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GOF vs VTEC

Comparison between Guggenheim Strategic Opportunities Fund (GOF, ETF) and VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF ETF SHARES (VTEC, ETF).

GOF vs VTEC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GOF
$2.20B
VTEC
$2.20B
Expense Ratio
GOF
N/A
VTEC
0.06%
Max Drawdown
GOF
62.51%
Winner
VTEC
5.70%
Sharpe Ratio
GOF
-0.47
Winner
VTEC
0.86
5Y Beta
GOF
0.47
Winner
VTEC
0.04
5Y Dividends CAGR
GOF
1.61%
VTEC
N/A

GOF vs VTEC - Historical Returns

Returns include dividend reinvestment.

1M
Winner
GOF
+4.32%
VTEC
+0.29%
3M
GOF
-3.41%
Winner
VTEC
-0.55%
6M
GOF
-3.85%
Winner
VTEC
+1.13%
1Y
GOF
-5.92%
Winner
VTEC
+6.28%
5Y(CAGR)
GOF
+2.06%
VTEC
N/A
10Y(CAGR)
GOF
+8.44%
VTEC
N/A
Max(CAGR)
Winner
GOF
+9.17%
VTEC
+2.60%

GOF vs VTEC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearGOFVTEC
2026-4.10%+0.48%
2025-2.26%+3.86%
2024+35.95%+1.42%
2023-6.08%N/A
2022-7.87%N/A
2021+5.48%N/A
2020+19.41%N/A
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 VTEC Drawdown Comparison

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

The maximum drawdown for VTEC was -4.50%, occurring on Apr 8, 2025. Recovery took 190 trading sessions.

The current GOF drawdown is -15.32%. The current VTEC drawdown is -1.28%.

RankGOFVTEC
#1-54.69%
Jul 31, 2007 - Sep 9, 2009
-4.50%
Dec 2, 2024 - Sep 8, 2025
#2-38.45%
Aug 8, 2019 - Aug 12, 2020
-2.85%
Feb 27, 2026 - Mar 27, 2026
#3-32.32%
Aug 6, 2021 - Jun 28, 2024
-2.43%
Feb 1, 2024 - Aug 1, 2024
#4-23.55%
May 14, 2015 - Jul 29, 2016
-2.13%
Oct 1, 2024 - Dec 2, 2024
#5-23.24%
Oct 1, 2025 - Mar 27, 2026
-0.79%
Aug 6, 2024 - Sep 5, 2024
#6-21.18%
May 31, 2011 - Jan 25, 2012
-0.47%
Sep 17, 2025 - Oct 10, 2025
#7-19.35%
Sep 13, 2018 - Jun 13, 2019
-0.44%
Nov 26, 2025 - Dec 24, 2025
#8-14.82%
Apr 26, 2010 - Aug 4, 2010
-0.42%
Nov 11, 2025 - Nov 26, 2025
#9-13.58%
Mar 24, 2025 - Aug 27, 2025
-0.34%
Oct 29, 2025 - Nov 11, 2025
#10-12.07%
Apr 16, 2021 - Jun 10, 2021
-0.31%
Jan 14, 2026 - Jan 30, 2026
#11-11.87%
Oct 5, 2012 - Jan 10, 2013
-0.16%
Sep 27, 2024 - Oct 1, 2024
#12-11.79%
May 10, 2013 - May 22, 2014
-0.12%
Sep 10, 2024 - Sep 13, 2024
#13-11.54%
Nov 8, 2010 - Feb 7, 2011
-0.11%
Sep 17, 2024 - Sep 26, 2024
#14-10.00%
Jan 11, 2018 - May 14, 2018
-0.10%
Sep 8, 2025 - Sep 10, 2025
#15-8.55%
Nov 1, 2016 - Dec 6, 2016
-0.09%
Sep 11, 2025 - Sep 15, 2025

Correlation

Correlation between GOF and VTEC is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10
-101

Dividend Comparison (2007 - 2026)

GOF vs VTEC dividend yield comparison.

YearGOFVTEC
20266.32%1.03%
202516.97%3.13%
202414.32%2.54%
202317.07%0.00%
202214.36%0.00%
202111.93%0.00%
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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