Guggenheim S&P 500 Equal Weight ETF
for period ending September 30, 2020
This portfolio is provided by Guggenheim Investments.
RSP is the ticker for this portfolio. This ticker appears in the scatterplots below and on the Summary Page showing all portfolios. You can invest in this portfolio using the ticker "RSP" at
FolioInvesting.com or your favorite brokerage. See
How to Invest (below) for more details on how buy this portfolio.
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Risk vs. return for RSP: The scatterplots below show the best portfolios as dots closest to the green smiley the at top left of each scatterplot. The yellow dot shows the total return and risk for this portfolio. The risk is measured by maximum loss over each period. Any dot closer to the top left corner has shown better performance using this metric.
For more metrics (
Total Return,
Risk and Volatility,
Correlation) scroll down on this page. The Summary Page compares all portfolios.
Maximum Drawdown vs. Annual Return
●RSP●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●RSP and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
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Description Guggenheim S&P 500 Equal Weight ETF gives investors access to a high equity portfolio that uses large cap stocks. This portfolio is an exchange-traded fund and can be used as part of an overall asset allocation or as part of a portfolio recipe.
Category Strategic: Managed. This recipe uses a fixed, static allocation.
Ingredients used This portfolio invests in the equities of S&P 500 companies. This portfolio invests in each company in equal proportion, instead of weighting the investment by each company's market capitalization..
Peer Group Strategic: Managed. See
How to Invest, below. You can see how this recipe has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.
Methodology This portfolio is an exchange-traded fund and its holdings are determined by the fund's manager, Guggenheim Investments. You may consult guggenheiminvestments.com for details on how this manager chooses particular assets for inclusion in this fund.
Cost- Since this is an exchange-traded fund, you can purchase this directly through your broker using the ticker RSP. A flat-rate broker like FolioInvesting.com can minimize your brokerage fees. See How to Invest, below.
- Fund fees. The manager of this fund charges a percentage of assets under management as its fee.
- Additional fees. If a financial adviser purchases this fund on your behalf, they may also charge a fee.
You can invest in this portfolio by buying the ticker symbol "RSP" at
FolioInvesting.com or your favorite brokerage. The full set of risk and return metrics for this recipe are available to VizMetrics subscribers.
Upgrade your subscription for full access. Only $15 per month. Cancel anytime.
for period ending September 30, 2020
Downside Deviation vs. Annual Return
●RSP●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●RSP and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
Standard Deviation vs. Annual Return
●RSP●Peer group recipes●All other recipes●S&P 500 (SPY)●U.S. Bonds (BND)●Balanced (60% Equity / 40% Bonds)
The location of
●RSP and the identities of all the
● portfolios on the 3, 5, 7, and 10 year graphs are available to subscribers only.
Upgrade your subscription. Only $15 per month. Cancel anytime.
for period ending September 30, 2020
5-year graph ●RSP●Global equities (ACWI)●U.S. equities (SPY)●U.S. bonds (BND)●60% Equity / 40% Bonds (s.6040)
for period ending September 30, 2020
for period ending September 30, 2020
| | 1 year | 3 year | 5 year | 7 year | 10 year | 15 year |
| to Global Stocks (ACWI) | 0.98 | 0.97 | 0.96 | 0.95 | 0.95 | |
| to S&P500 (SPY) | 0.98 | 0.98 | 0.97 | 0.97 | 0.98 | 0.97 |
| to U.S. Bonds (BND) | 0.48 | 0.15 | 0.07 | 0.05 | -0.04 | 0.06 |
| to Commodities (DBC) | 0.71 | 0.68 | 0.59 | 0.52 | 0.57 | 0.53 |
| to Gold (GLD) | 0.47 | 0.20 | 0.07 | 0.03 | 0.12 | 0.08 |
