GUG vs CWBC
Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Community West Bancshares. (CWBC, Company).
Both GUG and CWBC are from the Financial Services sector.
5-Year PerformanceCWBC has outperformed GUG, delivering a return of +6.8% compared to +3.7%
GUG vs CWBC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GUG vs CWBC - Historical Returns
Returns include dividend reinvestment.
GUG vs CWBC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | GUG | CWBC |
|---|---|---|
| 2026 | +6.40% | +21.90% |
| 2025 | +12.35% | +21.09% |
| 2024 | +11.59% | -11.01% |
| 2023 | +19.29% | +9.12% |
| 2022 | -26.97% | +3.20% |
| 2021 | -0.20% | +42.00% |
| 2020 | N/A | -28.74% |
| 2019 | N/A | +16.43% |
| 2018 | N/A | -4.59% |
| 2017 | N/A | +2.77% |
| 2016 | N/A | +66.95% |
| 2015 | N/A | +7.62% |
| 2014 | N/A | +3.92% |
| 2013 | N/A | +44.92% |
| 2012 | N/A | +48.64% |
| 2011 | N/A | -3.21% |
| 2010 | N/A | +1.42% |
| 2009 | N/A | -3.48% |
| 2008 | N/A | -43.42% |
| 2007 | N/A | -22.93% |
| 2006 | N/A | -1.60% |
| 2005 | N/A | +30.66% |
| 2004 | N/A | +3.24% |
| 2003 | N/A | +55.19% |
| 2002 | N/A | +47.64% |
| 2001 | N/A | +45.36% |
| 2000 | N/A | -13.85% |
| 1999 | N/A | -1.52% |
GUG vs CWBC Drawdown Comparison
The maximum drawdown for GUG was -32.74%, occurring on Sep 29, 2022. Recovery took 675 trading sessions.
The maximum drawdown for CWBC was -78.32%, occurring on Jan 28, 2009. Recovery took 2623 trading sessions.
The current GUG drawdown is -5.44%. The current CWBC drawdown is -5.00%.
| Rank | GUG | CWBC |
|---|---|---|
| #1 | -32.74% Dec 21, 2021 - Aug 29, 2024 | -78.32% Feb 17, 2006 - Jul 21, 2016 |
| #2 | -12.09% Sep 16, 2024 - Jun 24, 2025 | -53.39% Jan 21, 2003 - Jul 21, 2004 |
| #3 | -7.80% Feb 13, 2026 - May 21, 2026 | -52.27% Apr 26, 2017 - Jul 22, 2021 |
| #4 | -6.10% Oct 7, 2025 - Jan 13, 2026 | -50.43% Feb 17, 2023 - Dec 15, 2025 |
| #5 | -5.44% Jul 17, 2026 - Jul 23, 2026 | -38.21% Mar 22, 2022 - Jan 27, 2023 |
| #6 | -4.08% May 28, 2026 - Jul 14, 2026 | -27.27% Nov 1, 1999 - Mar 5, 2001 |
| #7 | -3.53% Sep 11, 2025 - Oct 7, 2025 | -26.64% Jul 21, 2004 - Nov 1, 2005 |
| #8 | -2.62% Jun 25, 2025 - Aug 12, 2025 | -16.82% Feb 21, 2017 - Apr 25, 2017 |
| #9 | -1.71% Jan 14, 2026 - Feb 5, 2026 | -14.86% Aug 11, 2021 - Mar 22, 2022 |
| #10 | -1.05% Sep 4, 2025 - Sep 9, 2025 | -14.40% Sep 26, 2016 - Nov 15, 2016 |
| #11 | -0.90% Aug 14, 2025 - Aug 22, 2025 | -12.59% Feb 6, 2026 - Jun 9, 2026 |
| #12 | -0.90% Aug 30, 2024 - Sep 5, 2024 | -12.41% Sep 20, 2001 - Mar 27, 2002 |
| #13 | -0.86% Feb 9, 2026 - Feb 13, 2026 | -9.31% Oct 28, 2002 - Dec 31, 2002 |
| #14 | -0.74% Sep 9, 2025 - Sep 11, 2025 | -8.88% Dec 15, 2025 - Feb 2, 2026 |
| #15 | -0.64% Aug 25, 2025 - Aug 28, 2025 | -8.70% Mar 28, 2002 - May 20, 2002 |
Correlation
Correlation between GUG and CWBC is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2002 - 2026)
GUG vs CWBC dividend yield comparison.
| Year | GUG | CWBC |
|---|---|---|
| 2026 | 5.37% | 0.90% |
| 2025 | 9.29% | 2.13% |
| 2024 | 9.58% | 2.48% |
| 2023 | 9.72% | 2.15% |
| 2022 | 9.71% | 2.27% |
| 2021 | 0.00% | 2.26% |
| 2020 | 0.00% | 2.96% |
| 2019 | 0.00% | 1.98% |
| 2018 | 0.00% | 1.64% |
| 2017 | 0.00% | 1.19% |
| 2016 | 0.00% | 1.20% |
| 2015 | 0.00% | 1.50% |
| 2014 | 0.00% | 1.81% |
| 2013 | 0.00% | 1.78% |
| 2012 | 0.00% | 0.64% |
| 2008 | 0.00% | 1.62% |
| 2007 | 0.00% | 4.55% |
| 2004 | 0.00% | 0.43% |
| 2003 | 0.00% | 0.44% |
| 2002 | 0.00% | 0.33% |
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