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Guggenheim World Equity Income I (SEWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.61-0.06 (-0.36%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.49%
5-year average return9.28%
Number of years up9
Number of years down3
Best 1-yr total return (20 Jun 2024)21.61%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return21.61%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSEWIXCategory
YTD8.96%14.38%
1-month4.29%-1.21%
3-month4.30%5.03%
1-year22.82%39.50%
3-year5.01%9.11%
5-year10.36%10.10%
10-year6.89%7.90%
Last bull market20.96%15.53%
Last bear market-10.62%-17.52%

Annual total return (%) history

Year
SEWIXCategory
2024
N/AN/A
2023
12.34%N/A
2022
-9.05%N/A
2021
21.61%N/A
2020
6.45%2.50%
2019
21.42%20.73%
2018
-8.46%-10.41%
2017
14.98%18.90%
2016
10.03%9.24%
2015
-0.72%-3.06%
2014
4.92%3.61%
2013
19.79%25.36%
2012
16.23%14.28%
2011
N/A-3.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.23%N/AN/AN/A
20231.26%4.17%-2.00%8.67%
2022-2.25%-10.62%-7.20%12.18%
202110.72%4.82%-2.15%7.08%
2020-23.37%16.78%6.05%12.17%
20199.83%2.41%1.51%6.34%
2018-0.83%0.60%4.34%-12.07%
20173.46%2.17%4.51%4.07%
20163.35%3.24%1.17%1.93%
20151.82%-1.50%-5.53%4.79%
20143.26%7.09%-3.92%-1.25%
20134.81%0.17%9.38%4.32%
201212.60%-8.26%4.90%7.26%
2011-18.35%-0.19%N/AN/A

Rank in category (by total return)

YTD26
1-month26
3-month59
1-year40
3-year59
5-year38

Load adjusted returns

1-year22.82%
3-year5.01%
5-year10.36%
10-year6.89%