KRNY vs GUG

Comparison between Kearny Financial Corp (KRNY, Company) and Guggenheim Active Allocation Fund (GUG, Company).

Both KRNY and GUG are from the Financial Services sector.

5-Year PerformanceGUG has outperformed KRNY, delivering a return of +3.8% compared to -3.3%

KRNY vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KRNY(COMPANY)	GUG(COMPANY)
Market Cap	$532M	$532M
Max Drawdown	66.44%	37.03%
Sharpe Ratio	1.37	0.80
5Y Beta	0.90	0.35
Industry	Banks - Regional	Asset Management
P/E Ratio	14.83	11.52
Forward P/E	11.49	N/A
PEG Ratio	15.99	N/A
Dividend Yield	5.35%	N/A
5Y Dividends CAGR	10.76%	N/A
5Y EPS CAGR	-4.31%	N/A
Debt to Equity	0.00%	31.43%
Free Cash Flow Yield	5.35%	5.89%
P/S Ratio	3.03	12.57
P/B Ratio	0.68	0.97

Market Cap

Winner

KRNY

$532M

GUG

$532M

Max Drawdown

KRNY

66.44%

Winner

GUG

37.03%

Sharpe Ratio

Winner

KRNY

1.37

GUG

0.80

5Y Beta

KRNY

0.90

Winner

GUG

0.35

Industry

KRNY

Banks - Regional

GUG

Asset Management

P/E Ratio

KRNY

14.83

Winner

GUG

11.52

Forward P/E

KRNY

11.49

GUG

N/A

PEG Ratio

KRNY

15.99

GUG

N/A

Dividend Yield

KRNY

5.35%

GUG

N/A

5Y Dividends CAGR

KRNY

10.76%

GUG

N/A

5Y EPS CAGR

KRNY

-4.31%

GUG

N/A

Debt to Equity

Winner

KRNY

0.00%

GUG

31.43%

Free Cash Flow Yield

KRNY

5.35%

Winner

GUG

5.89%

P/S Ratio

Winner

KRNY

3.03

GUG

12.57

P/B Ratio

Winner

KRNY

0.68

GUG

0.97

KRNY vs GUG - Historical Returns

Returns include dividend reinvestment.

Period	KRNY	GUG
1 month	+3.60%	-0.39%
3 months	+10.68%	+0.63%
6 months	+17.27%	+4.76%
1 year	+48.84%	+12.91%
5 years(CAGR)	-3.33%	+3.76%
10 years(CAGR)	-0.78%	N/A
Max(CAGR)	+2.47%	+3.76%

Winner

KRNY

+3.60%

GUG

-0.39%

Winner

KRNY

+10.68%

GUG

+0.63%

Winner

KRNY

+17.27%

GUG

+4.76%

Winner

KRNY

+48.84%

GUG

+12.91%

5Y(CAGR)

KRNY

-3.33%

Winner

GUG

+3.76%

10Y(CAGR)

KRNY

-0.78%

GUG

N/A

Max(CAGR)

KRNY

+2.47%

Winner

GUG

+3.76%

KRNY vs GUG - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	KRNY	GUG
2026	+16.15%	+6.06%
2025	+14.89%	+12.35%
2024	-15.20%	+11.59%
2023	-6.71%	+19.29%
2022	-21.03%	-26.97%
2021	+30.97%	-0.20%
2020	-19.59%	N/A
2019	+10.26%	N/A
2018	-8.55%	N/A
2017	-6.47%	N/A
2016	+25.85%	N/A
2015	+28.52%	N/A
2014	+20.40%	N/A
2013	+18.43%	N/A
2012	+2.18%	N/A
2011	+10.79%	N/A
2010	-12.65%	N/A
2009	-17.54%	N/A
2008	+8.89%	N/A
2007	-24.51%	N/A
2006	+32.33%	N/A
2005	+7.92%	N/A

KRNY vs GUG Drawdown Comparison

The maximum drawdown for KRNY was -57.37%, occurring on Apr 30, 2024. This drawdown has not yet recovered.

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

The current KRNY drawdown is -24.12%. The current GUG drawdown is -3.99%.

Rank	KRNY	GUG
#1	-57.37% Dec 9, 2016 - Apr 30, 2024	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-52.54% Nov 17, 2006 - Mar 18, 2014	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-18.71% Aug 18, 2014 - Jul 15, 2015	-7.80% Feb 13, 2026 - May 21, 2026
#4	-15.48% Mar 7, 2005 - Jul 8, 2005	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	-13.54% Sep 12, 2005 - Dec 2, 2005	-3.99% May 28, 2026 - Jun 5, 2026
#6	-13.44% Mar 18, 2014 - Jul 1, 2014	-3.53% Sep 11, 2025 - Oct 7, 2025
#7	-11.64% Dec 29, 2015 - May 18, 2016	-2.62% Jun 25, 2025 - Aug 12, 2025
#8	-8.90% Jun 10, 2016 - Aug 15, 2016	-1.71% Jan 14, 2026 - Feb 5, 2026
#9	-8.48% Jul 6, 2006 - Sep 12, 2006	-1.05% Sep 4, 2025 - Sep 9, 2025
#10	-5.86% Aug 18, 2015 - Sep 18, 2015	-0.90% Aug 14, 2025 - Aug 22, 2025
#11	-5.27% Jul 11, 2005 - Sep 6, 2005	-0.90% Aug 30, 2024 - Sep 5, 2024
#12	-4.95% Jan 27, 2006 - Mar 22, 2006	-0.86% Feb 9, 2026 - Feb 13, 2026
#13	-4.61% Dec 9, 2005 - Jan 6, 2006	-0.74% Sep 9, 2025 - Sep 11, 2025
#14	-4.49% Dec 4, 2015 - Dec 24, 2015	-0.64% Aug 25, 2025 - Aug 28, 2025
#15	-4.47% Jul 20, 2015 - Aug 17, 2015	-0.20% Dec 8, 2021 - Dec 17, 2021

Correlation

Correlation between KRNY and GUG is -0.15 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.15

-101

Dividend Comparison (2005 - 2026)

KRNY vs GUG dividend yield comparison.

Year	KRNY	GUG
2026	2.65%	3.79%
2025	5.94%	9.29%
2024	6.21%	9.58%
2023	4.91%	9.72%
2022	4.33%	9.71%
2021	3.02%	0.00%
2020	3.03%	0.00%
2019	1.81%	0.00%
2018	2.50%	0.00%
2017	1.66%	0.00%
2016	0.51%	0.00%
2015	0.32%	0.00%
2012	0.51%	0.00%
2011	2.10%	0.00%
2010	2.32%	0.00%
2009	1.98%	0.00%
2008	1.95%	0.00%
2007	1.68%	0.00%
2006	1.24%	0.00%
2005	0.74%	0.00%