FDEGX vs. SECUX
FDEGX (Fidelity Growth Strategies Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, FDEGX returned 11.32%/yr vs 10.44%/yr for SECUX. Their correlation of 0.90 means they have usually moved in the same direction. FDEGX charges 0.69%/yr vs 1.42%/yr for SECUX.
Performance
FDEGX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, FDEGX achieves a 4.13% return, which is significantly lower than SECUX's 10.72% return. Over the past 10 years, FDEGX has outperformed SECUX with an annualized return of 11.32%, while SECUX has yielded a comparatively lower 10.44% annualized return.
FDEGX
- 1D
- 0.48%
- 1M
- -6.20%
- 6M
- 3.37%
- YTD
- 4.13%
- 1Y
- -5.01%
- 3Y*
- 11.67%
- 5Y*
- 4.78%
- 10Y*
- 11.32%
- ALL TIME*
- 9.44%
SECUX
- 1D
- 0.05%
- 1M
- -3.43%
- 6M
- 5.75%
- YTD
- 10.72%
- 1Y
- 10.40%
- 3Y*
- 10.89%
- 5Y*
- 3.42%
- 10Y*
- 10.44%
- 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 |
FDEGX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 4.13% | 2.88% | 26.57% | 20.93% | -26.50% | 21.30% | 29.34% | 36.59% | -6.92% | 21.03% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 10.72% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Correlation
The correlation between FDEGX and SECUX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.90 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Dec 28, 1990 | 0.90 |
The correlation between FDEGX and SECUX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
FDEGX vs. SECUX — Risk / Return Rank
FDEGX
SECUX
FDEGX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Growth Strategies Fund (FDEGX) 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.
| FDEGX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.10 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 1.01 | -1.34 |
| Martin ratioReturn relative to average drawdown | -0.80 | 3.12 | -3.92 |
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Drawdowns
FDEGX vs. SECUX - Drawdown Comparison
The maximum FDEGX drawdown since its inception was -85.96%, which is greater than SECUX's maximum drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for FDEGX and SECUX.
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Drawdown Indicators
| FDEGX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.96% | -71.68% | -14.28% |
Max Drawdown (1Y)Largest decline over 1 year | -20.45% | -9.17% | -11.28% |
Max Drawdown (3Y)Largest decline over 3 years | -26.04% | -25.43% | -0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -36.62% | -37.80% | +1.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.62% | -38.56% | +1.94% |
Current DrawdownCurrent decline from peak | -10.69% | -5.69% | -5.00% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -18.34% | -18.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.45% | 2.97% | +5.48% |
Volatility
FDEGX vs. SECUX - Volatility Comparison
Fidelity Growth Strategies Fund (FDEGX) has a higher volatility of 7.75% compared to Guggenheim StylePlus - Mid Growth Fund (SECUX) at 5.66%. This indicates that FDEGX'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
| FDEGX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.75% | 5.66% | +2.09% |
Volatility (6M)Calculated over the trailing 6-month period | 18.44% | 14.13% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.04% | 17.24% | +6.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.73% | 21.62% | +2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.23% | 21.23% | +1.00% |
FDEGX vs. SECUX - Expense Ratio Comparison
FDEGX has a 0.69% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
FDEGX vs. SECUX - Dividend Comparison
Neither FDEGX nor SECUX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDEGX Fidelity Growth Strategies Fund | 0.00% | 0.00% | 7.89% | 0.05% | 0.00% | 14.15% | 8.37% | 3.65% | 0.75% | 0.05% | 0.59% | 0.13% |
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
With a correlation of 0.91, FDEGX and SECUX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
FDEGX has higher volatility (7.75%) compared to SECUX (5.66%). In terms of maximum drawdown, FDEGX dropped -85.96% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.54 vs -0.28), 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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