BGRFX vs. SECUX
BGRFX (Baron Growth Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BGRFX returned 7.18%/yr vs 10.47%/yr for SECUX. Their correlation of 0.84 means they have usually moved in the same direction. BGRFX charges 1.29%/yr vs 1.42%/yr for SECUX.
Performance
BGRFX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, BGRFX achieves a -6.97% return, which is significantly lower than SECUX's 12.38% return. Over the past 10 years, BGRFX has underperformed SECUX with an annualized return of 7.18%, while SECUX has yielded a comparatively higher 10.47% annualized return.
BGRFX
- 1D
- 0.77%
- 1M
- 2.29%
- 6M
- 1.04%
- YTD
- -6.97%
- 1Y
- -15.70%
- 3Y*
- -4.81%
- 5Y*
- -4.63%
- 10Y*
- 7.18%
- ALL TIME*
- 9.62%
SECUX
- 1D
- 1.50%
- 1M
- -1.98%
- 6M
- 7.64%
- YTD
- 12.38%
- 1Y
- 10.72%
- 3Y*
- 12.34%
- 5Y*
- 3.62%
- 10Y*
- 10.47%
- ALL TIME*
- 5.74%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BGRFX Baron Growth Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
BGRFX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | -6.97% | -14.51% | 4.62% | 14.68% | -22.55% | 19.82% | 32.77% | 40.18% | -2.93% | 27.14% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 12.38% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Correlation
The correlation between BGRFX and SECUX is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.82 |
Correlation (All Time) Calculated using the full available price history since Aug 7, 1995 | 0.84 |
Over the past year, the correlation between BGRFX and SECUX has dropped to 0.15 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
BGRFX vs. SECUX — Risk / Return Rank
BGRFX
SECUX
BGRFX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Guggenheim StylePlus - Mid Growth Fund (SECUX). 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.
| BGRFX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.13 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 1.32 | -1.88 |
| Martin ratioReturn relative to average drawdown | -0.94 | 4.05 | -4.99 |
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Drawdowns
BGRFX vs. SECUX - Drawdown Comparison
The maximum BGRFX drawdown since its inception was -56.10%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for BGRFX and SECUX.
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Drawdown Indicators
| BGRFX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.10% | -71.68% | +15.58% |
Max Drawdown (1Y)Largest decline over 1 year | -23.86% | -9.17% | -14.69% |
Max Drawdown (3Y)Largest decline over 3 years | -33.03% | -25.43% | -7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -35.02% | -37.80% | +2.78% |
Max Drawdown (10Y)Largest decline over 10 years | -41.14% | -38.56% | -2.58% |
Current DrawdownCurrent decline from peak | -27.28% | -4.27% | -23.01% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -18.34% | +9.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.77% | 2.99% | +11.78% |
Volatility
BGRFX vs. SECUX - Volatility Comparison
Baron Growth Fund (BGRFX) has a higher volatility of 10.19% compared to Guggenheim StylePlus - Mid Growth Fund (SECUX) at 5.84%. This indicates that BGRFX's price experiences larger fluctuations and is considered to be riskier than SECUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRFX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.19% | 5.84% | +4.35% |
Volatility (6M)Calculated over the trailing 6-month period | 19.44% | 14.14% | +5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.87% | 17.26% | +5.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.92% | 21.64% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 21.24% | +0.23% |
BGRFX vs. SECUX - Expense Ratio Comparison
BGRFX has a 1.29% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
BGRFX vs. SECUX - Dividend Comparison
BGRFX's dividend yield for the trailing twelve months is around 22.48%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRFX Baron Growth Fund | 22.48% | 20.91% | 12.05% | 1.79% | 6.02% | 7.73% | 4.64% | 3.68% | 8.38% | 11.68% | 12.84% | 9.53% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 0.00% | 0.00% | 0.00% | 2.31% | 41.48% | 6.54% | 14.34% | 2.18% | 27.68% | 12.89% | 0.59% | 14.34% |
Frequently Asked Questions
BGRFX and SECUX have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRFX has higher volatility (10.19%) compared to SECUX (5.84%). In terms of maximum drawdown, BGRFX dropped -56.10% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.70 vs -0.61), 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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