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GOF vs EWW

Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and ISHARES MSCI MEXICO ETF (EWW, ETF).

5-Year PerformanceEWW has outperformed GOF, delivering a return of +12.6% compared to +0.9%

GOF vs EWW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GOF
$2.20B
EWW
$2.20B
Expense Ratio
GOF
N/A
EWW
0.50%
Max Drawdown
Winner
GOF
62.51%
EWW
67.25%
Sharpe Ratio
GOF
-0.82
Winner
EWW
1.14
5Y Beta
Winner
GOF
0.46
EWW
0.70
5Y Dividends CAGR
GOF
1.61%
Winner
EWW
34.54%

GOF vs EWW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GOF
-2.10%
EWW
-3.17%
3M
GOF
-1.81%
Winner
EWW
-0.20%
6M
GOF
-0.05%
Winner
EWW
+11.47%
1Y
GOF
-12.23%
Winner
EWW
+28.37%
5Y(CAGR)
GOF
+0.90%
Winner
EWW
+12.63%
10Y(CAGR)
Winner
GOF
+7.95%
EWW
+6.95%
Max(CAGR)
Winner
GOF
+8.96%
EWW
+8.69%

GOF vs EWW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGOFEWW
2026-6.85%+7.81%
2025-2.26%+50.79%
2024+35.95%-27.50%
2023-6.08%+37.88%
2022-7.87%+1.62%
2021+5.48%+19.36%
2020+19.41%-5.63%
2019+7.01%+9.60%
2018-5.73%-16.43%
2017+21.67%+15.39%
2016+27.00%-8.93%
2015-10.87%-12.01%
2014+7.82%-9.08%
2013+7.69%-3.45%
2012+13.80%+29.12%
2011+12.74%-12.73%
2010+29.54%+22.58%
2009+79.15%+47.44%
2008-34.32%-39.59%
2007-8.49%+10.36%
2006N/A+38.32%
2005N/A+44.74%
2004N/A+49.57%
2003N/A+30.13%
2002N/A-15.30%
2001N/A+18.13%
2000N/A-24.70%
1999N/A+29.00%

GOF vs EWW Drawdown Comparison

The maximum drawdown for GOF was -54.69%, occurring on Mar 9, 2009. Recovery took 532 trading sessions.

The maximum drawdown for EWW was -64.95%, occurring on Mar 9, 2009. Recovery took 867 trading sessions.

The current GOF drawdown is -17.74%. The current EWW drawdown is -7.55%.

RankGOFEWW
#1-54.69%
Jul 31, 2007 - Sep 9, 2009
-64.95%
Jul 6, 2007 - Dec 13, 2010
#2-38.45%
Aug 8, 2019 - Aug 12, 2020
-62.21%
Apr 11, 2013 - May 9, 2023
#3-32.32%
Aug 6, 2021 - Jun 28, 2024
-40.81%
Mar 9, 2000 - Jan 20, 2004
#4-23.55%
May 14, 2015 - Jul 29, 2016
-31.16%
Apr 8, 2024 - Sep 15, 2025
#5-23.24%
Oct 1, 2025 - Mar 27, 2026
-28.07%
May 9, 2006 - Oct 5, 2006
#6-21.18%
May 31, 2011 - Jan 25, 2012
-26.01%
Apr 29, 2011 - Apr 2, 2012
#7-19.35%
Sep 13, 2018 - Jun 13, 2019
-18.59%
Jul 28, 2023 - Dec 13, 2023
#8-14.82%
Apr 26, 2010 - Aug 4, 2010
-18.14%
Apr 12, 2004 - Oct 27, 2004
#9-13.58%
Mar 24, 2025 - Aug 27, 2025
-16.05%
Mar 7, 2005 - Jun 17, 2005
#10-12.07%
Apr 16, 2021 - Jun 10, 2021
-15.67%
Apr 2, 2012 - Jul 17, 2012
#11-11.87%
Oct 5, 2012 - Jan 10, 2013
-13.98%
Feb 20, 2026 - Mar 20, 2026
#12-11.79%
May 10, 2013 - May 22, 2014
-13.43%
Feb 14, 2007 - Apr 2, 2007
#13-11.54%
Nov 8, 2010 - Feb 7, 2011
-12.78%
Jan 14, 2000 - Feb 8, 2000
#14-10.00%
Jan 11, 2018 - May 14, 2018
-9.93%
Oct 3, 2005 - Nov 10, 2005
#15-8.55%
Nov 1, 2016 - Dec 6, 2016
-8.88%
Jan 3, 2000 - Jan 10, 2000

Correlation

Correlation between GOF and EWW is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2000 - 2026)

GOF vs EWW dividend yield comparison.

YearGOFEWW
20268.27%0.00%
202516.97%3.48%
202414.32%4.39%
202317.07%2.19%
202214.36%3.64%
202111.93%2.06%
202011.26%1.43%
201912.08%2.92%
201811.96%2.30%
201710.13%2.22%
201611.13%1.77%
201512.98%2.34%
201410.46%1.23%
20139.98%1.96%
20128.67%1.05%
20118.98%1.45%
20109.42%0.87%
200911.00%1.44%
200817.84%3.02%
20073.21%1.87%
20060.00%0.89%
20050.00%1.33%
20040.00%1.10%
20030.00%1.21%
20020.00%4.20%
20010.00%1.19%
20000.00%3.73%

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