Guggenheim Investments

  • Guggenheim Mid Cap Value Institutional Fund

Guggenheim Mid Cap Value Institutional Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2008 -1.8 -8.8 -18.9 -7.2 6 0 0 0 0 0 0 0 0
2009 6.9 3.1 -4.9 4.4 5.1 6.3 2 5.6 15 8.2 -8.6 -5.5 41.8
2010 6.3 1 2.4 9.5 -5.7 6.3 -5.4 -7.1 5.3 6.4 2.7 -4 17.2
2011 10.9 -3 13.5 -10.2 -8.9 -2 -1.7 -4 1.8 1.3 6.1 1.1 2.1
2012 3.1 1.7 -0.8 2.8 5.1 -0.9 3.8 -7.4 -3.1 1.7 4.8 6.3 17.7
2013 2.1 1.4 3.4 4.3 -3.2 6.4 -1.5 2.8 -0.9 5.1 1.8 7.6 32.6
2014 0.1 0.2 2 -6 2.6 -4.3 3.7 1 -1.1 1.1 5.5 -3.3 1
2015 -4.5 2.3 3.8 -3.5 -2.7 -1.8 -0.7 0.7 -2.1 0 5.7 -3.7 -6.9
2016 2.5 10.6 -1.6 1.5 -0.6 4 -1.2 1.3 2.9 9.6 0.7 -4.5 27.1
2017 0.4 3.3 0.9 4.3 -1.2 2.2 1.6 -1.4 0.4 -0.9 3 0.3 13.3
2018 -11.2 1.5 -8.6 -1.5 1.6 1.1 0.7 3.3 2.2 0.9 -4.2 1.7 -13
2019 0.6 1.6 1.5 5 -3.3 2.2 6 -7.1 4.1 -1.7 3.6 9.9 23.7
2020 6.3 13.8 2.6 -5.1 2.7 5.3 1 4 13.1 -21.4 -10.2 -2.7 3.8
2021 -17 -3.9 4.3 -1.8 -0.2 -0.8 -2.3 1.6 31.1 5.8 10.9 -21.2 -2.7
2022 -23.1 5 11.8 -8.3 -3.1 8.3 -10.6 3.5 -4.7 1.6 3.9 -3.1 -21.6
2023 -0.5 5.8 -4.2 -5.3 -2.4 4.2 8.1 -4.1 -0.9 -4.8 -1.6 7.6 0.7
2024 -4.6 4.3 4.5 -2.1 0 0 0 0 0 0 0 0 5.9