| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
1
1
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
E-
(Sell)
|
U.S. News evaluated 51 Managed Futures Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Guggenheim Investments funds
Performance
The fund has returned -39.88 percent over the past year, and -13.14 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -13.2% |
| 1 Year | -39.9% |
| 3 Years (Annualized) | -13.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to achieve positive total returns, consisting of capital growth and income, with less volatility than the broad commodity markets. The fund's investment methodology is based on a systematic rules-based momentum strategy that was developed through extensive quantitative research. The commodity constituents are drawn from a limited investment universe of 14 components of the S&P GSCI™ Excess Return Index. It may also invest up to 25% of its total assets in a wholly-owned and controlled Cayman Islands subsidiary. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Guggenheim Long/Short Commodities Strategy Fund has an expense ratio of 1.88 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
