FGSIX vs. SECUX
FGSIX (Federated MDT Mid Cap Growth Fund Institutional Shares) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, FGSIX returned 14.83%/yr vs 10.32%/yr for SECUX. Their correlation of 0.90 means they have usually moved in the same direction. FGSIX charges 0.85%/yr vs 1.42%/yr for SECUX.
Performance
FGSIX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, FGSIX achieves a -0.65% return, which is significantly lower than SECUX's 10.67% return. Over the past 10 years, FGSIX has outperformed SECUX with an annualized return of 14.83%, while SECUX has yielded a comparatively lower 10.32% annualized return.
FGSIX
- 1D
- 2.56%
- 1M
- -1.52%
- 6M
- 0.26%
- YTD
- -0.65%
- 1Y
- -1.62%
- 3Y*
- 15.84%
- 5Y*
- 8.19%
- 10Y*
- 14.83%
- ALL TIME*
- 13.50%
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 |
FGSIX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | -0.65% | 10.87% | 33.37% | 27.44% | -24.39% | 22.77% | 35.86% | 28.34% | -3.00% | 24.70% |
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 FGSIX and SECUX is 0.32, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.32 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2010 | 0.90 |
Over the past year, the correlation between FGSIX and SECUX has dropped to 0.32 - well below their long-term average of 0.90, suggesting their price drivers have been diverging.
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Return for Risk
FGSIX vs. SECUX — Risk / Return Rank
FGSIX
SECUX
FGSIX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) 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.
| FGSIX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.09 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 0.88 | -0.96 |
| Martin ratioReturn relative to average drawdown | -0.21 | 2.73 | -2.94 |
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Drawdowns
FGSIX vs. SECUX - Drawdown Comparison
The maximum FGSIX drawdown since its inception was -37.16%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for FGSIX and SECUX.
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Drawdown Indicators
| FGSIX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.16% | -71.68% | +34.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.36% | -9.17% | -4.19% |
Max Drawdown (3Y)Largest decline over 3 years | -24.46% | -25.43% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -37.80% | +2.13% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -38.56% | +1.40% |
Current DrawdownCurrent decline from peak | -4.91% | -5.74% | +0.83% |
Average DrawdownAverage peak-to-trough decline | -7.04% | -18.34% | +11.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.03% | 2.97% | +2.06% |
Volatility
FGSIX vs. SECUX - Volatility Comparison
The current volatility for Federated MDT Mid Cap Growth Fund Institutional Shares (FGSIX) is 4.97%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.76%. This indicates that FGSIX 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
| FGSIX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 5.76% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 13.48% | 14.17% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.66% | 17.24% | +0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.53% | 21.63% | +0.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.26% | 21.23% | +1.03% |
FGSIX vs. SECUX - Expense Ratio Comparison
FGSIX has a 0.85% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
FGSIX vs. SECUX - Dividend Comparison
FGSIX's dividend yield for the trailing twelve months is around 4.59%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGSIX Federated MDT Mid Cap Growth Fund Institutional Shares | 4.59% | 4.56% | 4.02% | 0.00% | 2.17% | 24.31% | 6.77% | 7.83% | 14.02% | 13.59% | 1.11% | 24.86% |
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
FGSIX and SECUX have a correlation of 0.32, 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 FGSIX (4.97%). In terms of maximum drawdown, FGSIX dropped -37.16% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.47 vs -0.06), 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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