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Guggenheim Macro Opportunities Instl (GIOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.25+0.06 (+0.25%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.87%
5-year average return3.42%
Number of years up10
Number of years down2
Best 1-yr total return (2 May 2024)14.78%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.78%
Worst 3-yr total return0.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIOIXCategory
YTD1.35%1.90%
1-month-0.37%0.35%
3-month0.74%1.41%
1-year7.17%7.92%
3-year1.11%3.65%
5-year3.33%3.77%
10-year3.49%2.82%
Last bull market7.29%6.13%
Last bear market-6.49%-3.74%

Annual total return (%) history

Year
GIOIXCategory
2024
N/AN/A
2023
9.65%N/A
2022
-8.38%N/A
2021
2.50%N/A
2020
11.56%3.44%
2019
2.24%6.69%
2018
0.53%-1.17%
2017
5.30%4.06%
2016
10.66%5.28%
2015
-1.18%-1.41%
2014
5.49%1.24%
2013
4.19%0.29%
2012
14.78%7.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.73%N/AN/AN/A
20232.97%0.69%0.93%4.77%
2022-3.17%-6.49%-1.46%2.69%
20210.28%1.49%0.26%0.45%
2020-5.93%5.67%6.12%5.75%
20190.67%0.74%0.49%0.33%
20180.38%0.24%1.04%-1.11%
20171.99%0.97%1.10%1.14%
20160.31%3.44%4.03%2.52%
20151.86%-0.33%-0.85%-1.83%
20142.92%1.56%-0.32%1.25%
20133.18%-2.15%0.27%2.92%
20125.31%0.59%4.12%4.07%

Rank in category (by total return)

YTD34
1-month38
3-month36
1-year27
3-year38
5-year22

Load adjusted returns

1-year7.17%
3-year1.11%
5-year3.33%
10-year3.49%