ZIMV vs GUG

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

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

ZIMV vs GUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

ZIMV

$532M

GUG

$532M

Max Drawdown

ZIMV

81.03%

Winner

GUG

37.03%

Sharpe Ratio

ZIMV

0.64

Winner

GUG

0.80

5Y Beta

ZIMV

0.83

Winner

GUG

0.35

Industry

ZIMV

Medical Devices

GUG

Asset Management

P/E Ratio

Winner

ZIMV

-26.91

GUG

11.52

Forward P/E

ZIMV

22.22

GUG

N/A

Debt to Equity

ZIMV

46.14%

Winner

GUG

31.43%

Free Cash Flow Yield

ZIMV

0.81%

Winner

GUG

5.89%

P/S Ratio

Winner

ZIMV

1.20

GUG

12.57

P/B Ratio

ZIMV

1.11

Winner

GUG

0.97

ZIMV vs GUG - Historical Returns

Returns include dividend reinvestment.

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

Winner

ZIMV

+0.00%

GUG

-0.39%

ZIMV

+0.00%

Winner

GUG

+0.63%

ZIMV

+0.00%

Winner

GUG

+4.76%

Winner

ZIMV

+108.22%

GUG

+12.91%

5Y(CAGR)

ZIMV

-6.71%

Winner

GUG

+3.76%

Max(CAGR)

ZIMV

-6.71%

Winner

GUG

+3.76%

ZIMV vs GUG - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

ZIMV vs GUG Drawdown Comparison

The maximum drawdown for ZIMV was -81.03%, occurring on Mar 8, 2023. 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 ZIMV drawdown is -32.15%. The current GUG drawdown is -3.99%.

Rank	ZIMV	GUG
#1	-81.03% Apr 19, 2022 - Mar 8, 2023	-32.74% Dec 21, 2021 - Aug 29, 2024
#2	-11.99% Mar 1, 2022 - Apr 12, 2022	-12.09% Sep 16, 2024 - Jun 24, 2025
#3	-0.76% Apr 14, 2022 - Apr 19, 2022	-7.80% Feb 13, 2026 - May 21, 2026
#4	N/A	-6.10% Oct 7, 2025 - Jan 13, 2026
#5	N/A	-3.99% May 28, 2026 - Jun 5, 2026
#6	N/A	-3.53% Sep 11, 2025 - Oct 7, 2025
#7	N/A	-2.62% Jun 25, 2025 - Aug 12, 2025
#8	N/A	-1.71% Jan 14, 2026 - Feb 5, 2026
#9	N/A	-1.05% Sep 4, 2025 - Sep 9, 2025
#10	N/A	-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