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Guggenheim World Equity Income A (SEQAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.18+0.14 (+0.87%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.75%
5-year average return8.49%
Number of years up23
Number of years down7
Best 1-yr total return (2 May 2024)21.33%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return21.33%
Worst 3-yr total return3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEQAXCategory
YTD4.45%14.38%
1-month-3.44%-1.21%
3-month2.77%5.03%
1-year14.56%39.50%
3-year4.00%9.11%
5-year8.17%10.10%
10-year6.43%7.90%
Last bull market20.84%15.53%
Last bear market-10.63%-17.52%

Annual total return (%) history

Year
SEQAXCategory
2024
N/AN/A
2023
12.09%N/A
2022
-9.28%N/A
2021
21.33%N/A
2020
6.14%2.50%
2019
21.01%20.73%
2018
-8.69%-10.41%
2017
14.70%18.90%
2016
9.75%9.24%
2015
-0.97%-3.06%
2014
4.63%3.61%
2013
19.31%25.36%
2012
15.85%14.28%
2011
-15.97%-3.44%
2010
14.85%11.90%
2009
19.79%29.76%
2008
-38.22%-36.88%
2007
11.23%7.10%
2006
16.59%19.86%
2005
13.07%9.79%
2004
17.97%16.15%
2003
41.57%35.24%
2002
-24.16%-14.35%
2001
-13.21%-6.11%
2000
3.08%2.36%
1999
54.83%28.41%
1998
19.13%9.10%
1997
6.90%20.15%
1996
17.03%18.76%
1995
10.37%22.77%
1994
1.27%-0.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.17%N/AN/AN/A
20231.25%4.02%-2.04%8.64%
2022-2.30%-10.63%-7.34%12.13%
202110.71%4.78%-2.24%6.99%
2020-23.39%16.67%5.94%12.10%
20199.72%2.37%1.40%6.25%
2018-0.89%0.49%4.26%-12.07%
20173.36%2.14%4.46%4.00%
20163.29%3.19%1.12%1.83%
20151.78%-1.61%-5.57%4.72%
20143.18%7.04%-3.99%-1.33%
20134.69%0.00%9.24%4.33%
201212.30%-8.30%4.98%7.18%
20112.75%-0.59%-18.28%0.67%
20104.13%-12.28%13.24%11.03%
2009-10.84%15.19%14.33%2.01%
2008-10.45%0.08%-16.80%-17.15%
20070.75%7.02%2.78%0.37%
20067.06%-3.58%4.24%8.35%
2005-3.53%2.89%8.98%4.52%
20044.09%-1.26%-1.00%15.94%
2003-8.38%20.77%9.16%17.21%
20021.41%-9.44%-18.96%1.90%
2001-14.36%7.07%-18.04%15.49%
200013.39%-3.65%-2.08%-3.64%
19991.85%8.85%1.60%37.46%
199815.30%-2.16%-11.44%19.23%
19972.41%10.08%3.51%-8.40%
19966.40%5.42%1.31%2.99%
1995-1.27%2.17%5.60%3.62%
19940.29%2.41%2.17%-3.50%

Rank in category (by total return)

YTD26
1-month65
3-month70
1-year35
3-year70
5-year37

Load adjusted returns

1-year9.12%
3-year2.33%
5-year7.12%
10-year5.91%