SUFCX
Guggenheim StylePlus-Mid Growth-C
$12.48
-0.08 (-0.64%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 73.867M |
| 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 | 12.48 |
| Price Yesterday | 12.56 |
| Market Cap | 73.87 |
| YTD Return | 6.76% |
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 | 73.87M |
| Shares Outstanding | 5.92M |
| Income Dividend Yield | 5.74% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.74% |
Returns Annualized
| One Day | -80.05% |
|---|---|
| Five Days | 17.58% |
| One Months | 16.48% |
| Three Months | -10.93% |
| Six Months | 18.10% |
| Nine Months | 29.83% |
| One Year | 17.50% |
| Three Years | -0.91% |
| Five Years | 8.17% |
| Ten Years | 8.75% |
| YTD | 13.53% |
| Since Inception | 5.59% |
Returns Total
| One Day | -0.64% |
|---|---|
| Five Days | 0.32% |
| One Month | 1.22% |
| Three Months | -2.80% |
| Six Months | 8.52% |
| Nine Months | 21.35% |
| One Year | 17.48% |
| Three Years | -2.69% |
| Five Years | 47.92% |
| Ten Years | 130.85% |
| YTD | 6.76% |
| Since Inception | 255.96% |
Yearly Returns
| 2024 | 6.76% |
|---|---|
| 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 | -14.63% |
|---|---|
| Beta | 1.15 |
| Correlation | 85.06% |
| Downside Deviation | 3.49% |
| Coefficient of determination | 72.35% |
| Standard Deviation | 4.34% |
| Sharpe Ratio | -0.75 |
| Sortino | -3.21 |
| Treynor | 10.57 |
| Ulcer Index | 5.18 |
| Ulcer Performance Index | -2.17 |