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Guggenheim RBP Large-Cap Market A (TVMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.98+0.01 (+0.08%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.62%
5-year average return10.65%
Number of years up11
Number of years down2
Best 1-yr total return (15 May 2024)36.70%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return36.70%
Worst 3-yr total return3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTVMAXCategory
YTD5.91%12.38%
1-month-4.50%5.09%
3-month4.18%10.28%
1-year22.00%41.70%
3-year4.22%22.56%
5-year9.26%21.98%
10-year9.66%15.99%
Last bull market26.13%25.99%
Last bear market-16.94%-17.29%

Annual total return (%) history

Year
TVMAXCategory
2024
N/AN/A
2023
21.93%N/A
2022
-22.27%N/A
2021
25.77%N/A
2020
13.46%35.86%
2019
30.99%31.90%
2018
-5.00%-2.09%
2017
22.92%27.67%
2016
7.29%3.23%
2015
1.05%3.60%
2014
5.57%10.00%
2013
36.70%33.92%
2012
13.53%15.34%
2011
2.54%-2.46%
2010
N/A15.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.90%N/AN/AN/A
20234.95%7.61%-3.69%12.09%
2022-6.36%-16.94%-5.78%6.07%
20216.48%7.45%-0.89%10.92%
2020-25.95%25.19%8.57%12.73%
201915.76%4.90%0.00%7.88%
20182.75%2.86%4.60%-14.07%
20176.82%4.10%4.03%6.25%
2016-1.13%3.11%2.21%2.97%
20153.91%-1.06%-7.12%5.82%
20140.79%4.22%-3.22%3.85%
201312.13%2.02%8.77%9.86%
201213.09%-4.40%4.60%0.39%
20118.74%2.40%-16.04%9.68%
20108.91%9.41%N/AN/A

Rank in category (by total return)

YTD62
1-month41
3-month41
1-year83
3-year60
5-year90

Load adjusted returns

1-year16.20%
3-year2.55%
5-year8.20%
10-year9.13%