Guggenheim SMid Cap Value A (SEVAX)

33.88 -0.14 (-0.41%) USD  |  Jun 30 2022

SEVAX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Guggenheim SMid Cap Value A
16.66%
32.84%
0.53%
-7.52%
26.83%
13.33%
-13.08%
26.81%
3.56%
23.67%
-9.80%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.96%
Victory RS Value A
13.83%
37.68%
11.60%
-6.18%
10.92%
17.41%
-10.75%
31.35%
-2.59%
27.31%
-9.34%
American Century Mid Cap Value A
16.11%
29.70%
16.04%
-1.81%
22.50%
11.32%
-13.25%
28.55%
1.43%
22.75%
-8.22%
Hartford MidCap Value A
24.14%
33.83%
7.64%
-1.70%
12.31%
13.03%
-14.74%
30.32%
0.15%
28.00%
-13.08%
BlackRock Mid-Cap Value Investor A
13.20%
33.29%
6.40%
-6.90%
22.31%
8.55%
-9.74%
29.24%
6.85%
26.08%
-8.87%
As of June 30, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Guggenheim SMid Cap Value A
-11.26%
-12.73%
-9.68%
-7.11%
8.48%
7.01%
9.64%
6.78%
9.68%
11.77%
S&P 500 Total Return
-8.82%
-17.41%
-20.17%
-10.62%
10.60%
11.31%
12.96%
8.54%
9.08%
9.82%
Victory RS Value A
-9.51%
-11.07%
-9.14%
-2.88%
6.60%
7.50%
10.64%
5.80%
10.12%
7.56%
American Century Mid Cap Value A
-9.89%
-11.59%
-8.17%
-2.47%
7.86%
6.42%
10.78%
7.76%
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9.42%
Hartford MidCap Value A
-11.38%
-15.13%
-13.03%
-4.61%
7.48%
6.22%
9.53%
5.84%
8.32%
7.82%
BlackRock Mid-Cap Value Investor A
-11.32%
-13.23%
-8.83%
-5.10%
10.62%
9.04%
10.60%
7.23%
9.05%
10.04%
As of June 30, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022