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Guggenheim Macro Opportunities A (GIOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.21+0.06 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.76%
5-year average return3.00%
Number of years up10
Number of years down2
Best 1-yr total return (2 May 2024)14.38%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.38%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIOAXCategory
YTD1.24%1.90%
1-month-0.44%0.35%
3-month0.67%1.41%
1-year6.72%7.92%
3-year0.71%3.65%
5-year2.92%3.77%
10-year3.10%2.82%
Last bull market7.18%6.13%
Last bear market-6.60%-3.74%

Annual total return (%) history

Year
GIOAXCategory
2024
N/AN/A
2023
9.17%N/A
2022
-8.73%N/A
2021
2.09%N/A
2020
11.09%3.44%
2019
1.83%6.69%
2018
0.17%-1.17%
2017
4.94%4.06%
2016
10.20%5.28%
2015
-1.50%-1.41%
2014
5.17%1.24%
2013
3.82%0.29%
2012
14.38%7.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.69%N/AN/AN/A
20232.88%0.59%0.83%4.63%
2022-3.27%-6.60%-1.57%2.63%
20210.18%1.39%0.16%0.34%
2020-6.07%5.58%6.02%5.65%
20190.54%0.67%0.38%0.23%
20180.28%0.14%0.94%-1.18%
20171.92%0.88%1.01%1.04%
20160.22%3.34%3.93%2.39%
20151.79%-0.42%-0.93%-1.91%
20142.83%1.51%-0.41%1.16%
20133.10%-2.24%0.19%2.81%
20125.28%0.43%4.04%3.98%

Rank in category (by total return)

YTD36
1-month42
3-month37
1-year30
3-year43
5-year27

Load adjusted returns

1-year2.45%
3-year-0.65%
5-year2.08%
10-year2.68%