GUG vs ZIMV

Comparison between Guggenheim Active Allocation Fund (GUG, Company) and ZimVie Inc (ZIMV, Company).

GUG is from the Financial Services sector, while ZIMV is from the Healthcare sector.

GUG vs ZIMV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	GUG(COMPANY)	ZIMV(COMPANY)
Market Cap	$532M	$532M
Max Drawdown	37.03%	81.03%
Sharpe Ratio	0.80	0.64
5Y Beta	0.35	0.83
Industry	Asset Management	Medical Devices
P/E Ratio	11.52	-26.91
Forward P/E	N/A	22.22
Debt to Equity	31.43%	46.14%
Free Cash Flow Yield	5.89%	0.81%
P/S Ratio	12.57	1.20
P/B Ratio	0.97	1.11

Market Cap

GUG

$532M

Winner

ZIMV

$532M

Max Drawdown

Winner

GUG

37.03%

ZIMV

81.03%

Sharpe Ratio

Winner

GUG

0.80

ZIMV

0.64

5Y Beta

Winner

GUG

0.35

ZIMV

0.83

Industry

GUG

Asset Management

ZIMV

Medical Devices

P/E Ratio

GUG

11.52

Winner

ZIMV

-26.91

Forward P/E

GUG

N/A

ZIMV

22.22

Debt to Equity

Winner

GUG

31.43%

ZIMV

46.14%

Free Cash Flow Yield

Winner

GUG

5.89%

ZIMV

0.81%

P/S Ratio

GUG

12.57

Winner

ZIMV

1.20

P/B Ratio

Winner

GUG

0.97

ZIMV

1.11

GUG vs ZIMV - Historical Returns

Returns include dividend reinvestment.

Period	GUG	ZIMV
1 month	-0.39%	+0.00%
3 months	+0.63%	+0.00%
6 months	+4.76%	+0.00%
1 year	+12.91%	+108.22%
5 years(CAGR)	+3.76%	-6.71%
Max(CAGR)	+3.76%	-6.71%

GUG

-0.39%

Winner

ZIMV

+0.00%

Winner

GUG

+0.63%

ZIMV

+0.00%

Winner

GUG

+4.76%

ZIMV

+0.00%

GUG

+12.91%

Winner

ZIMV

+108.22%

5Y(CAGR)

Winner

GUG

+3.76%

ZIMV

-6.71%

Max(CAGR)

Winner

GUG

+3.76%

ZIMV

-6.71%

GUG vs ZIMV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	GUG	ZIMV
2026	+6.06%	+0.00%
2025	+12.35%	+37.31%
2024	+11.59%	-22.41%
2023	+19.29%	+85.28%
2022	-26.97%	-63.42%
2021	-0.20%	N/A

GUG vs ZIMV Drawdown Comparison

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

The maximum drawdown for ZIMV was -81.03%, occurring on Mar 8, 2023. This drawdown has not yet recovered.

The current GUG drawdown is -3.99%. The current ZIMV drawdown is -32.15%.

Rank	GUG	ZIMV
#1	-32.74% Dec 21, 2021 - Aug 29, 2024	-81.03% Apr 19, 2022 - Mar 8, 2023
#2	-12.09% Sep 16, 2024 - Jun 24, 2025	-11.99% Mar 1, 2022 - Apr 12, 2022
#3	-7.80% Feb 13, 2026 - May 21, 2026	-0.76% Apr 14, 2022 - Apr 19, 2022
#4	-6.10% Oct 7, 2025 - Jan 13, 2026	N/A
#5	-3.99% 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