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Guggenheim Investment Grade Bond C (SDICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.82+0.08 (+0.51%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.32%
5-year average return-0.20%
Number of years up20
Number of years down3
Best 1-yr total return (1 May 2024)13.72%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return13.72%
Worst 3-yr total return-4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSDICXCategory
YTD-0.41%-1.22%
1-month0.84%0.67%
3-month-0.41%1.77%
1-year1.77%0.77%
3-year-3.46%5.26%
5-year0.15%3.02%
10-year1.58%3.31%
Last bull market2.79%3.52%
Last bear market-7.20%3.25%

Annual total return (%) history

Year
SDICXCategory
2024
N/AN/A
2023
5.96%N/A
2022
-16.77%N/A
2021
-1.50%N/A
2020
13.72%7.52%
2019
3.49%8.06%
2018
0.14%-0.50%
2017
5.51%3.71%
2016
4.30%3.23%
2015
0.26%-0.26%
2014
6.85%5.18%
2013
2.44%-1.42%
2012
5.56%7.01%
2011
6.31%5.86%
2010
5.05%7.72%
2009
9.85%13.97%
2008
-11.86%-4.70%
2007
1.68%4.70%
2006
2.87%4.15%
2005
0.79%1.80%
2004
2.61%3.91%
2003
1.98%5.10%
2002
8.30%8.04%
2001
6.30%7.64%
2000
N/A9.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.41%N/AN/AN/A
20233.70%-0.67%-3.29%6.38%
2022-7.14%-7.20%-4.45%1.08%
2021-3.85%2.96%-0.21%-0.29%
20202.92%5.23%2.35%2.59%
20191.05%1.90%1.42%-0.90%
2018-0.51%0.37%-0.22%0.51%
20171.54%1.86%0.92%1.09%
20161.21%2.82%1.97%-1.72%
20151.25%-0.64%-0.01%-0.33%
20142.77%2.37%0.78%0.77%
20131.05%-0.49%0.30%1.56%
20121.08%1.00%1.81%1.55%
20110.95%3.61%1.18%0.46%
20101.66%2.11%2.99%-1.75%
20090.21%4.28%4.21%0.87%
2008-1.97%0.04%-3.47%-6.90%
20071.19%-1.01%1.01%0.49%
2006-0.94%-0.35%3.04%1.14%
2005-0.66%2.32%-0.87%0.02%
20042.37%-3.06%2.58%0.81%
20030.95%2.37%-1.07%-0.25%
2002-0.18%3.09%4.04%1.16%
20012.49%0.09%3.78%-0.15%
20002.59%3.74%N/AN/A

Rank in category (by total return)

YTD35
1-month68
3-month35
1-year57
3-year96
5-year71

Load adjusted returns

1-year0.78%
3-year-3.46%
5-year0.15%
10-year1.58%