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Guggenheim StylePlus - Large Core C (SFECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.56+0.14 (+1.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.76%
5-year average return11.43%
Number of years up16
Number of years down8
Best 1-yr total return (2 May 2024)28.48%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.48%
Worst 3-yr total return5.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFECXCategory
YTD5.51%14.84%
1-month-4.70%1.65%
3-month3.50%7.55%
1-year21.47%40.47%
3-year5.61%16.77%
5-year10.96%16.15%
10-year10.49%13.21%
Last bull market27.03%24.09%
Last bear market-17.35%-17.61%

Annual total return (%) history

Year
SFECXCategory
2024
N/AN/A
2023
25.57%N/A
2022
-21.87%N/A
2021
27.05%N/A
2020
16.61%15.83%
2019
28.48%28.78%
2018
-7.72%-6.27%
2017
20.92%20.44%
2016
11.98%10.37%
2015
0.04%-1.07%
2014
13.76%10.96%
2013
27.17%31.50%
2012
11.39%14.96%
2011
-5.17%-1.27%
2010
14.78%14.01%
2009
28.04%28.17%
2008
-38.08%-37.79%
2007
-5.66%6.16%
2006
11.18%14.17%
2005
3.07%5.88%
2004
6.46%10.02%
2003
20.12%27.05%
2002
-24.42%-22.25%
2001
-12.53%-13.50%
2000
-13.34%-6.31%
1999
N/A20.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.71%N/AN/AN/A
20237.60%8.09%-3.48%11.86%
2022-6.21%-17.35%-6.28%7.55%
20216.24%8.09%0.00%10.63%
2020-22.16%22.24%9.37%12.06%
201912.97%3.46%1.14%8.69%
2018-1.30%2.33%7.35%-14.89%
20175.98%2.71%4.22%6.59%
20160.82%2.68%4.37%3.65%
20151.04%0.05%-7.04%6.44%
20142.38%5.33%0.88%4.57%
20138.87%0.70%4.81%10.68%
201213.70%-5.92%5.38%-1.18%
20116.67%-3.12%-17.63%11.41%
20106.86%-13.58%11.14%11.83%
2009-9.12%15.61%16.40%4.70%
2008-7.29%-2.25%-12.41%-21.99%
2007-1.95%4.98%-0.63%-7.76%
20063.41%-2.20%2.73%7.01%
2005-3.41%0.67%2.84%3.07%
20040.81%1.12%-2.69%7.32%
2003-3.09%12.38%1.07%9.14%
2002-0.88%-14.75%-15.57%5.94%
2001-12.79%6.45%-15.15%11.04%
20000.85%-3.10%-2.52%-9.04%
19995.17%-6.62%10.79%N/A

Rank in category (by total return)

YTD54
1-month75
3-month67
1-year54
3-year74
5-year71

Load adjusted returns

1-year20.47%
3-year5.61%
5-year10.96%
10-year10.49%