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Guggenheim Risk Managed Real Estate Fund (GURIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.41-0.32 (-1.08%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.83%
5-year average return4.81%
Number of years up7
Number of years down2
Best 1-yr total return (11 Apr 2024)42.07%
Worst 1-yr total return (11 Apr 2024)N/A
Best 3-yr total return42.07%
Worst 3-yr total return3.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGURIXCategory
YTD-0.78%20.43%
1-month1.42%2.69%
3-month-0.78%11.34%
1-year9.27%36.79%
3-year3.59%10.81%
5-year6.23%7.03%
10-year8.59%9.08%
Last bull market40.94%31.03%
Last bear market-15.61%-16.60%

Annual total return (%) history

Year
GURIXCategory
2024
N/AN/A
2023
13.00%N/A
2022
-23.79%N/A
2021
42.07%N/A
2020
1.72%-4.49%
2019
25.50%27.28%
2018
-3.99%-5.97%
2017
10.21%6.22%
2016
9.56%6.89%
2015
3.94%2.41%
2014
N/A28.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.78%N/AN/AN/A
20232.61%1.56%-6.67%16.17%
2022-4.99%-15.61%-8.38%3.75%
20219.21%11.61%0.78%15.65%
2020-12.82%3.54%4.45%7.88%
201914.55%3.74%6.48%-0.82%
2018-5.14%4.92%0.50%-4.01%
20171.45%4.29%1.18%2.96%
20164.01%5.75%-1.15%0.76%
20155.31%-8.54%1.84%5.95%
20147.92%-0.32%13.52%N/A

Rank in category (by total return)

YTD36
1-month71
3-month36
1-year35
3-year12
5-year5

Load adjusted returns

1-year9.27%
3-year3.59%
5-year6.23%
10-year8.59%