Fixed-Income's Diverse Opportunity Set

Achieving enhanced returns may be difficult in today’s fixed-income market, but the fixed-income universe is diverse enough to provide the opportunity to make informed relative value decisions.

Historical Annual Fixed-Income Sector Returns

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1 Source: Factset, Bloomberg Barclays. Data as of 12.31.2018. Performance displayed represents past performance, which is no guarantee of future results. Performance will vary over different market cycles. Index information is provided for illustrative purposes only and is not meant to represent the performance of a fund. Referenced indices are unmanaged and not available for direct investment. Index returns do not reflect any management fees, transaction costs or expenses. Index Legend: Leveraged Loans: Credit Suisse Leveraged Loans Index; High Yield: Bloomberg Barclays U.S. Corporate High Yield Index; IG (Investment Grade) Corporates: Bloomberg Barclays U.S. Corporate Investment Grade Index; U.S. Treasuries: Bloomberg Barclays U.S. Treasury Index; Municipals: Bloomberg Barclays Municipal Bond Index; CMBS (Commercial Mortgage-Backed Securities): Bloomberg Barclays Investment Grade CMBS Index; ABS (Asset Backed Securities): ICE BofA ML AA-BBB US Fixed Rate Asset Backed Index ; MBS (Mortgage Backed Securities): Bloomberg Barclays U.S. Mortgage Backed Securities Index.

Past performance does not guarantee future results. An investment’s return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted above.

Index Definitions Index and Other Definitions Indices are unmanaged. The figures for the index reflect the reinvestment of dividends but do not reflect the deduction of fees or expenses which would reduce returns. Investors cannot invest direct in the indices. Index Legend: Leveraged Loans: Credit Suisse Leveraged Loans Index; High Yield Corporate: Bloomberg Barclays U.S. Corporate High Yield Index; IG Corporates: Bloomberg Barclays U.S. Corporate Investment Grade Index; U.S. Treasuries: Bloomberg Barclays U.S. Treasury Index; Municipals: Bloomberg Barclays Municipal Bond Index; CMBS: Bloomberg Barclays Investment Grade CMBS Index; Consumer ABS: ICE BofA ML AA-BBB US Fixed Rate Asset Backed Index; MBS: Bloomberg Barclays U.S. Mortgage Backed Securities Index. Credit Suisse Leveraged Loan Index is designed to mirror the investable universe of the U.S. dollar-denominated leveraged loan market. Bloomberg Barclays Investment Grade CMBS Index is designed to measure the performance of investment grade classes of the commercial mortgage-backed securities market. Barclays Municipal Bond Index is a rules-based, market value-weighted index engineered for the long-term tax-exempt bond market. ICE BofA ML AA-BBB US Fixed Rate Asset Backed Index is a subset of ICE BofA ML US Fixed Rate Asset Backed Securities Index, including all securities rated AA1 through BBB3, inclusive. ICE BofA ML US Fixed Rate Asset Backed Securities Index tracks the performance of US dollar denominated investment grade fixed rate asset backed securities publicly issued in the US domestic market. Bloomberg Barclays U.S. Corporate High-Yield Index measures the market of USD-denominated, noninvestment grade, fixed-rate, taxable corporate bonds. Securities are classified as high yield if the middle rating of Moody’s, Fitch, and S&P is Ba1/BB+/BB+ or below. Barclays U.S. Corporate Investment-Grade Index represents securities that are SEC-registered, taxable, and dollar denominated. The index covers the U.S. corporate investment-grade fixed income bond market. Bloomberg Barclays U.S. Mortgage Backed Securities Index covers the mortgage-backed pass-through securities of Ginnie Mae, Fannie Mae and Freddie Mac. Bloomberg Barclays U.S. Treasury Index includes public obligations of the U.S. Treasury with a remaining maturity of one year or more.

This information is subject to change at any time, based on market and other conditions, and should not be construed as a recommendation of any specific security or strategy. There can be no assurance that any investment product will achieve its investment objective(s). There are risks associated with investing, including the entire loss of principal invested. Bonds are subject to the possibility that interest rates could rise, causing their value to decline. Bonds with longer durations are subject to more volatility than those with shorter durations. Guggenheim Investments represents the following affiliated investment management businesses: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Real Estate, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited, and Guggenheim Partners India Management.

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Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Funds Distributors, LLC, GS GAMMA Advisors, LLC, Guggenheim Partners Europe Limited and Guggenheim Partners India Management. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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