CIVB vs GUG

Comparison between Civista Bancshares Inc (CIVB, Company) and Guggenheim Active Allocation Fund (GUG, Company).

Both CIVB and GUG are from the Financial Services sector.

5-Year PerformanceCIVB has outperformed GUG, delivering a return of +5.5% compared to +3.8%

CIVB vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CIVB(COMPANY)	GUG(COMPANY)
Market Cap	$531M	$532M
Max Drawdown	90.89%	37.03%
Sharpe Ratio	0.77	0.80
5Y Beta	0.67	0.35
Industry	Banks - Regional	Asset Management
P/E Ratio	9.23	11.52
Forward P/E	10.30	N/A
PEG Ratio	0.29	N/A
Dividend Yield	2.65%	N/A
5Y Dividends CAGR	8.76%	N/A
5Y EPS CAGR	18.98%	N/A
Debt to Equity	0.00%	31.43%
Free Cash Flow Yield	9.51%	5.89%
P/S Ratio	2.98	12.57
P/B Ratio	0.97	0.97

Market Cap

CIVB

$531M

Winner

GUG

$532M

Max Drawdown

CIVB

90.89%

Winner

GUG

37.03%

Sharpe Ratio

CIVB

0.77

Winner

GUG

0.80

5Y Beta

CIVB

0.67

Winner

GUG

0.35

Industry

CIVB

Banks - Regional

GUG

Asset Management

P/E Ratio

Winner

CIVB

9.23

GUG

11.52

Forward P/E

CIVB

10.30

GUG

N/A

PEG Ratio

CIVB

0.29

GUG

N/A

Dividend Yield

CIVB

2.65%

GUG

N/A

5Y Dividends CAGR

CIVB

8.76%

GUG

N/A

5Y EPS CAGR

CIVB

18.98%

GUG

N/A

Debt to Equity

Winner

CIVB

0.00%

GUG

31.43%

Free Cash Flow Yield

Winner

CIVB

9.51%

GUG

5.89%

P/S Ratio

Winner

CIVB

2.98

GUG

12.57

P/B Ratio

Winner

CIVB

0.97

GUG

0.97

CIVB vs GUG - Historical Returns

Returns include dividend reinvestment.

Period	CIVB	GUG
1 month	+6.02%	-0.39%
3 months	+16.42%	+0.63%
6 months	+15.81%	+4.76%
1 year	+25.23%	+12.91%
5 years(CAGR)	+5.54%	+3.76%
10 years(CAGR)	+11.06%	N/A
Max(CAGR)	+4.24%	+3.76%

Winner

CIVB

+6.02%

GUG

-0.39%

Winner

CIVB

+16.42%

GUG

+0.63%

Winner

CIVB

+15.81%

GUG

+4.76%

Winner

CIVB

+25.23%

GUG

+12.91%

5Y(CAGR)

Winner

CIVB

+5.54%

GUG

+3.76%

10Y(CAGR)

CIVB

+11.06%

GUG

N/A

Max(CAGR)

Winner

CIVB

+4.24%

GUG

+3.76%

CIVB vs GUG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	CIVB	GUG
2026	+22.48%	+6.06%
2025	+12.54%	+12.35%
2024	+19.02%	+11.59%
2023	-11.16%	+19.29%
2022	-8.50%	-26.97%
2021	+41.05%	-0.20%
2020	-25.07%	N/A
2019	+43.00%	N/A
2018	-19.48%	N/A
2017	+15.14%	N/A
2016	+66.47%	N/A
2015	+28.12%	N/A
2014	+59.93%	N/A
2013	+23.96%	N/A
2012	+32.89%	N/A
2011	+1.56%	N/A
2010	-14.41%	N/A
2009	-23.15%	N/A
2008	-53.83%	N/A
2007	-24.22%	N/A
2006	+6.60%	N/A
2005	-14.43%	N/A
2004	-16.04%	N/A
2003	+22.69%	N/A
2002	+13.73%	N/A
2001	+14.08%	N/A

CIVB vs GUG Drawdown Comparison

The maximum drawdown for CIVB was -87.15%, occurring on Oct 7, 2011. Recovery took 3458 trading sessions.

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

The current GUG drawdown is -3.99%.

Rank	CIVB	GUG
#1	-87.15% Apr 28, 2003 - Feb 3, 2017	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-53.27% Jun 6, 2018 - Jun 7, 2021	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-42.06% Nov 23, 2021 - May 2, 2025	-7.80% Feb 13, 2026 - May 21, 2026
#4	-24.00% Oct 12, 2001 - Aug 22, 2002	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	-22.85% Jul 3, 2025 - Feb 4, 2026	-3.99% May 28, 2026 - Jun 5, 2026
#6	-21.11% Jan 31, 2001 - Jul 9, 2001	-3.53% Sep 11, 2025 - Oct 7, 2025
#7	-16.43% Feb 14, 2017 - Oct 10, 2017	-2.62% Jun 25, 2025 - Aug 12, 2025
#8	-11.49% Feb 5, 2026 - Apr 24, 2026	-1.71% Jan 14, 2026 - Feb 5, 2026
#9	-11.33% Nov 29, 2017 - Mar 6, 2018	-1.05% Sep 4, 2025 - Sep 9, 2025
#10	-11.27% Oct 10, 2017 - Nov 29, 2017	-0.90% Aug 14, 2025 - Aug 22, 2025
#11	-9.89% Jun 7, 2021 - Aug 11, 2021	-0.90% Aug 30, 2024 - Sep 5, 2024
#12	-8.45% Aug 27, 2001 - Oct 9, 2001	-0.86% Feb 9, 2026 - Feb 13, 2026
#13	-8.42% May 15, 2025 - Jul 2, 2025	-0.74% Sep 9, 2025 - Sep 11, 2025
#14	-7.97% Mar 7, 2018 - May 22, 2018	-0.64% Aug 25, 2025 - Aug 28, 2025
#15	-7.21% Aug 11, 2021 - Oct 5, 2021	-0.20% Dec 8, 2021 - Dec 17, 2021

Correlation

Correlation between CIVB and GUG is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63

-101

Dividend Comparison (2001 - 2026)

CIVB vs GUG dividend yield comparison.

Year	CIVB	GUG
2026	1.36%	3.79%
2025	3.06%	9.29%
2024	3.04%	9.58%
2023	3.31%	9.72%
2022	2.54%	9.71%
2021	2.13%	0.00%
2020	2.51%	0.00%
2019	1.75%	0.00%
2018	1.84%	0.00%
2017	1.14%	0.00%
2016	1.13%	0.00%
2015	1.56%	0.00%
2014	1.85%	0.00%
2013	2.30%	0.00%
2012	2.29%	0.00%
2011	0.74%	0.00%
2009	5.38%	0.00%
2008	15.19%	0.00%
2007	7.97%	0.00%
2006	5.69%	0.00%
2005	5.74%	0.00%
2004	4.63%	0.00%
2003	3.67%	0.00%
2002	5.48%	0.00%
2001	4.66%	0.00%