GIUSX vs. SECUX
Compare and contrast key facts about Guggenheim Core Bond Fund Institutional Class (GIUSX) and Guggenheim StylePlus - Mid Growth Fund (SECUX).
GIUSX is managed by Guggenheim. SECUX is managed by Guggenheim. It was launched on Sep 17, 1969.
Performance
GIUSX vs. SECUX - Performance Comparison
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GIUSX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GIUSX Guggenheim Core Bond Fund Institutional Class | -0.47% | 7.86% | 2.91% | 7.07% | -16.63% | -0.90% | 14.63% | 4.47% | 1.20% | 6.61% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 1.72% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Returns By Period
In the year-to-date period, GIUSX achieves a -0.47% return, which is significantly lower than SECUX's 1.72% return. Over the past 10 years, GIUSX has underperformed SECUX with an annualized return of 2.75%, while SECUX has yielded a comparatively higher 10.10% annualized return.
GIUSX
- 1D
- 0.25%
- 1M
- -1.81%
- YTD
- -0.47%
- 6M
- 0.36%
- 1Y
- 4.01%
- 3Y*
- 4.40%
- 5Y*
- 0.26%
- 10Y*
- 2.75%
SECUX
- 1D
- 3.46%
- 1M
- -6.03%
- YTD
- 1.72%
- 6M
- 0.23%
- 1Y
- 10.47%
- 3Y*
- 11.15%
- 5Y*
- 3.34%
- 10Y*
- 10.10%
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GIUSX vs. SECUX - Expense Ratio Comparison
GIUSX has a 0.50% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Return for Risk
GIUSX vs. SECUX — Risk / Return Rank
GIUSX
SECUX
GIUSX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Core Bond Fund Institutional Class (GIUSX) 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.
| GIUSX | SECUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.55 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.94 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 0.92 | +0.93 |
Martin ratioReturn relative to average drawdown | 5.53 | 3.61 | +1.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GIUSX | SECUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.55 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.16 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.48 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.25 | +0.45 |
Correlation
The correlation between GIUSX and SECUX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
GIUSX vs. SECUX - Dividend Comparison
GIUSX's dividend yield for the trailing twelve months is around 4.39%, while SECUX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIUSX Guggenheim Core Bond Fund Institutional Class | 4.39% | 4.75% | 4.68% | 4.39% | 2.71% | 3.36% | 4.36% | 2.42% | 2.76% | 3.47% | 3.85% | 4.96% |
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% |
Drawdowns
GIUSX vs. SECUX - Drawdown Comparison
The maximum GIUSX drawdown since its inception was -22.02%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for GIUSX and SECUX.
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Drawdown Indicators
| GIUSX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.02% | -71.68% | +49.66% |
Max Drawdown (1Y)Largest decline over 1 year | -2.99% | -12.94% | +9.95% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -37.80% | +15.78% |
Max Drawdown (10Y)Largest decline over 10 years | -22.02% | -38.56% | +16.54% |
Current DrawdownCurrent decline from peak | -2.66% | -6.96% | +4.30% |
Average DrawdownAverage peak-to-trough decline | -4.12% | -18.49% | +14.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.00% | 3.29% | -2.29% |
Volatility
GIUSX vs. SECUX - Volatility Comparison
The current volatility for Guggenheim Core Bond Fund Institutional Class (GIUSX) is 1.64%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 7.67%. This indicates that GIUSX 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
| GIUSX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 7.67% | -6.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 12.41% | -9.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.45% | 21.02% | -16.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 21.42% | -15.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.80% | 21.12% | -16.32% |