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Guggenheim Risk Managed Real Estt Instl (GURIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.04+0.16 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.36%
5-year average return4.69%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)42.07%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return42.07%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGURIXCategory
YTD-7.98%20.43%
1-month-7.26%2.69%
3-month-4.24%11.34%
1-year0.30%36.79%
3-year-1.38%10.81%
5-year4.48%7.03%
10-year7.49%9.08%
Last bull market19.72%31.03%
Last bear market-15.61%-16.60%

Annual total return (%) history

Year
GURIXCategory
2024
N/AN/A
2023
13.00%N/A
2022
-23.79%N/A
2021
42.07%N/A
2020
1.72%-4.49%
2019
25.50%27.28%
2018
-3.99%-5.97%
2017
10.21%6.22%
2016
9.56%6.89%
2015
3.94%2.41%
2014
N/A28.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.78%N/AN/AN/A
20232.61%1.56%-6.67%16.17%
2022-4.99%-15.61%-8.38%3.75%
20219.21%11.61%0.78%15.65%
2020-12.82%3.54%4.45%7.88%
201914.55%3.74%6.48%-0.82%
2018-5.14%4.92%0.50%-4.01%
20171.45%4.29%1.18%2.96%
20164.01%5.75%-1.15%0.76%
20155.31%-8.54%1.84%5.95%
20147.92%-0.32%13.52%N/A

Rank in category (by total return)

YTD43
1-month46
3-month53
1-year38
3-year15
5-year7

Load adjusted returns

1-year0.30%
3-year-1.38%
5-year4.48%
10-year7.49%