Guggenheim Active Allocation Fund (GUG) Alternatives
Guggenheim Active Allocation Fund (GUG) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GUG. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to GUG
GUG charges 3.86% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among GUG alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | GUG vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | GUG vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | GUG vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | GUG vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | GUG vs GPIFX |
Best Risk-Adjusted Alternatives to GUG
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | GUG vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | GUG vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | GUG vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | GUG vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | GUG vs MOJOX |
Top Performing GUG Alternatives (YTD)
GUG alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | GUG vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | GUG vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | GUG vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | GUG vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | GUG vs ABRZX |
Lowest Volatility Alternatives to GUG
GUG alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | GUG vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | GUG vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | GUG vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | GUG vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | GUG vs SFHYX |
Lowest Drawdown Alternatives to GUG
GUG alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | GUG vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | GUG vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | GUG vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | GUG vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | GUG vs HFSAX |
Other Mutual Funds from Guggenheim
Most popular Guggenheim mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Derivative Income | 1 | -10.50% | Jul 26, 2007 | GUG vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 45 | -9.21% | Feb 14, 1994 | GUG vs RYOCX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | GUG vs GIBIX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 97 | -0.13% | Dec 16, 2013 | GUG vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 93 | -1.19% | Nov 29, 2011 | GUG vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 68 | -2.36% | Aug 5, 1996 | GUG vs SIHAX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 83 | 6.71% | Mar 1, 2007 | GUG vs RYMTX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 31 | -8.68% | Sep 10, 1962 | GUG vs SECEX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 57 | -0.71% | — | GUG vs GIUSX | |
| Guggenheim StylePlus - Mid Growth Fund | Mid Cap Growth Equities | 16 | -1.69% | Sep 17, 1969 | GUG vs SECUX |
Compare GUG with Any Fund or Stock
Compare GUG with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.