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Guggenheim Investment Grade Bond A (SIUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.77+0.02 (+0.13%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.43%
5-year average return0.51%
Number of years up33
Number of years down5
Best 1-yr total return (22 Apr 2024)14.56%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return14.56%
Worst 3-yr total return-3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIUSXCategory
YTD-0.29%-1.22%
1-month0.84%0.67%
3-month-0.29%1.77%
1-year2.45%0.77%
3-year-2.77%5.26%
5-year0.88%3.02%
10-year2.32%3.31%
Last bull market3.46%3.52%
Last bear market-7.05%3.25%

Annual total return (%) history

Year
SIUSXCategory
2024
N/AN/A
2023
6.73%N/A
2022
-16.11%N/A
2021
-0.81%N/A
2020
14.56%7.52%
2019
4.30%8.06%
2018
0.83%-0.50%
2017
6.32%3.71%
2016
5.01%3.23%
2015
1.02%-0.26%
2014
7.63%5.18%
2013
3.20%-1.42%
2012
6.34%7.01%
2011
6.94%5.86%
2010
6.11%7.72%
2009
10.63%13.97%
2008
-11.33%-4.70%
2007
2.43%4.70%
2006
3.64%4.15%
2005
1.54%1.80%
2004
3.37%3.91%
2003
2.72%5.10%
2002
9.04%8.04%
2001
7.33%7.64%
2000
9.69%9.44%
1999
-3.60%-1.35%
1998
9.09%7.36%
1997
9.19%8.81%
1996
1.26%3.47%
1995
21.84%17.71%
1994
-6.54%-4.01%
1993
11.77%10.44%
1992
4.97%7.49%
1991
13.78%16.66%
1990
9.78%6.95%
1989
11.75%11.74%
1988
6.23%8.45%
1987
3.75%2.41%
1986
9.11%14.53%
1985
N/A22.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.29%N/AN/AN/A
20233.87%-0.48%-3.10%6.55%
2022-6.94%-7.05%-4.25%1.29%
2021-3.66%3.09%0.02%-0.15%
20203.10%5.46%2.53%2.78%
20191.27%2.08%1.61%-0.71%
2018-0.33%0.50%0.02%0.64%
20171.77%2.04%1.10%1.27%
20161.39%3.00%2.12%-1.53%
20151.43%-0.46%0.18%-0.13%
20142.95%2.56%0.97%0.96%
20131.24%-0.29%0.49%1.75%
20121.27%1.13%2.05%1.75%
20111.13%3.66%1.37%0.64%
20102.10%2.07%3.12%-1.27%
20090.36%4.45%4.63%0.86%
2008-1.75%0.02%-3.08%-6.90%
20071.36%-0.81%1.21%0.67%
2006-0.74%-0.15%3.20%1.33%
2005-0.47%2.53%-0.89%0.39%
20042.33%-2.66%2.76%0.99%
20031.15%2.35%-0.74%-0.04%
2002-0.20%3.49%4.16%1.36%
20012.81%0.13%4.22%0.04%
20001.75%0.99%2.77%3.87%
1999-1.62%-1.57%0.14%-0.59%
19981.40%2.60%4.50%0.34%
1997-0.75%3.24%3.48%2.99%
1996-3.32%0.11%1.99%2.58%
19954.39%7.35%2.85%5.72%
1994-3.92%-2.41%-0.74%0.42%
19934.62%3.83%3.30%-0.39%
1992-1.24%2.94%2.22%1.01%
19912.49%1.68%4.75%4.24%
1990-0.08%3.43%1.29%4.88%
19891.04%5.73%1.28%3.28%
19882.41%1.62%1.58%0.49%
19871.72%-0.45%-1.20%3.70%
19863.65%0.47%3.80%0.94%
19857.08%N/AN/AN/A

Rank in category (by total return)

YTD23
1-month69
3-month23
1-year32
3-year73
5-year17

Load adjusted returns

1-year-1.64%
3-year-4.09%
5-year0.06%
10-year1.90%