# Guggenheim Active Allocation Fund (GUG) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Guggenheim Active Allocation Fund (GUG) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: GUG +6.72%, SPY +84.62%. Regime GUG BEAR · SPY BULL. As of Oct 14, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/GUG/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=GUG%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| GUG | +6.72% | -32.71% | -4.55% |
| SPY | +84.62% | -24.49% | +13.53% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| GUG | -6.18% | +2.86% | +35.88% | — |
| SPY | +17.47% | +34.75% | +83.03% | +84.62% |

## Annual

| Year | GUG | SPY |
|---|---:|---:|
| YTD | -4.55% | +13.53% |
| 2025 | +12.43% | +18.01% |
| 2024 | +11.67% | +25.59% |
| 2023 | +19.39% | +26.73% |
| 2022 | -26.92% | -18.64% |
| 2021 | -0.20% | +6.90% |

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Research context only. Not personalized investment advice.