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Guggenheim Alpha Opportunity Instl (SAOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.68-0.04 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.42%
5-year average return5.29%
Number of years up11
Number of years down4
Best 1-yr total return (15 May 2024)32.19%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return32.19%
Worst 3-yr total return-4.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAOIXCategory
YTD11.17%9.18%
1-month-0.78%-0.20%
3-month3.30%3.85%
1-year17.46%22.90%
3-year5.84%7.45%
5-year4.76%7.00%
10-year3.54%4.81%
Last bull market12.57%11.80%
Last bear market0.08%-12.04%

Annual total return (%) history

Year
SAOIXCategory
2024
N/AN/A
2023
9.12%N/A
2022
-8.40%N/A
2021
14.61%N/A
2020
0.44%7.89%
2019
-1.86%11.90%
2018
-10.90%-6.29%
2017
8.15%11.18%
2016
13.49%2.34%
2015
-4.36%-2.02%
2014
9.92%2.92%
2013
32.19%14.62%
2012
14.99%5.15%
2011
4.05%-2.81%
2010
23.85%4.13%
2009
24.82%10.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.05%N/AN/AN/A
20233.24%1.81%3.55%0.25%
2022-7.60%0.08%-7.76%7.39%
20218.41%-1.60%-2.18%9.84%
2020-8.47%4.54%0.98%3.95%
20190.15%-3.50%0.00%1.55%
2018-4.53%-4.46%2.13%-4.36%
20172.87%-2.02%2.52%4.66%
20167.03%-3.01%1.40%7.82%
2015-1.99%-1.38%-0.04%-1.01%
20141.20%4.69%-2.38%6.28%
201310.64%1.08%9.85%7.59%
201212.42%-3.46%7.05%-1.03%
201111.81%-1.58%-19.75%17.81%
20106.47%-14.73%18.70%14.93%
2009-11.00%15.08%15.57%5.46%

Rank in category (by total return)

YTD8
1-month16
3-month43
1-year24
3-year32
5-year65

Load adjusted returns

1-year17.46%
3-year5.84%
5-year4.76%
10-year3.54%