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Guggenheim Investment Grade Bond Instl (GIUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.73+0.02 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.66%
5-year average return0.74%
Number of years up8
Number of years down2
Best 1-yr total return (17 Apr 2024)14.91%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return14.91%
Worst 3-yr total return-3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGIUSXCategory
YTD-0.16%-1.22%
1-month0.93%0.67%
3-month-0.16%1.77%
1-year2.82%0.77%
3-year-2.46%5.26%
5-year1.18%3.02%
10-year2.62%3.31%
Last bull market3.72%3.52%
Last bear market-6.99%3.25%

Annual total return (%) history

Year
GIUSXCategory
2024
N/AN/A
2023
7.05%N/A
2022
-15.90%N/A
2021
-0.47%N/A
2020
14.91%7.52%
2019
4.55%8.06%
2018
1.18%-0.50%
2017
6.60%3.71%
2016
5.36%3.23%
2015
1.26%-0.26%
2014
7.79%5.18%
2013
N/A-1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.16%N/AN/AN/A
20233.95%-0.41%-3.03%6.63%
2022-6.88%-6.99%-4.24%1.40%
2021-3.60%3.22%0.05%-0.02%
20203.23%5.49%2.65%2.80%
20191.34%2.16%1.63%-0.63%
2018-0.20%0.57%0.04%0.78%
20171.82%2.13%1.15%1.34%
20161.51%3.01%2.24%-1.44%
20151.55%-0.39%0.19%-0.07%
20142.96%2.63%0.98%1.02%
2013-0.23%0.55%1.81%N/A

Rank in category (by total return)

YTD17
1-month34
3-month17
1-year21
3-year41
5-year7

Load adjusted returns

1-year2.82%
3-year-2.46%
5-year1.18%
10-year2.62%