SUFCX
Guggenheim StylePlus-Mid Growth-C
$12.29
-0.03 (-0.24%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Growth |
---|---|
Market Cap | 74.465M |
52 Week High | 13.01 |
52 Week Low | 9.578 |
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Key Data
Symbol | SUFCX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 12.29 |
Price Yesterday | 12.32 |
Market Cap | 74.47 |
YTD Return | 5.13% |
Expense Details
Deferred | 0.01 |
---|---|
12b-1 | 0.01 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0258 |
Overview
52 Week High | 13.01 |
---|---|
52 Week Low | 9.58 |
Market Cap | 74.47M |
Shares Outstanding | 6.06M |
Income Dividend Yield | 5.83% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.83% |
Returns Annualized
One Day | -45.94% |
---|---|
Five Days | 148.75% |
One Months | -40.54% |
Three Months | 19.30% |
Six Months | 61.52% |
Nine Months | 14.68% |
One Year | 24.55% |
Three Years | -0.53% |
Five Years | 8.37% |
Ten Years | 9.28% |
YTD | 17.10% |
Since Inception | 5.57% |
Returns Total
One Day | -0.24% |
---|---|
Five Days | 1.82% |
One Month | -4.43% |
Three Months | 4.51% |
Six Months | 26.82% |
Nine Months | 10.87% |
One Year | 24.52% |
Three Years | -1.59% |
Five Years | 49.37% |
Ten Years | 142.50% |
YTD | 5.13% |
Since Inception | 250.44% |
Yearly Returns
2024 | 5.13% |
---|---|
2023 | 25.25% |
2022 | -28.15% |
2021 | 12.47% |
2020 | 30.47% |
2019 | 31.28% |
2018 | -8.07% |
2017 | 23.11% |
2016 | 7.25% |
2015 | -1.61% |
Risk against SP-DA
Alpha | -6.46% |
---|---|
Beta | 1.25 |
Correlation | 95.29% |
Downside Deviation | 3.50% |
Coefficient of determination | 90.80% |
Standard Deviation | 4.44% |
Sharpe Ratio | -0.09 |
Sortino | -0.4 |
Treynor | 15.39 |
Ulcer Index | 4.87 |
Ulcer Performance Index | -0.29 |