Guggenheim Investments

  • Guggenheim Directional Allocation Fund

Guggenheim Directional Allocation Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2012 -0.1 2 -2.5 2.3 2 0.8 0 0 0 0 0 0 0
2013 3.1 2.5 2.8 5.9 -1.2 6.7 -2.6 4.5 -0.3 2.5 1.8 8.3 39.1
2014 -1.6 -0.4 1.2 -4.6 4.6 -2.9 2.1 3.4 -1.7 -0.8 7 -5.1 0.5
2015 -3.2 1.3 7.3 -3.6 -5.9 1.5 -1.6 0.6 -0.8 -2.1 6.7 -2.6 -3.2
2016 0.8 4.9 -2 -0.6 -0.5 3.5 0 2.2 0.3 6.2 0.7 -3.9 11.7
2017 0.4 3.1 2.5 2.1 -0.1 2.4 1.3 1.6 1 0.1 3.7 2.9 23.1
2018 -10.1 2.5 -9.5 -0.5 3.4 2.1 0.3 2.6 -0.2 -0.8 -2.8 6.4 -7.7
2019 -13.1 3.4 1.8 0.2 -0.7 1.3 7.9 -7.3 4.2 0.8 4.4 9.7 10.9
2020 -9.1 10.9 -2.8 -3.6 4.7 5.7 -0.5 5.4 13 -18.5 -9.3 -0.5 4.8
2021 -11.1 0.4 7.7 -4.3 2.9 1.7 3.2 -0.4 4.7 18.9 4.3 -1.2 10.4
2022 -0.1 0.1 0.1 0.1 0.1 0 -2.9 -1.8 -8.6 3.9 -2.8 -7.2 -18.1
2023 2.6 9 -1.5 -4.5 -0.8 1.8 1 0.3 0.3 0.2 0.3 0.2 8.8
2024 -4.01 3.13 2.49