GUG vs SD

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Sandridge Energy Inc New (SD, Company).

GUG is from the Financial Services sector, while SD is from the Energy sector.

5-Year PerformanceSD has outperformed GUG, delivering a return of +27.2% compared to +3.9%

GUG vs SD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	SD(COMPANY)
Market Cap	$517M	$517M
Max Drawdown	37.03%	97.03%
Sharpe Ratio	0.85	0.67
5Y Beta	0.35	0.58
Industry	Asset Management	Oil & Gas E&p
P/E Ratio	11.20	6.81
Forward P/E	N/A	222.22
PEG Ratio	N/A	0.38
Dividend Yield	N/A	3.34%
Debt to Equity	31.43%	0.00%
Free Cash Flow Yield	6.06%	5.13%

Market Cap

Winner

GUG

$517M

Max Drawdown

Winner

GUG

37.03%

97.03%

Sharpe Ratio

Winner

GUG

0.85

0.67

5Y Beta

Winner

GUG

0.35

0.58

Industry

GUG

Asset Management

Oil & Gas E&p

P/E Ratio

GUG

11.20

Winner

6.81

Forward P/E

GUG

N/A

222.22

PEG Ratio

GUG

N/A

0.38

Dividend Yield

GUG

N/A

3.34%

Debt to Equity

GUG

31.43%

Winner

0.00%

Free Cash Flow Yield

Winner

GUG

6.06%

5.13%

GUG vs SD - Historical Returns

Returns include dividend reinvestment.

Period	GUG	SD
1 month	+2.18%	-6.42%
3 months	+5.78%	-13.18%
6 months	+5.75%	+3.22%
1 year	+12.57%	+21.66%
5 years(CAGR)	+3.93%	+27.23%
10 years(CAGR)	N/A	+0.35%
Max(CAGR)	+3.93%	+0.35%

Winner

GUG

+2.18%

-6.42%

Winner

GUG

+5.78%

-13.18%

Winner

GUG

+5.75%

+3.22%

GUG

+12.57%

Winner

+21.66%

5Y(CAGR)

GUG

+3.93%

Winner

+27.23%

10Y(CAGR)

GUG

N/A

+0.35%

Max(CAGR)

Winner

GUG

+3.93%

+0.35%

GUG vs SD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	GUG	SD
2026	+6.99%	-2.43%
2025	+12.35%	+24.97%
2024	+11.59%	+0.47%
2023	+19.29%	-2.07%
2022	-26.97%	+52.87%
2021	-0.20%	+204.96%
2020	N/A	-26.37%
2019	N/A	-46.60%
2018	N/A	-63.95%
2017	N/A	-9.65%
2016	N/A	+20.77%

GUG vs SD Drawdown Comparison

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

The maximum drawdown for SD was -97.03%, occurring on Apr 3, 2020. Recovery took 1411 trading sessions.

The current GUG drawdown is -3.15%. The current SD drawdown is -28.88%.

Rank	GUG	SD
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-97.03% Oct 25, 2016 - Jun 3, 2022
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-56.59% Jun 7, 2022 - Apr 8, 2025
#3	-7.80% Feb 13, 2026 - May 21, 2026	-2.39% Oct 14, 2016 - Oct 18, 2016
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	-1.62% Oct 10, 2016 - Oct 12, 2016
#5	-4.08% May 28, 2026 - Jun 5, 2026	-1.16% Oct 6, 2016 - Oct 10, 2016
#6	-3.53% Sep 11, 2025 - Oct 7, 2025	-0.46% Oct 12, 2016 - Oct 14, 2016
#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