TFIN-P vs GUG

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

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

TFIN-P vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

TFIN-P

$529M

Winner

GUG

$532M

Max Drawdown

Winner

TFIN-P

7.51%

GUG

37.03%

Sharpe Ratio

TFIN-P

0.35

Winner

GUG

0.80

5Y Beta

Winner

TFIN-P

0.21

GUG

0.35

Industry

TFIN-P

Banks - Regional

GUG

Asset Management

P/E Ratio

TFIN-P

16.96

Winner

GUG

11.52

PEG Ratio

TFIN-P

0.43

GUG

N/A

5Y EPS CAGR

TFIN-P

-7.74%

GUG

N/A

Debt to Equity

Winner

TFIN-P

0.00%

GUG

31.43%

Free Cash Flow Yield

Winner

TFIN-P

9.45%

GUG

5.89%

P/S Ratio

TFIN-P

N/A

GUG

12.57

P/B Ratio

TFIN-P

N/A

GUG

0.97

TFIN-P vs GUG - Historical Returns

Returns include dividend reinvestment.

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

Winner

TFIN-P

+0.50%

GUG

-0.39%

Winner

TFIN-P

+2.64%

GUG

+0.63%

Winner

TFIN-P

+6.59%

GUG

+4.76%

TFIN-P

N/A

GUG

+12.91%

5Y(CAGR)

TFIN-P

N/A

GUG

+3.76%

Max(CAGR)

Winner

TFIN-P

+7.48%

GUG

+3.76%

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

Returns include dividend reinvestment.

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

TFIN-P vs GUG Drawdown Comparison

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

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

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

Rank	TFIN-P	GUG
#1	-5.41% Aug 22, 2025 - Dec 24, 2025	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-2.65% Jan 13, 2026 - Mar 13, 2026	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-2.02% Dec 24, 2025 - Jan 8, 2026	-7.80% Feb 13, 2026 - May 21, 2026
#4	-1.87% Apr 2, 2026 - Apr 14, 2026	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	-0.61% Mar 31, 2026 - Apr 2, 2026	-3.99% May 28, 2026 - Jun 5, 2026
#6	-0.51% Mar 26, 2026 - Mar 31, 2026	-3.53% Sep 11, 2025 - Oct 7, 2025
#7	-0.36% Mar 16, 2026 - Mar 23, 2026	-2.62% Jun 25, 2025 - Aug 12, 2025
#8	-0.32% Mar 23, 2026 - Mar 25, 2026	-1.71% Jan 14, 2026 - Feb 5, 2026
#9	-0.18% Jan 9, 2026 - Jan 13, 2026	-1.05% Sep 4, 2025 - Sep 9, 2025
#10	-0.01% Aug 19, 2025 - Aug 21, 2025	-0.90% Aug 14, 2025 - Aug 22, 2025
#11	N/A	-0.90% Aug 30, 2024 - Sep 5, 2024
#12	N/A	-0.86% Feb 9, 2026 - Feb 13, 2026
#13	N/A	-0.74% Sep 9, 2025 - Sep 11, 2025
#14	N/A	-0.64% Aug 25, 2025 - Aug 28, 2025
#15	N/A	-0.20% Dec 8, 2021 - Dec 17, 2021