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Guggenheim World Equity Income P (SEQPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.90-0.05 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.39%
5-year average return8.99%
Number of years up6
Number of years down2
Best 1-yr total return (20 Jun 2024)21.34%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return21.34%
Worst 3-yr total return4.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEQPXCategory
YTD8.87%14.38%
1-month4.28%-1.21%
3-month4.29%5.03%
1-year22.59%39.50%
3-year4.73%9.11%
5-year10.07%10.10%
10-year6.69%7.90%
Last bull market20.93%15.53%
Last bear market-10.65%-17.52%

Annual total return (%) history

Year
SEQPXCategory
2024
N/AN/A
2023
12.07%N/A
2022
-9.30%N/A
2021
21.34%N/A
2020
6.15%2.50%
2019
21.00%20.73%
2018
-8.69%-10.41%
2017
14.66%18.90%
2016
10.49%9.24%
2015
N/A-3.06%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.22%N/AN/AN/A
20231.25%4.08%-2.09%8.62%
2022-2.33%-10.65%-7.28%12.09%
202110.71%4.78%-2.22%6.97%
2020-23.37%16.67%5.95%12.05%
20199.75%2.34%1.38%6.27%
2018-0.84%0.49%4.29%-12.13%
20173.34%2.16%4.50%3.92%
20163.27%3.47%1.57%1.81%
2015-5.56%4.79%N/AN/A

Rank in category (by total return)

YTD27
1-month27
3-month60
1-year41
3-year63
5-year45

Load adjusted returns

1-year22.59%
3-year4.73%
5-year10.07%
10-year6.69%