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Guggenheim Risk Managed Real Estt P (GURPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.54+0.45 (+1.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.05%
5-year average return4.70%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)41.61%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return41.61%
Worst 3-yr total return2.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGURPXCategory
YTD-8.08%20.43%
1-month-7.29%2.69%
3-month-4.31%11.34%
1-year-0.07%36.79%
3-year-1.73%10.81%
5-year4.11%7.03%
10-year7.15%9.08%
Last bull market19.55%31.03%
Last bear market-15.67%-16.60%

Annual total return (%) history

Year
GURPXCategory
2024
N/AN/A
2023
12.55%N/A
2022
-24.05%N/A
2021
41.61%N/A
2020
1.33%-4.49%
2019
25.12%27.28%
2018
-4.27%-5.97%
2017
9.87%6.22%
2016
9.27%6.89%
2015
N/A2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.85%N/AN/AN/A
20232.50%1.48%-6.77%16.06%
2022-5.08%-15.67%-8.48%3.69%
20219.14%11.53%0.67%15.57%
2020-12.90%3.45%4.36%7.75%
201914.47%3.67%6.39%-0.91%
2018-5.22%4.83%0.45%-4.08%
20171.34%4.22%1.10%2.89%
20163.96%5.67%-1.23%0.70%
20151.78%5.86%N/AN/A

Rank in category (by total return)

YTD46
1-month47
3-month57
1-year42
3-year20
5-year10

Load adjusted returns

1-year-0.07%
3-year-1.73%
5-year4.11%
10-year7.15%