Guggenheim Investments

  • Guggenheim Large Cap Value Fund

Guggenheim Large Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2013 2.4 1.8 3.7 2.7 -2.3 5.1 0.4 2.1 0 0 0 0 0
2014 0.1 1.4 0.6 -2.8 2.7 -0.8 2.8 1.4 0.4 1.9 5 -3.6 9.1
2015 -2.5 0.2 6.4 -3.7 -5.5 0.4 -2 0.9 0.6 -0.7 6.4 -5.1 -5.2
2016 2.9 7.2 -1.2 0.2 1.2 2.9 0 2.2 2.5 7.5 0.6 -5.8 21.4
2017 1.7 3.6 1.5 3.1 -1 1.8 1.8 -0.9 -0.3 -1 3.7 0.8 15.6
2018 -10.4 2.4 -5.4 0 1.6 3.6 -0.1 0.9 1 -1.9 -4.8 3.8 -9.8
2019 -4.1 3.6 1.7 3.8 -4.9 0.6 7.5 -8.6 2.8 -0.7 2.9 8.7 12.5
2020 4.2 13.9 0.1 -9.7 3.3 4.5 -1.3 2.8 12.9 -17.2 -9.2 -4.1 -4.4
2021 -1.3 -3.1 4.5 -1.5 1.1 0.4 -2 2.7 3.2 14.5 7.8 -7.3 18.6
2022 -12.8 6 11.3 -8.8 -2.9 6.6 -10.4 4.3 -4.6 2.6 2 -0.7 -10.1
2023 -6.9 6.1 -3.1 -4.4 -2.4 4 6.8 -4 1.6 -0.5 -4.1 4.7 -3.2
2024 -1.9 5.8 3.8 -0.6 0 0 0 0 0 0 0 0 7.1