CWBC vs GUG

Comparison between Community West Bancshares. (CWBC, Company) and Guggenheim Active Allocation Fund (GUG, Company).

Both CWBC and GUG are from the Financial Services sector.

5-Year PerformanceCWBC has outperformed GUG, delivering a return of +6.8% compared to +3.7%

CWBC vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CWBC(COMPANY)	GUG(COMPANY)
Market Cap	$517M	$517M
Max Drawdown	79.24%	37.03%
Sharpe Ratio	1.11	0.72
5Y Beta	0.72	0.34
Industry	Banks - Regional	Asset Management
P/E Ratio	13.45	11.20
Forward P/E	9.42	N/A
PEG Ratio	0.03	N/A
Dividend Yield	1.77%	N/A
5Y Dividends CAGR	1.30%	N/A
5Y EPS CAGR	20.57%	N/A
Debt to Equity	0.00%	31.43%
Free Cash Flow Yield	7.94%	6.06%
P/S Ratio	4.97	N/A
P/B Ratio	1.75	N/A

Market Cap

Winner

CWBC

$517M

GUG

$517M

Max Drawdown

CWBC

79.24%

Winner

GUG

37.03%

Sharpe Ratio

Winner

CWBC

1.11

GUG

0.72

5Y Beta

CWBC

0.72

Winner

GUG

0.34

Industry

CWBC

Banks - Regional

GUG

Asset Management

P/E Ratio

CWBC

13.45

Winner

GUG

11.20

Forward P/E

CWBC

9.42

GUG

N/A

PEG Ratio

CWBC

0.03

GUG

N/A

Dividend Yield

CWBC

1.77%

GUG

N/A

5Y Dividends CAGR

CWBC

1.30%

GUG

N/A

5Y EPS CAGR

CWBC

20.57%

GUG

N/A

Debt to Equity

Winner

CWBC

0.00%

GUG

31.43%

Free Cash Flow Yield

Winner

CWBC

7.94%

GUG

6.06%

P/S Ratio

CWBC

4.97

GUG

N/A

P/B Ratio

CWBC

1.75

GUG

N/A

CWBC vs GUG - Historical Returns

Returns include dividend reinvestment.

Period	CWBC	GUG
1 month	+3.42%	-0.49%
3 months	+11.70%	+1.53%
6 months	+12.70%	+3.71%
1 year	+29.06%	+10.29%
5 years(CAGR)	+6.82%	+3.73%
10 years(CAGR)	+8.30%	N/A
Max(CAGR)	+8.65%	+3.73%

Winner

CWBC

+3.42%

GUG

-0.49%

Winner

CWBC

+11.70%

GUG

+1.53%

Winner

CWBC

+12.70%

GUG

+3.71%

Winner

CWBC

+29.06%

GUG

+10.29%

5Y(CAGR)

Winner

CWBC

+6.82%

GUG

+3.73%

10Y(CAGR)

CWBC

+8.30%

GUG

N/A

Max(CAGR)

Winner

CWBC

+8.65%

GUG

+3.73%

CWBC vs GUG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CWBC	GUG
2026	+21.90%	+6.40%
2025	+21.09%	+12.35%
2024	-11.01%	+11.59%
2023	+9.12%	+19.29%
2022	+3.20%	-26.97%
2021	+42.00%	-0.20%
2020	-28.74%	N/A
2019	+16.43%	N/A
2018	-4.59%	N/A
2017	+2.77%	N/A
2016	+66.95%	N/A
2015	+7.62%	N/A
2014	+3.92%	N/A
2013	+44.92%	N/A
2012	+48.64%	N/A
2011	-3.21%	N/A
2010	+1.42%	N/A
2009	-3.48%	N/A
2008	-43.42%	N/A
2007	-22.93%	N/A
2006	-1.60%	N/A
2005	+30.66%	N/A
2004	+3.24%	N/A
2003	+55.19%	N/A
2002	+47.64%	N/A
2001	+45.36%	N/A
2000	-13.85%	N/A
1999	-1.52%	N/A

CWBC vs GUG Drawdown Comparison

The maximum drawdown for CWBC was -78.32%, occurring on Jan 28, 2009. Recovery took 2623 trading sessions.

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

The current CWBC drawdown is -5.00%. The current GUG drawdown is -5.44%.

Rank	CWBC	GUG
#1	-78.32% Feb 17, 2006 - Jul 21, 2016	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-53.39% Jan 21, 2003 - Jul 21, 2004	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-52.27% Apr 26, 2017 - Jul 22, 2021	-7.80% Feb 13, 2026 - May 21, 2026
#4	-50.43% Feb 17, 2023 - Dec 15, 2025	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	-38.21% Mar 22, 2022 - Jan 27, 2023	-5.44% Jul 17, 2026 - Jul 23, 2026
#6	-27.27% Nov 1, 1999 - Mar 5, 2001	-4.08% May 28, 2026 - Jul 14, 2026
#7	-26.64% Jul 21, 2004 - Nov 1, 2005	-3.53% Sep 11, 2025 - Oct 7, 2025
#8	-16.82% Feb 21, 2017 - Apr 25, 2017	-2.62% Jun 25, 2025 - Aug 12, 2025
#9	-14.86% Aug 11, 2021 - Mar 22, 2022	-1.71% Jan 14, 2026 - Feb 5, 2026
#10	-14.40% Sep 26, 2016 - Nov 15, 2016	-1.05% Sep 4, 2025 - Sep 9, 2025
#11	-12.59% Feb 6, 2026 - Jun 9, 2026	-0.90% Aug 14, 2025 - Aug 22, 2025
#12	-12.41% Sep 20, 2001 - Mar 27, 2002	-0.90% Aug 30, 2024 - Sep 5, 2024
#13	-9.31% Oct 28, 2002 - Dec 31, 2002	-0.86% Feb 9, 2026 - Feb 13, 2026
#14	-8.88% Dec 15, 2025 - Feb 2, 2026	-0.74% Sep 9, 2025 - Sep 11, 2025
#15	-8.70% Mar 28, 2002 - May 20, 2002	-0.64% Aug 25, 2025 - Aug 28, 2025

Correlation

Correlation between CWBC and GUG is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70

-101

Dividend Comparison (2002 - 2026)

CWBC vs GUG dividend yield comparison.

Year	CWBC	GUG
2026	0.90%	5.37%
2025	2.13%	9.29%
2024	2.48%	9.58%
2023	2.15%	9.72%
2022	2.27%	9.71%
2021	2.26%	0.00%
2020	2.96%	0.00%
2019	1.98%	0.00%
2018	1.64%	0.00%
2017	1.19%	0.00%
2016	1.20%	0.00%
2015	1.50%	0.00%
2014	1.81%	0.00%
2013	1.78%	0.00%
2012	0.64%	0.00%
2008	1.62%	0.00%
2007	4.55%	0.00%
2004	0.43%	0.00%
2003	0.44%	0.00%
2002	0.33%	0.00%