GUG vs FBIZ

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and First Business Financial Services Inc (FBIZ, Company).

Both GUG and FBIZ are from the Financial Services sector.

5-Year PerformanceFBIZ has outperformed GUG, delivering a return of +22.5% compared to +4.5%

GUG vs FBIZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	FBIZ(COMPANY)
Market Cap	$536M	$534M
Max Drawdown	37.03%	74.09%
Sharpe Ratio	0.94	0.90
5Y Beta	0.35	0.79
Industry	Asset Management	Banks - Regional
P/E Ratio	11.61	10.39
Forward P/E	N/A	8.96
PEG Ratio	N/A	1.06
Dividend Yield	N/A	1.84%
5Y Dividends CAGR	N/A	24.90%
5Y EPS CAGR	N/A	17.73%
Debt to Equity	31.43%	0.00%
Free Cash Flow Yield	5.85%	9.88%
P/S Ratio	12.52	3.25
P/B Ratio	0.96	1.45

Market Cap

Winner

GUG

$536M

FBIZ

$534M

Max Drawdown

Winner

GUG

37.03%

FBIZ

74.09%

Sharpe Ratio

Winner

GUG

0.94

FBIZ

0.90

5Y Beta

Winner

GUG

0.35

FBIZ

0.79

Industry

GUG

Asset Management

FBIZ

Banks - Regional

P/E Ratio

GUG

11.61

Winner

FBIZ

10.39

Forward P/E

GUG

N/A

FBIZ

8.96

PEG Ratio

GUG

N/A

FBIZ

1.06

Dividend Yield

GUG

N/A

FBIZ

1.84%

5Y Dividends CAGR

GUG

N/A

FBIZ

24.90%

5Y EPS CAGR

GUG

N/A

FBIZ

17.73%

Debt to Equity

GUG

31.43%

Winner

FBIZ

0.00%

Free Cash Flow Yield

GUG

5.85%

Winner

FBIZ

9.88%

P/S Ratio

GUG

12.52

Winner

FBIZ

3.25

P/B Ratio

Winner

GUG

0.96

FBIZ

1.45

GUG vs FBIZ - Historical Returns

Returns include dividend reinvestment.

Period	GUG	FBIZ
1 month	+2.98%	+9.50%
3 months	+5.27%	+16.12%
6 months	+7.39%	+13.84%
1 year	+14.95%	+25.87%
5 years(CAGR)	+4.53%	+22.52%
10 years(CAGR)	N/A	+13.47%
Max(CAGR)	+4.53%	+10.55%

GUG

+2.98%

Winner

FBIZ

+9.50%

GUG

+5.27%

Winner

FBIZ

+16.12%

GUG

+7.39%

Winner

FBIZ

+13.84%

GUG

+14.95%

Winner

FBIZ

+25.87%

5Y(CAGR)

GUG

+4.53%

Winner

FBIZ

+22.52%

10Y(CAGR)

GUG

N/A

FBIZ

+13.47%

Max(CAGR)

GUG

+4.53%

Winner

FBIZ

+10.55%

GUG vs FBIZ - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	GUG	FBIZ
2026	+10.25%	+24.91%
2025	+12.35%	+23.45%
2024	+11.59%	+17.47%
2023	+19.29%	+13.85%
2022	-26.97%	+28.46%
2021	-0.20%	+64.41%
2020	N/A	-27.64%
2019	N/A	+35.45%
2018	N/A	-10.79%
2017	N/A	-4.09%
2016	N/A	+1.13%
2015	N/A	+8.63%
2014	N/A	+29.87%
2013	N/A	+66.40%
2012	N/A	+42.86%
2011	N/A	+24.63%
2010	N/A	+42.18%
2009	N/A	-23.94%
2008	N/A	-24.40%
2007	N/A	-21.78%
2006	N/A	-1.84%
2005	N/A	-8.61%

GUG vs FBIZ Drawdown Comparison

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

The maximum drawdown for FBIZ was -72.58%, occurring on Aug 25, 2009. Recovery took 1866 trading sessions.

The current GUG drawdown is -2.02%. The current FBIZ drawdown is -0.59%.

Rank	GUG	FBIZ
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-72.58% Oct 18, 2005 - Mar 20, 2013
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-50.20% Jan 27, 2020 - Mar 5, 2021
#3	-7.80% Feb 13, 2026 - May 21, 2026	-35.29% Nov 22, 2022 - Dec 15, 2023
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	-30.07% Apr 27, 2017 - Dec 20, 2019
#5	-4.08% May 28, 2026 - Jul 14, 2026	-29.13% Dec 2, 2015 - Apr 21, 2017
#6	-3.53% Sep 11, 2025 - Oct 7, 2025	-20.77% Feb 6, 2025 - Dec 10, 2025
#7	-2.62% Jun 25, 2025 - Aug 12, 2025	-19.26% Dec 28, 2023 - Jul 16, 2024
#8	-2.02% Jul 17, 2026 - Jul 21, 2026	-16.88% Nov 25, 2024 - Jan 31, 2025
#9	-1.71% Jan 14, 2026 - Feb 5, 2026	-14.92% Jun 3, 2022 - Aug 12, 2022
#10	-1.05% Sep 4, 2025 - Sep 9, 2025	-14.71% Apr 9, 2014 - Jun 10, 2014
#11	-0.90% Aug 14, 2025 - Aug 22, 2025	-13.71% Jun 10, 2014 - Sep 24, 2015
#12	-0.90% Aug 30, 2024 - Sep 5, 2024	-13.25% Feb 6, 2026 - Jun 9, 2026
#13	-0.86% Feb 9, 2026 - Feb 13, 2026	-12.73% Jul 31, 2024 - Sep 19, 2024
#14	-0.74% Sep 9, 2025 - Sep 11, 2025	-11.99% Mar 12, 2021 - May 4, 2021
#15	-0.64% Aug 25, 2025 - Aug 28, 2025	-11.26% Aug 16, 2022 - Oct 28, 2022

Correlation

Correlation between GUG and FBIZ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2005 - 2026)

GUG vs FBIZ dividend yield comparison.

Year	GUG	FBIZ
2026	5.18%	1.03%
2025	9.29%	2.14%
2024	9.58%	2.16%
2023	9.72%	2.27%
2022	9.71%	2.16%
2021	0.00%	2.47%
2020	0.00%	3.59%
2019	0.00%	2.28%
2018	0.00%	2.87%
2017	0.00%	2.35%
2016	0.00%	2.02%
2015	0.00%	1.76%
2014	0.00%	1.75%
2013	0.00%	1.49%
2012	0.00%	1.22%
2011	0.00%	1.70%
2010	0.00%	2.09%
2009	0.00%	2.91%
2008	0.00%	2.15%
2007	0.00%	1.49%
2006	0.00%	1.05%
2005	0.00%	0.25%