GUG vs SERV
Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Serve Robotics Inc (SERV, Company).
GUG is from the Financial Services sector, while SERV is from the Industrials sector.
GUG vs SERV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
GUG vs SERV - Historical Returns
Returns include dividend reinvestment.
GUG vs SERV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | GUG | SERV |
|---|---|---|
| 2026 | +9.72% | -41.08% |
| 2025 | +12.35% | -29.67% |
| 2024 | +11.59% | -46.00% |
| 2023 | +19.29% | N/A |
| 2022 | -26.97% | N/A |
| 2021 | -0.20% | N/A |
GUG vs SERV Drawdown Comparison
The maximum drawdown for GUG was -32.74%, occurring on Sep 29, 2022. Recovery took 675 trading sessions.
The maximum drawdown for SERV was -92.72%, occurring on Jun 26, 2024. This drawdown has not yet recovered.
The current GUG drawdown is -0.67%. The current SERV drawdown is -72.12%.
| Rank | GUG | SERV |
|---|---|---|
| #1 | -32.74% Dec 21, 2021 - Aug 29, 2024 | -92.72% Mar 7, 2024 - Jun 26, 2024 |
| #2 | -12.09% Sep 16, 2024 - Jun 24, 2025 | N/A |
| #3 | -7.80% Feb 13, 2026 - May 21, 2026 | N/A |
| #4 | -6.10% Oct 7, 2025 - Jan 13, 2026 | N/A |
| #5 | -4.08% May 28, 2026 - Jun 5, 2026 | N/A |
| #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 SERV is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
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