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Guggenheim Alpha Opportunity P (SAOSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.67-0.05 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.47%
5-year average return4.77%
Number of years up5
Number of years down3
Best 1-yr total return (2 May 2024)14.39%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.39%
Worst 3-yr total return-4.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSAOSXCategory
YTD11.06%9.18%
1-month-0.78%-0.20%
3-month3.20%3.85%
1-year17.12%22.90%
3-year5.57%7.45%
5-year4.47%7.00%
10-year3.22%4.81%
Last bull market12.41%11.80%
Last bear market0.00%-12.04%

Annual total return (%) history

Year
SAOSXCategory
2024
N/AN/A
2023
8.80%N/A
2022
-8.63%N/A
2021
14.39%N/A
2020
0.19%7.89%
2019
-2.23%11.90%
2018
-11.26%-6.29%
2017
7.72%11.18%
2016
12.95%2.34%
2015
N/A-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.93%N/AN/AN/A
20233.11%1.78%3.50%0.17%
2022-7.67%0.00%-7.81%7.35%
20218.41%-1.69%-2.25%9.80%
2020-8.48%4.45%0.95%3.83%
20190.05%-3.57%-0.11%1.44%
2018-4.54%-4.61%2.07%-4.53%
20172.87%-2.13%2.44%4.44%
20166.92%-3.08%1.27%7.63%
2015-0.11%-1.03%N/AN/A

Rank in category (by total return)

YTD8
1-month16
3-month46
1-year25
3-year32
5-year69

Load adjusted returns

1-year17.12%
3-year5.57%
5-year4.47%
10-year3.22%