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Guggenheim Alpha Opportunity C (SAOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.71+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.78%
5-year average return3.67%
Number of years up14
Number of years down6
Best 1-yr total return (29 Apr 2024)30.85%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return30.85%
Worst 3-yr total return-5.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAOCXCategory
YTD11.73%9.18%
1-month3.17%-0.20%
3-month11.73%3.85%
1-year17.22%22.90%
3-year4.71%7.45%
5-year3.69%7.00%
10-year2.54%4.81%
Last bull market13.55%11.80%
Last bear market-0.19%-12.04%

Annual total return (%) history

Year
SAOCXCategory
2024
N/AN/A
2023
8.00%N/A
2022
-9.34%N/A
2021
13.49%N/A
2020
-0.63%7.89%
2019
-3.03%11.90%
2018
-11.91%-6.29%
2017
6.67%11.18%
2016
11.97%2.34%
2015
-5.30%-2.02%
2014
8.84%2.92%
2013
30.85%14.62%
2012
13.13%5.15%
2011
3.00%-2.81%
2010
22.63%4.13%
2009
23.75%10.46%
2008
-35.84%-15.40%
2007
17.22%4.42%
2006
11.75%7.23%
2005
6.28%4.77%
2004
11.49%5.06%
2003
N/A8.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.73%N/AN/AN/A
20232.94%1.55%3.30%0.00%
2022-7.83%-0.19%-8.01%7.13%
20218.15%-1.88%-2.41%9.60%
2020-8.73%4.21%0.75%3.69%
2019-0.19%-3.73%-0.33%1.25%
2018-4.73%-4.73%1.84%-4.70%
20172.58%-2.41%2.22%4.24%
20166.77%-3.23%0.89%7.41%
2015-2.21%-1.61%-0.30%-1.28%
20140.95%4.46%-2.64%6.02%
201310.36%0.83%9.61%7.27%
201212.10%-4.27%6.73%-1.23%
201111.50%-1.82%-19.95%17.53%
20106.16%-14.96%18.50%14.62%
2009-11.14%14.85%15.23%5.24%
2008-8.47%4.73%-13.05%-23.02%
20074.01%8.72%3.63%0.03%
20069.58%-2.65%-1.98%6.87%
2005-0.52%-1.21%6.11%1.90%
20041.88%1.75%0.78%6.72%
200315.62%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month40
3-month12
1-year49
3-year53
5-year88

Load adjusted returns

1-year16.22%
3-year4.71%
5-year3.69%
10-year2.54%