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Guggenheim Risk Managed Real Estate Fund (GURAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.59+0.15 (+0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.47%
5-year average return4.36%
Number of years up7
Number of years down2
Best 1-yr total return (2 May 2024)41.69%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return41.69%
Worst 3-yr total return2.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGURAXCategory
YTD-8.08%20.43%
1-month-7.27%2.69%
3-month-4.29%11.34%
1-year-0.05%36.79%
3-year-1.70%10.81%
5-year4.16%7.03%
10-year7.17%9.08%
Last bull market19.55%31.03%
Last bear market-15.66%-16.60%

Annual total return (%) history

Year
GURAXCategory
2024
N/AN/A
2023
12.58%N/A
2022
-24.02%N/A
2021
41.69%N/A
2020
1.40%-4.49%
2019
25.17%27.28%
2018
-4.25%-5.97%
2017
9.89%6.22%
2016
9.27%6.89%
2015
3.59%2.41%
2014
N/A28.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.88%N/AN/AN/A
20232.53%1.44%-6.73%16.06%
2022-5.05%-15.66%-8.49%3.69%
20219.16%11.55%0.69%15.58%
2020-12.89%3.47%4.39%7.77%
201914.48%3.64%6.42%-0.87%
2018-5.22%4.83%0.47%-4.08%
20171.33%4.18%1.17%2.89%
20163.97%5.68%-1.23%0.68%
20155.26%-8.65%1.78%5.85%
20147.86%-0.34%13.39%N/A

Rank in category (by total return)

YTD47
1-month46
3-month56
1-year41
3-year18
5-year9

Load adjusted returns

1-year-4.80%
3-year-3.28%
5-year3.15%
10-year6.65%