BFS-P-D vs GUG

Comparison between Saul Centers Inc (BFS-P-D, Company) and Guggenheim Active Allocation Fund (GUG, Company).

5-Year PerformanceGUG has outperformed BFS-P-D, delivering a return of +3.9% compared to +2.2%

BFS-P-D vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BFS-P-D(COMPANY)	GUG(COMPANY)
Market Cap	$516M	$517M
Max Drawdown	50.93%	37.03%
Sharpe Ratio	0.15	0.85
5Y Beta	0.19	0.35
Industry	Other	Asset Management
P/E Ratio	13.96	11.20
5Y Dividends CAGR	4.56%	N/A
5Y EPS CAGR	-1.19%	N/A
Debt to Equity	529.23%	31.43%
Free Cash Flow Yield	19.14%	6.06%

Market Cap

BFS-P-D

$516M

Winner

GUG

$517M

Max Drawdown

BFS-P-D

50.93%

Winner

GUG

37.03%

Sharpe Ratio

BFS-P-D

0.15

Winner

GUG

0.85

5Y Beta

Winner

BFS-P-D

0.19

GUG

0.35

Industry

BFS-P-D

Other

GUG

Asset Management

P/E Ratio

BFS-P-D

13.96

Winner

GUG

11.20

5Y Dividends CAGR

BFS-P-D

4.56%

GUG

N/A

5Y EPS CAGR

BFS-P-D

-1.19%

GUG

N/A

Debt to Equity

BFS-P-D

529.23%

Winner

GUG

31.43%

Free Cash Flow Yield

Winner

BFS-P-D

19.14%

GUG

6.06%

BFS-P-D vs GUG - Historical Returns

Returns include dividend reinvestment.

Period	BFS-P-D	GUG
1 month	+0.00%	+2.18%
3 months	+2.97%	+5.78%
6 months	+3.61%	+5.75%
1 year	+5.21%	+12.57%
5 years(CAGR)	+2.23%	+3.93%
10 years(CAGR)	+4.61%	N/A
Max(CAGR)	+4.61%	+3.93%

BFS-P-D

+0.00%

Winner

GUG

+2.18%

BFS-P-D

+2.97%

Winner

GUG

+5.78%

BFS-P-D

+3.61%

Winner

GUG

+5.75%

BFS-P-D

+5.21%

Winner

GUG

+12.57%

5Y(CAGR)

BFS-P-D

+2.23%

Winner

GUG

+3.93%

10Y(CAGR)

BFS-P-D

+4.61%

GUG

N/A

Max(CAGR)

Winner

BFS-P-D

+4.61%

GUG

+3.93%

BFS-P-D vs GUG - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BFS-P-D	GUG
2026	+3.05%	+6.99%
2025	+4.57%	+12.35%
2024	-2.60%	+11.59%
2023	+20.66%	+19.29%
2022	-14.34%	-26.97%
2021	+13.75%	-0.20%
2020	-0.80%	N/A
2019	+29.63%	N/A
2018	-10.09%	N/A

BFS-P-D vs GUG Drawdown Comparison

The maximum drawdown for BFS-P-D was -49.02%, occurring on Apr 3, 2020. Recovery took 324 trading sessions.

The maximum drawdown for GUG was -32.74%, occurring on Sep 29, 2022. Recovery took 675 trading sessions.

The current BFS-P-D drawdown is -4.05%. The current GUG drawdown is -3.15%.

Rank	BFS-P-D	GUG
#1	-49.02% Oct 25, 2019 - Feb 9, 2021	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-23.92% Oct 14, 2021 - Dec 29, 2023	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-14.88% Oct 3, 2024 - Aug 18, 2025	-7.80% Feb 13, 2026 - May 21, 2026
#4	-13.95% Mar 7, 2018 - Feb 5, 2019	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	-13.41% Jan 9, 2024 - Sep 17, 2024	-4.08% May 28, 2026 - Jun 5, 2026
#6	-9.30% Aug 22, 2025 - Nov 18, 2025	-3.53% Sep 11, 2025 - Oct 7, 2025
#7	-5.49% Feb 12, 2021 - Mar 24, 2021	-2.62% Jun 25, 2025 - Aug 12, 2025
#8	-4.73% Aug 31, 2021 - Oct 13, 2021	-1.71% Jan 14, 2026 - Feb 5, 2026
#9	-3.24% Aug 6, 2021 - Aug 27, 2021	-1.05% Sep 4, 2025 - Sep 9, 2025
#10	-3.19% Feb 7, 2018 - Mar 5, 2018	-0.90% Aug 14, 2025 - Aug 22, 2025
#11	-2.88% Aug 22, 2019 - Sep 20, 2019	-0.90% Aug 30, 2024 - Sep 5, 2024
#12	-2.83% Apr 12, 2019 - Jun 4, 2019	-0.86% Feb 9, 2026 - Feb 13, 2026
#13	-2.40% Jul 2, 2021 - Jul 30, 2021	-0.74% Sep 9, 2025 - Sep 11, 2025
#14	-2.00% Mar 5, 2019 - Mar 11, 2019	-0.64% Aug 25, 2025 - Aug 28, 2025
#15	-1.87% Feb 5, 2019 - Feb 15, 2019	-0.20% Dec 8, 2021 - Dec 17, 2021