CIPIX vs. SECUX
CIPIX (Champlain Mid Cap Fund Institutional Class) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, CIPIX returned 9.22%/yr vs 10.32%/yr for SECUX. Their correlation of 0.92 means they have usually moved in the same direction. CIPIX charges 0.84%/yr vs 1.42%/yr for SECUX.
Performance
CIPIX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, CIPIX achieves a 2.75% return, which is significantly lower than SECUX's 10.67% return. Over the past 10 years, CIPIX has underperformed SECUX with an annualized return of 9.22%, while SECUX has yielded a comparatively higher 10.32% annualized return.
CIPIX
- 1D
- -0.19%
- 1M
- -0.93%
- 6M
- 3.60%
- YTD
- 2.75%
- 1Y
- 3.68%
- 3Y*
- 4.34%
- 5Y*
- 0.10%
- 10Y*
- 9.22%
- ALL TIME*
- 9.78%
SECUX
- 1D
- 2.27%
- 1M
- -3.48%
- 6M
- 6.53%
- YTD
- 10.67%
- 1Y
- 10.35%
- 3Y*
- 10.72%
- 5Y*
- 3.41%
- 10Y*
- 10.32%
- ALL TIME*
- 5.70%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
CIPIX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 2.75% | 1.66% | 5.93% | 15.66% | -26.32% | 24.78% | 29.40% | 26.56% | 3.65% | 13.98% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 10.67% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Correlation
The correlation between CIPIX and SECUX is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.68 |
Correlation (3Y) Balances recent behavior with more history. | 0.83 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | 0.92 |
Over the past year, the correlation between CIPIX and SECUX has dropped to 0.68 - well below their long-term average of 0.92, suggesting their price drivers have been diverging.
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Return for Risk
CIPIX vs. SECUX — Risk / Return Rank
CIPIX
SECUX
CIPIX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund Institutional Class (CIPIX) 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.
| CIPIX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.69 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.09 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.00 | 0.88 | -0.88 |
| Martin ratioReturn relative to average drawdown | -0.01 | 2.73 | -2.74 |
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Drawdowns
CIPIX vs. SECUX - Drawdown Comparison
The maximum CIPIX drawdown since its inception was -33.84%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for CIPIX and SECUX.
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Drawdown Indicators
| CIPIX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.84% | -71.68% | +37.84% |
Max Drawdown (1Y)Largest decline over 1 year | -14.65% | -9.17% | -5.48% |
Max Drawdown (3Y)Largest decline over 3 years | -22.70% | -25.43% | +2.73% |
Max Drawdown (5Y)Largest decline over 5 years | -33.02% | -37.80% | +4.78% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -38.56% | +4.72% |
Current DrawdownCurrent decline from peak | -7.65% | -5.74% | -1.91% |
Average DrawdownAverage peak-to-trough decline | -7.32% | -18.34% | +11.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.71% | 2.97% | +2.74% |
Volatility
CIPIX vs. SECUX - Volatility Comparison
The current volatility for Champlain Mid Cap Fund Institutional Class (CIPIX) is 3.65%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.76%. This indicates that CIPIX 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
| CIPIX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.65% | 5.76% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 14.17% | -2.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 17.24% | -2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.12% | 21.63% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.81% | 21.23% | -2.42% |
CIPIX vs. SECUX - Expense Ratio Comparison
CIPIX has a 0.84% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
CIPIX vs. SECUX - Dividend Comparison
CIPIX's dividend yield for the trailing twelve months is around 16.77%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPIX Champlain Mid Cap Fund Institutional Class | 16.77% | 17.23% | 7.33% | 0.31% | 1.39% | 9.92% | 4.49% | 4.01% | 6.57% | 0.14% | 4.28% | 8.40% |
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
CIPIX and SECUX have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SECUX has higher volatility (5.76%) compared to CIPIX (3.65%). In terms of maximum drawdown, CIPIX dropped -33.84% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.47 vs -0.00), 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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