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Guggenheim Investment Grade Bond P (SIUPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.75-0.04 (-0.25%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.67%
5-year average return0.42%
Number of years up6
Number of years down2
Best 1-yr total return (23 Apr 2024)14.54%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return14.54%
Worst 3-yr total return-3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIUPXCategory
YTD-0.29%-1.22%
1-month0.84%0.67%
3-month-0.29%1.77%
1-year2.45%0.77%
3-year-2.76%5.26%
5-year0.87%3.02%
10-year2.33%3.31%
Last bull market3.41%3.52%
Last bear market-7.10%3.25%

Annual total return (%) history

Year
SIUPXCategory
2024
N/AN/A
2023
6.79%N/A
2022
-16.17%N/A
2021
-0.81%N/A
2020
14.54%7.52%
2019
4.29%8.06%
2018
0.83%-0.50%
2017
6.31%3.71%
2016
5.06%3.23%
2015
N/A-0.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.29%N/AN/AN/A
20233.93%-0.48%-3.09%6.54%
2022-6.93%-7.10%-4.25%1.27%
2021-3.70%3.13%-0.03%-0.10%
20203.09%5.40%2.57%2.77%
20191.27%2.08%1.60%-0.70%
2018-0.33%0.49%-0.04%0.70%
20171.72%2.04%1.08%1.32%
20161.38%3.00%2.17%-1.52%
20150.29%-0.16%N/AN/A

Rank in category (by total return)

YTD23
1-month70
3-month23
1-year32
3-year72
5-year17

Load adjusted returns

1-year2.45%
3-year-2.76%
5-year0.87%
10-year2.33%