Summary

• Guggenheim Core Bond Fund (Institutional Class) returned -0.07% in the first quarter of 2026, compared with a -0.05% return for the Bloomberg U.S. Aggregate Bond Index.
• Income generation, supported by the Fund's yield advantage over the benchmark, was the primary driver of both absolute and relative performance during the quarter.
• Rising interest rates over the quarter weighed on absolute returns through the Fund's duration exposure.

Performance Review

• The Fund (Institutional Class) returned -0.07 percent in the first quarter of 2026, compared with a -0.05 percent return for the Bloomberg U.S. Aggregate Bond Index.
• Income generation, supported by the Fund's yield

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