BQMGX vs. SECUX
BQMGX (Bright Rock Mid Cap Growth Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BQMGX returned 9.05%/yr vs 11.69%/yr for SECUX. Their correlation of 0.91 suggests significant overlap in exposure. BQMGX charges 1.07%/yr vs 1.42%/yr for SECUX.
Performance
BQMGX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, BQMGX achieves a -2.93% return, which is significantly lower than SECUX's 16.03% return. Over the past 10 years, BQMGX has underperformed SECUX with an annualized return of 9.05%, while SECUX has yielded a comparatively higher 11.69% annualized return.
BQMGX
- 1D
- -0.09%
- 1M
- 0.31%
- YTD
- -2.93%
- 6M
- -4.11%
- 1Y
- -2.85%
- 3Y*
- 5.22%
- 5Y*
- 2.65%
- 10Y*
- 9.05%
SECUX
- 1D
- 0.90%
- 1M
- 2.69%
- YTD
- 16.03%
- 6M
- 13.66%
- 1Y
- 19.34%
- 3Y*
- 15.18%
- 5Y*
- 4.92%
- 10Y*
- 11.69%
BQMGX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | -2.93% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 16.03% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Correlation
The correlation between BQMGX and SECUX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.88 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since May 26, 2010 | 0.91 |
Over the past year, the correlation between BQMGX and SECUX has dropped to 0.71 - well below their long-term average of 0.91, suggesting their price drivers have been diverging.
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Return for Risk
BQMGX vs. SECUX — Risk / Return Rank
BQMGX
SECUX
BQMGX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Rock Mid Cap Growth Fund (BQMGX) 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.
| BQMGX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.34 | ||
| Sortino ratioReturn per unit of downside risk | -1.89 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.21 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 2.16 | -2.31 |
| Martin ratioReturn relative to average drawdown | -0.33 | 7.21 | -7.54 |
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Drawdowns
BQMGX vs. SECUX - Drawdown Comparison
The maximum BQMGX drawdown since its inception was -36.05%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for BQMGX and SECUX.
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Drawdown Indicators
| BQMGX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.05% | -71.68% | +35.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -9.17% | -2.45% |
Max Drawdown (3Y)Largest decline over 3 years | -18.72% | -25.43% | +6.71% |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | -37.80% | +11.88% |
Max Drawdown (10Y)Largest decline over 10 years | -36.05% | -38.56% | +2.51% |
Current DrawdownCurrent decline from peak | -8.84% | -0.11% | -8.73% |
Average DrawdownAverage peak-to-trough decline | -5.88% | -18.38% | +12.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.19% | 2.74% | +2.45% |
Volatility
BQMGX vs. SECUX - Volatility Comparison
The current volatility for Bright Rock Mid Cap Growth Fund (BQMGX) is 3.35%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.80%. This indicates that BQMGX experiences smaller price fluctuations and is considered to be less risky 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
| BQMGX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 5.80% | -2.45% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 13.39% | -4.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.30% | 16.53% | -4.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 21.53% | -4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.99% | 21.24% | -3.25% |
BQMGX vs. SECUX - Expense Ratio Comparison
BQMGX has a 1.07% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
BQMGX vs. SECUX - Dividend Comparison
BQMGX's dividend yield for the trailing twelve months is around 4.24%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.24% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
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
BQMGX and SECUX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SECUX has higher volatility (5.80%) compared to BQMGX (3.35%). In terms of maximum drawdown, BQMGX dropped -36.05% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (1.20 vs -0.14), 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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