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GOF vs TCHP

Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).

5-Year PerformanceTCHP has outperformed GOF, delivering a return of +7.6% compared to -0.1%

GOF vs TCHP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GOF
$2.10B
Winner
TCHP
$2.20B
Expense Ratio
GOF
N/A
TCHP
0.57%
Max Drawdown
GOF
62.51%
Winner
TCHP
42.35%
Sharpe Ratio
GOF
-1.10
Winner
TCHP
0.09
5Y Beta
Winner
GOF
0.47
TCHP
1.22
P/E Ratio
GOF
N/A
TCHP
32.75
Forward P/E
GOF
N/A
TCHP
25.89
PEG Ratio
GOF
N/A
TCHP
0.49
5Y Dividends CAGR
GOF
1.61%
TCHP
N/A
5Y EPS CAGR
GOF
N/A
TCHP
37.70%
P/S Ratio
GOF
N/A
TCHP
6.53
P/B Ratio
GOF
N/A
TCHP
10.13

GOF vs TCHP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GOF
+1.59%
TCHP
-1.76%
3M
Winner
GOF
-1.76%
TCHP
-4.47%
6M
GOF
-9.75%
Winner
TCHP
-2.52%
1Y
GOF
-16.71%
Winner
TCHP
+3.58%
5Y(CAGR)
GOF
-0.14%
Winner
TCHP
+7.57%
10Y(CAGR)
GOF
+7.33%
TCHP
N/A
Max(CAGR)
GOF
+8.81%
Winner
TCHP
+11.41%

GOF vs TCHP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearGOFTCHP
2026-8.25%-3.13%
2025-2.26%+18.69%
2024+35.95%+38.25%
2023-6.08%+51.12%
2022-7.87%-38.19%
2021+5.48%+20.12%
2020+19.41%+11.37%
2019+7.01%N/A
2018-5.73%N/A
2017+21.67%N/A
2016+27.00%N/A
2015-10.87%N/A
2014+7.82%N/A
2013+7.69%N/A
2012+13.80%N/A
2011+12.74%N/A
2010+29.54%N/A
2009+79.15%N/A
2008-34.32%N/A
2007-8.49%N/A

GOF vs TCHP Drawdown Comparison

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

The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.

The current GOF drawdown is -18.98%. The current TCHP drawdown is -9.41%.

RankGOFTCHP
#1-54.69%
Jul 31, 2007 - Sep 9, 2009
-42.34%
Nov 19, 2021 - Mar 1, 2024
#2-38.45%
Aug 8, 2019 - Aug 12, 2020
-22.92%
Jan 23, 2025 - Jun 25, 2025
#3-32.32%
Aug 6, 2021 - Jun 28, 2024
-17.50%
Oct 29, 2025 - May 8, 2026
#4-23.55%
May 14, 2015 - Jul 29, 2016
-13.08%
Jul 10, 2024 - Oct 14, 2024
#5-23.24%
Oct 1, 2025 - Mar 27, 2026
-11.98%
Sep 2, 2020 - Dec 17, 2020
#6-21.18%
May 31, 2011 - Jan 25, 2012
-9.41%
Jun 1, 2026 - Jul 24, 2026
#7-19.35%
Sep 13, 2018 - Jun 13, 2019
-8.83%
Feb 12, 2021 - Apr 9, 2021
#8-14.82%
Apr 26, 2010 - Aug 4, 2010
-8.04%
Sep 7, 2021 - Nov 4, 2021
#9-13.58%
Mar 24, 2025 - Aug 27, 2025
-7.48%
Apr 29, 2021 - Jun 14, 2021
#10-12.07%
Apr 16, 2021 - Jun 10, 2021
-6.54%
Mar 22, 2024 - May 14, 2024
#11-11.87%
Oct 5, 2012 - Jan 10, 2013
-5.48%
Dec 11, 2024 - Jan 22, 2025
#12-11.79%
May 10, 2013 - May 22, 2014
-4.34%
Jan 21, 2021 - Feb 3, 2021
#13-11.54%
Nov 8, 2010 - Feb 7, 2011
-3.53%
Oct 9, 2025 - Oct 24, 2025
#14-10.00%
Jan 11, 2018 - May 14, 2018
-3.30%
Aug 6, 2020 - Aug 18, 2020
#15-8.55%
Nov 1, 2016 - Dec 6, 2016
-3.24%
Jul 23, 2021 - Aug 27, 2021

Correlation

Correlation between GOF and TCHP is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (2007 - 2026)

GOF vs TCHP dividend yield comparison.

YearGOFTCHP
202612.15%0.00%
202516.97%0.00%
202414.32%0.00%
202317.07%0.00%
202214.36%0.00%
202111.93%0.02%
202011.26%0.00%
201912.08%0.00%
201811.96%0.00%
201710.13%0.00%
201611.13%0.00%
201512.98%0.00%
201410.46%0.00%
20139.98%0.00%
20128.67%0.00%
20118.98%0.00%
20109.42%0.00%
200911.00%0.00%
200817.84%0.00%
20073.21%0.00%

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