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Guggenheim Alpha Opportunity A (SAOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.49-0.01 (-0.05%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.51%
5-year average return4.77%
Number of years up15
Number of years down5
Best 1-yr total return (2 May 2024)31.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.84%
Worst 3-yr total return-4.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAOAXCategory
YTD11.05%9.18%
1-month-0.83%-0.20%
3-month3.18%3.85%
1-year17.08%22.90%
3-year5.56%7.45%
5-year4.47%7.00%
10-year3.18%4.81%
Last bull market12.38%11.80%
Last bear market0.00%-12.04%

Annual total return (%) history

Year
SAOAXCategory
2024
N/AN/A
2023
8.80%N/A
2022
-8.65%N/A
2021
14.38%N/A
2020
0.18%7.89%
2019
-2.26%11.90%
2018
-11.25%-6.29%
2017
7.48%11.18%
2016
12.84%2.34%
2015
-4.61%-2.02%
2014
9.69%2.92%
2013
31.84%14.62%
2012
14.00%5.15%
2011
3.86%-2.81%
2010
23.50%4.13%
2009
24.59%10.46%
2008
-35.13%-15.40%
2007
18.13%4.42%
2006
12.44%7.23%
2005
7.14%4.77%
2004
12.33%5.06%
2003
N/A8.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.98%N/AN/AN/A
20233.14%1.74%3.53%0.15%
2022-7.68%0.00%-7.82%7.35%
20218.37%-1.65%-2.27%9.82%
2020-8.45%4.37%0.96%3.85%
20190.06%-3.59%-0.11%1.45%
2018-4.61%-4.53%2.02%-4.48%
20172.73%-2.18%2.35%4.51%
20166.98%-3.08%1.11%7.64%
2015-2.05%-1.45%-0.11%-1.09%
20141.15%4.60%-2.39%6.21%
201310.61%0.96%9.84%7.48%
201212.27%-4.08%6.98%-1.05%
201111.85%-1.69%-19.84%17.82%
20106.32%-14.70%18.70%14.73%
2009-11.05%15.06%15.52%5.37%
2008-8.33%4.99%-12.85%-22.65%
20074.31%8.92%3.80%0.16%
20069.72%-2.51%-1.69%6.92%
2005-0.34%-1.02%6.36%2.12%
20042.05%2.01%0.94%6.91%
200315.78%N/AN/AN/A

Rank in category (by total return)

YTD9
1-month17
3-month48
1-year25
3-year32
5-year69

Load adjusted returns

1-year11.52%
3-year3.86%
5-year3.46%
10-year2.68%