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Guggenheim World Equity Income C (SFGCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.60-0.05 (-0.37%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.71%
5-year average return8.51%
Number of years up17
Number of years down7
Best 1-yr total return (6 Jun 2024)20.40%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return20.40%
Worst 3-yr total return3.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFGCXCategory
YTD8.55%14.38%
1-month4.22%-1.21%
3-month4.07%5.03%
1-year21.72%39.50%
3-year3.98%9.11%
5-year9.25%10.10%
10-year5.82%7.90%
Last bull market20.46%15.53%
Last bear market-10.79%-17.52%

Annual total return (%) history

Year
SFGCXCategory
2024
N/AN/A
2023
11.24%N/A
2022
-9.94%N/A
2021
20.40%N/A
2020
5.34%2.50%
2019
20.08%20.73%
2018
-9.37%-10.41%
2017
13.84%18.90%
2016
8.90%9.24%
2015
-1.66%-3.06%
2014
3.80%3.61%
2013
18.49%25.36%
2012
15.03%14.28%
2011
-16.72%-3.44%
2010
14.07%11.90%
2009
18.89%29.76%
2008
-38.70%-36.88%
2007
10.37%7.10%
2006
15.73%19.86%
2005
12.22%9.79%
2004
17.06%16.15%
2003
40.54%35.24%
2002
-24.76%-14.35%
2001
-13.87%-6.11%
2000
2.13%2.36%
1999
N/A28.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.00%N/AN/AN/A
20231.06%3.91%-2.25%8.37%
2022-2.45%-10.79%-7.52%11.90%
202110.47%4.65%-2.41%6.72%
2020-23.53%16.42%5.77%11.87%
20199.50%2.17%1.20%6.06%
2018-1.07%0.33%4.09%-12.28%
20173.20%1.93%4.25%3.81%
20163.10%2.96%0.94%1.64%
20151.59%-1.77%-5.77%4.58%
20142.99%6.75%-4.11%-1.53%
20134.64%-0.30%9.05%4.15%
201212.19%-8.52%4.89%6.86%
20112.39%-0.68%-18.49%0.48%
20103.86%-12.35%12.97%10.93%
2009-10.93%14.85%14.25%1.73%
2008-10.58%-0.09%-16.99%-17.33%
20070.58%6.80%2.54%0.21%
20066.87%-3.76%4.02%8.17%
2005-3.73%2.72%8.79%4.31%
20043.90%-1.47%-1.20%15.73%
2003-8.60%20.59%8.98%17.01%
20021.13%-9.68%-19.04%1.75%
2001-14.43%6.76%-18.23%15.30%
200013.12%-3.85%-2.32%-3.87%
19998.62%1.24%37.12%N/A

Rank in category (by total return)

YTD31
1-month29
3-month68
1-year44
3-year71
5-year55

Load adjusted returns

1-year20.72%
3-year3.98%
5-year9.25%
10-year5.82%