GUG vs TFINP

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and Triumph Financial Inc (TFINP, Company).

Both GUG and TFINP are from the Financial Services sector.

5-Year PerformanceGUG has outperformed TFINP, delivering a return of +3.8% compared to +2.0%

GUG vs TFINP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	TFINP(COMPANY)
Market Cap	$532M	$529M
Max Drawdown	37.03%	41.58%
Sharpe Ratio	0.80	-0.26
5Y Beta	0.35	-0.03
Industry	Asset Management	Banks - Regional
P/E Ratio	11.52	44.18
Dividend Yield	N/A	8.00%
Debt to Equity	31.43%	32.05%
Free Cash Flow Yield	5.89%	4.69%
P/S Ratio	12.57	1.08
P/B Ratio	0.97	0.58

Market Cap

Winner

GUG

$532M

TFINP

$529M

Max Drawdown

Winner

GUG

37.03%

TFINP

41.58%

Sharpe Ratio

Winner

GUG

0.80

TFINP

-0.26

5Y Beta

GUG

0.35

Winner

TFINP

-0.03

Industry

GUG

Asset Management

TFINP

Banks - Regional

P/E Ratio

Winner

GUG

11.52

TFINP

44.18

Dividend Yield

GUG

N/A

TFINP

8.00%

Debt to Equity

Winner

GUG

31.43%

TFINP

32.05%

Free Cash Flow Yield

Winner

GUG

5.89%

TFINP

4.69%

P/S Ratio

GUG

12.57

Winner

TFINP

1.08

P/B Ratio

GUG

0.97

Winner

TFINP

0.58

GUG vs TFINP - Historical Returns

Returns include dividend reinvestment.

Period	GUG	TFINP
1 month	-0.39%	+0.00%
3 months	+0.63%	+0.00%
6 months	+4.76%	N/A
1 year	+12.91%	+1.54%
5 years(CAGR)	+3.76%	+2.02%
Max(CAGR)	+3.76%	+4.78%

GUG

-0.39%

Winner

TFINP

+0.00%

Winner

GUG

+0.63%

TFINP

+0.00%

GUG

+4.76%

TFINP

N/A

Winner

GUG

+12.91%

TFINP

+1.54%

5Y(CAGR)

Winner

GUG

+3.76%

TFINP

+2.02%

Max(CAGR)

GUG

+3.76%

Winner

TFINP

+4.78%

GUG vs TFINP - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	GUG	TFINP
2026	+6.06%	+0.00%
2025	+12.35%	+0.05%
2024	+11.59%	+19.02%
2023	+19.29%	-0.48%
2022	-26.97%	-11.32%
2021	-0.20%	+7.45%
2020	N/A	+16.19%

GUG vs TFINP Drawdown Comparison

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

The maximum drawdown for TFINP was -35.29%, occurring on May 5, 2023. Recovery took 430 trading sessions.

The current GUG drawdown is -3.99%. The current TFINP drawdown is -3.25%.

Rank	GUG	TFINP
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-35.29% Dec 16, 2022 - Sep 5, 2024
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-14.77% Jan 7, 2022 - Dec 13, 2022
#3	-7.80% Feb 13, 2026 - May 21, 2026	-11.68% Oct 17, 2024 - Apr 7, 2025
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	-6.55% Dec 13, 2022 - Dec 16, 2022
#5	-3.99% May 28, 2026 - Jun 5, 2026	-3.88% Dec 31, 2020 - Jan 20, 2021
#6	-3.53% Sep 11, 2025 - Oct 7, 2025	-3.49% Apr 23, 2021 - Jun 23, 2021
#7	-2.62% Jun 25, 2025 - Aug 12, 2025	-2.77% Jan 25, 2021 - Feb 19, 2021
#8	-1.71% Jan 14, 2026 - Feb 5, 2026	-2.45% Jun 18, 2020 - Jul 7, 2020
#9	-1.05% Sep 4, 2025 - Sep 9, 2025	-2.45% Nov 10, 2020 - Dec 3, 2020
#10	-0.90% Aug 14, 2025 - Aug 22, 2025	-2.23% Feb 19, 2021 - Mar 15, 2021
#11	-0.90% Aug 30, 2024 - Sep 5, 2024	-2.06% Mar 15, 2021 - Apr 8, 2021
#12	-0.86% Feb 9, 2026 - Feb 13, 2026	-1.89% Oct 7, 2021 - Jan 7, 2022
#13	-0.74% Sep 9, 2025 - Sep 11, 2025	-1.89% Sep 16, 2021 - Oct 4, 2021
#14	-0.64% Aug 25, 2025 - Aug 28, 2025	-1.82% Aug 23, 2021 - Sep 15, 2021
#15	-0.20% Dec 8, 2021 - Dec 17, 2021	-1.64% Apr 21, 2021 - Apr 23, 2021