GUG vs PACX

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Pioneer Merger Corp - Class A (PACX, Company).

GUG vs PACX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	PACX(COMPANY)
Market Cap	$517M	$513M
Max Drawdown	37.03%	4.50%
Sharpe Ratio	0.85	-0.62
5Y Beta	0.35	N/A
Industry	Asset Management	N/A
P/E Ratio	11.20	16.55
Debt to Equity	31.43%	0.00%
Free Cash Flow Yield	6.06%	2.43%
P/B Ratio	N/A	-158.85

Market Cap

Winner

GUG

$517M

PACX

$513M

Max Drawdown

GUG

37.03%

Winner

PACX

4.50%

Sharpe Ratio

Winner

GUG

0.85

PACX

-0.62

5Y Beta

GUG

0.35

PACX

N/A

Industry

GUG

Asset Management

PACX

N/A

P/E Ratio

Winner

GUG

11.20

PACX

16.55

Debt to Equity

GUG

31.43%

Winner

PACX

0.00%

Free Cash Flow Yield

Winner

GUG

6.06%

PACX

2.43%

P/B Ratio

GUG

N/A

PACX

-158.85

GUG vs PACX - Historical Returns

Returns include dividend reinvestment.

Period	GUG	PACX
1 month	+2.18%	+1.19%
3 months	+5.78%	+2.20%
6 months	+5.75%	+3.66%
1 year	+12.57%	+3.45%
5 years(CAGR)	+3.93%	N/A
Max(CAGR)	+3.93%	+0.53%

Winner

GUG

+2.18%

PACX

+1.19%

Winner

GUG

+5.78%

PACX

+2.20%

Winner

GUG

+5.75%

PACX

+3.66%

Winner

GUG

+12.57%

PACX

+3.45%

5Y(CAGR)

GUG

+3.93%

PACX

N/A

Max(CAGR)

Winner

GUG

+3.93%

PACX

+0.53%

GUG vs PACX - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	GUG	PACX
2026	+6.99%	N/A
2025	+12.35%	N/A
2024	+11.59%	N/A
2023	+19.29%	+0.10%
2022	-26.97%	+2.74%
2021	-0.20%	-2.28%

GUG vs PACX Drawdown Comparison

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

The maximum drawdown for PACX was -4.50%, occurring on Mar 23, 2021. Recovery took 455 trading sessions.

The current GUG drawdown is -3.15%.

Rank	GUG	PACX
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-4.50% Mar 1, 2021 - Dec 16, 2022
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-0.10% Dec 21, 2022 - Dec 27, 2022
#3	-7.80% Feb 13, 2026 - May 21, 2026	-0.10% Dec 27, 2022 - Jan 3, 2023
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	-0.05% Dec 16, 2022 - Dec 21, 2022
#5	-4.08% May 28, 2026 - Jun 5, 2026	-0.05% Jan 6, 2023 - Jan 10, 2023
#6	-3.53% Sep 11, 2025 - Oct 7, 2025	N/A
#7	-2.62% Jun 25, 2025 - Aug 12, 2025	N/A
#8	-1.71% Jan 14, 2026 - Feb 5, 2026	N/A
#9	-1.05% Sep 4, 2025 - Sep 9, 2025	N/A
#10	-0.90% Aug 14, 2025 - Aug 22, 2025	N/A
#11	-0.90% Aug 30, 2024 - Sep 5, 2024	N/A
#12	-0.86% Feb 9, 2026 - Feb 13, 2026	N/A
#13	-0.74% Sep 9, 2025 - Sep 11, 2025	N/A
#14	-0.64% Aug 25, 2025 - Aug 28, 2025	N/A
#15	-0.20% Dec 8, 2021 - Dec 17, 2021	N/A

Correlation

Correlation between GUG and PACX is -0.45 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.45

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