TY vs. GOF
TY (Tri-Continental Corporation) is a stock, while GOF (Guggenheim Strategic Opportunities Fund) is Multisector Bonds fund actively managed by Guggenheim. Over the past 10 years, TY returned 13.87%/yr vs 7.19%/yr for GOF. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
TY vs. GOF - Performance Comparison
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Returns By Period
In the year-to-date period, TY achieves a 8.62% return, which is significantly higher than GOF's -8.87% return. Over the past 10 years, TY has outperformed GOF with an annualized return of 13.87%, while GOF has yielded a comparatively lower 7.19% annualized return.
TY
- 1D
- 0.14%
- 1M
- -0.17%
- 6M
- 6.66%
- YTD
- 8.62%
- 1Y
- 18.77%
- 3Y*
- 16.91%
- 5Y*
- 10.66%
- 10Y*
- 13.87%
- ALL TIME*
- 6.11%
GOF
- 1D
- 0.00%
- 1M
- -2.74%
- 6M
- -9.44%
- YTD
- -8.87%
- 1Y
- -15.54%
- 3Y*
- 1.50%
- 5Y*
- 0.02%
- 10Y*
- 7.19%
- ALL TIME*
- 8.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $12.95M | $14.31M | $15.46M | |
| $1.02M | $1.13M | $1.15M |
TY vs. GOF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TY Tri-Continental Corporation | 8.62% | 16.12% | 22.01% | 17.86% | -16.32% | 29.45% | 12.38% | 28.60% | -5.84% | 28.47% |
GOF Guggenheim Strategic Opportunities Fund | -8.87% | -1.92% | 38.04% | -3.04% | -5.78% | 4.90% | 21.51% | 10.51% | -5.95% | 22.01% |
Correlation
The correlation between TY and GOF is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.38 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2007 | 0.37 |
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Return for Risk
TY vs. GOF — Risk / Return Rank
TY
GOF
TY vs. GOF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tri-Continental Corporation (TY) and Guggenheim Strategic Opportunities Fund (GOF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TY | GOF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.53 | ||
| Sortino ratioReturn per unit of downside risk | +3.41 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.84 | +0.46 |
| Calmar ratioReturn relative to maximum drawdown | 2.54 | -0.68 | +3.22 |
| Martin ratioReturn relative to average drawdown | 9.98 | -1.12 | +11.10 |
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Drawdowns
TY vs. GOF - Drawdown Comparison
The maximum TY drawdown since its inception was -67.71%, which is greater than GOF's maximum drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for TY and GOF.
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Drawdown Indicators
| TY | GOF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.71% | -54.66% | -13.05% |
Max Drawdown (1Y)Largest decline over 1 year | -6.79% | -23.24% | +16.45% |
Max Drawdown (3Y)Largest decline over 3 years | -16.09% | -28.56% | +12.47% |
Max Drawdown (5Y)Largest decline over 5 years | -20.78% | -32.41% | +11.63% |
Max Drawdown (10Y)Largest decline over 10 years | -38.57% | -38.50% | -0.07% |
Current DrawdownCurrent decline from peak | -1.95% | -18.83% | +16.88% |
Average DrawdownAverage peak-to-trough decline | -15.56% | -7.15% | -8.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 14.14% | -12.41% |
Volatility
TY vs. GOF - Volatility Comparison
Tri-Continental Corporation (TY) and Guggenheim Strategic Opportunities Fund (GOF) have volatilities of 2.71% and 2.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TY | GOF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.71% | 2.66% | +0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 10.62% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.40% | 18.23% | -7.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 18.18% | -3.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.53% | 19.53% | -3.00% |
Dividends
TY vs. GOF - Dividend Comparison
TY's dividend yield for the trailing twelve months is around 9.03%, less than GOF's 20.79% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | 20.79% | 16.97% | 14.32% | 17.07% | 14.36% | 11.93% | 11.26% | 12.08% | 11.96% | 10.13% | 11.13% | 12.98% |
TY Tri-Continental Corporation | 9.03% | 11.97% | 10.61% | 4.36% | 8.71% | 14.13% | 6.25% | 6.86% | 8.13% | 4.69% | 4.12% | 4.05% |
Frequently Asked Questions
TY and GOF have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TY has higher volatility (2.71%) compared to GOF (2.66%). In terms of maximum drawdown, TY dropped -67.71% vs GOF's -54.66%.
TY currently has the higher Sharpe Ratio (1.66 vs -0.87), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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