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Guggenheim RBP Large-Cap Market I (TVIMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.31-0.02 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.46%
5-year average return11.33%
Number of years up10
Number of years down2
Best 1-yr total return (4 Jun 2024)37.14%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return37.14%
Worst 3-yr total return3.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVIMXCategory
YTD9.96%12.38%
1-month3.79%5.09%
3-month2.02%10.28%
1-year26.87%41.70%
3-year5.91%22.56%
5-year11.70%21.98%
10-year10.03%15.99%
Last bull market26.33%25.99%
Last bear market-16.79%-17.29%

Annual total return (%) history

Year
TVIMXCategory
2024
N/AN/A
2023
22.20%N/A
2022
-22.03%N/A
2021
26.14%N/A
2020
13.68%35.86%
2019
31.41%31.90%
2018
-4.82%-2.09%
2017
23.15%27.67%
2016
7.71%3.23%
2015
1.50%3.60%
2014
5.97%10.00%
2013
37.14%33.92%
2012
14.02%15.34%
2011
N/A-2.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%N/AN/AN/A
20234.99%7.67%-3.61%12.14%
2022-6.32%-16.79%-5.84%6.22%
20216.65%7.50%-0.83%10.95%
2020-25.86%25.23%8.64%12.71%
201915.85%4.96%0.09%7.97%
20182.79%2.88%4.70%-14.04%
20176.81%4.19%4.11%6.30%
2016-1.08%3.29%2.22%3.13%
20154.07%-1.02%-6.96%5.92%
20140.92%4.27%-3.07%3.89%
201312.13%2.15%8.87%9.98%
201213.22%-4.35%4.71%0.55%
20112.46%-16.05%9.81%N/A

Rank in category (by total return)

YTD69
1-month76
3-month58
1-year76
3-year63
5-year87

Load adjusted returns

1-year26.87%
3-year5.91%
5-year11.70%
10-year10.03%