 2024)27.43%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return27.43%
Worst 3-yr total return4.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGILCXCategory
YTD5.61%4.44%
1-month-3.24%-4.04%
3-month6.28%4.09%
1-year13.35%14.37%
3-year7.14%6.04%
5-year9.74%9.20%
10-year8.68%8.57%
Last bull market21.43%22.97%
Last bear market-10.92%-11.27%

Annual total return (%) history

Year
GILCXCategory
2024
N/AN/A
2023
9.09%11.63%
2022
-1.16%-5.90%
2021
27.43%26.22%
2020
2.83%2.91%
2019
21.69%25.04%
2018
-9.75%-8.53%
2017
15.53%15.94%
2016
21.41%14.81%
2015
-5.05%-4.05%
2014
9.10%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.15%N/AN/AN/A
20230.05%4.24%-2.94%7.78%
20223.93%-10.92%-5.61%13.10%
202114.33%3.85%0.00%7.33%
2020-27.91%14.53%4.92%18.70%
201911.04%0.93%-0.62%9.26%
2018-2.99%1.82%5.26%-13.20%
20173.49%0.58%3.93%6.80%
20161.84%4.76%4.37%9.04%
20150.28%-0.60%-8.55%4.17%
20143.17%4.61%-0.95%2.06%
20135.42%8.07%N/AN/A

Rank in category (by total return)

YTD26
1-month23
3-month11
1-year57
3-year31
5-year38

Load adjusted returns

1-year13.35%
3-year7.14%
5-year9.74%
10-year8.68%