GUG vs TFIN-P

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Triumph Financial Inc Depositary Shares Series C (TFIN-P, Company).

Both GUG and TFIN-P are from the Financial Services sector.

GUG vs TFIN-P - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	TFIN-P(COMPANY)
Market Cap	$532M	$529M
Max Drawdown	37.03%	7.51%
Sharpe Ratio	0.80	0.35
5Y Beta	0.35	0.21
Industry	Asset Management	Banks - Regional
P/E Ratio	11.52	16.96
PEG Ratio	N/A	0.43
5Y EPS CAGR	N/A	-7.74%
Debt to Equity	31.43%	0.00%
Free Cash Flow Yield	5.89%	9.45%
P/S Ratio	12.57	N/A
P/B Ratio	0.97	N/A

Market Cap

Winner

GUG

$532M

TFIN-P

$529M

Max Drawdown

GUG

37.03%

Winner

TFIN-P

7.51%

Sharpe Ratio

Winner

GUG

0.80

TFIN-P

0.35

5Y Beta

GUG

0.35

Winner

TFIN-P

0.21

Industry

GUG

Asset Management

TFIN-P

Banks - Regional

P/E Ratio

Winner

GUG

11.52

TFIN-P

16.96

PEG Ratio

GUG

N/A

TFIN-P

0.43

5Y EPS CAGR

GUG

N/A

TFIN-P

-7.74%

Debt to Equity

GUG

31.43%

Winner

TFIN-P

0.00%

Free Cash Flow Yield

GUG

5.89%

Winner

TFIN-P

9.45%

P/S Ratio

GUG

12.57

TFIN-P

N/A

P/B Ratio

GUG

0.97

TFIN-P

N/A

GUG vs TFIN-P - Historical Returns

Returns include dividend reinvestment.

Period	GUG	TFIN-P
1 month	-0.39%	+0.50%
3 months	+0.63%	+2.64%
6 months	+4.76%	+6.59%
1 year	+12.91%	N/A
5 years(CAGR)	+3.76%	N/A
Max(CAGR)	+3.76%	+7.48%

GUG

-0.39%

Winner

TFIN-P

+0.50%

GUG

+0.63%

Winner

TFIN-P

+2.64%

GUG

+4.76%

Winner

TFIN-P

+6.59%

GUG

+12.91%

TFIN-P

N/A

5Y(CAGR)

GUG

+3.76%

TFIN-P

N/A

Max(CAGR)

GUG

+3.76%

Winner

TFIN-P

+7.48%

GUG vs TFIN-P - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	GUG	TFIN-P
2026	+6.06%	+5.59%
2025	+12.35%	+0.24%
2024	+11.59%	N/A
2023	+19.29%	N/A
2022	-26.97%	N/A
2021	-0.20%	N/A

GUG vs TFIN-P Drawdown Comparison

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

The maximum drawdown for TFIN-P was -5.41%, occurring on Oct 16, 2025. Recovery took 86 trading sessions.

The current GUG drawdown is -3.99%. The current TFIN-P drawdown is -1.16%.

Rank	GUG	TFIN-P
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-5.41% Aug 22, 2025 - Dec 24, 2025
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-2.65% Jan 13, 2026 - Mar 13, 2026
#3	-7.80% Feb 13, 2026 - May 21, 2026	-2.02% Dec 24, 2025 - Jan 8, 2026
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	-1.87% Apr 2, 2026 - Apr 14, 2026
#5	-3.99% May 28, 2026 - Jun 5, 2026	-0.61% Mar 31, 2026 - Apr 2, 2026
#6	-3.53% Sep 11, 2025 - Oct 7, 2025	-0.51% Mar 26, 2026 - Mar 31, 2026
#7	-2.62% Jun 25, 2025 - Aug 12, 2025	-0.36% Mar 16, 2026 - Mar 23, 2026
#8	-1.71% Jan 14, 2026 - Feb 5, 2026	-0.32% Mar 23, 2026 - Mar 25, 2026
#9	-1.05% Sep 4, 2025 - Sep 9, 2025	-0.18% Jan 9, 2026 - Jan 13, 2026
#10	-0.90% Aug 14, 2025 - Aug 22, 2025	-0.01% Aug 19, 2025 - Aug 21, 2025
#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