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Guggenheim Macro Opportunities P (GIOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.16+0.04 (+0.17%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.47%
5-year average return2.94%
Number of years up7
Number of years down1
Best 1-yr total return (1 May 2024)11.08%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return11.08%
Worst 3-yr total return0.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIOPXCategory
YTD1.67%1.90%
1-month1.06%0.35%
3-month1.67%1.41%
1-year7.89%7.92%
3-year1.06%3.65%
5-year3.08%3.77%
10-year3.18%2.82%
Last bull market7.09%6.13%
Last bear market-6.59%-3.74%

Annual total return (%) history

Year
GIOPXCategory
2024
N/AN/A
2023
9.21%N/A
2022
-8.77%N/A
2021
2.08%N/A
2020
11.08%3.44%
2019
1.83%6.69%
2018
0.16%-1.17%
2017
4.93%4.06%
2016
10.36%5.28%
2015
N/A-1.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.67%N/AN/AN/A
20232.92%0.59%0.82%4.63%
2022-3.28%-6.59%-1.57%2.59%
20210.18%1.39%0.16%0.34%
2020-6.07%5.58%6.02%5.65%
20190.54%0.68%0.35%0.26%
20180.28%0.14%0.94%-1.18%
20171.91%0.88%1.01%1.04%
20160.24%3.38%4.01%2.39%
2015-0.93%-1.90%N/AN/A

Rank in category (by total return)

YTD36
1-month28
3-month36
1-year31
3-year47
5-year31

Load adjusted returns

1-year7.89%
3-year1.06%
5-year3.08%
10-year3.18%