GOF vs. SECUX
GOF (Guggenheim Strategic Opportunities Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both mutual funds - GOF is a Multisector Bonds fund actively managed by Guggenheim, while SECUX is a Mid Cap Growth Equities fund managed by Guggenheim. Over the past 10 years, GOF returned 7.06%/yr vs 10.44%/yr for SECUX. Their 0.35 correlation means their historical movements had little consistent relationship. GOF charges 1.89%/yr vs 1.42%/yr for SECUX.
Performance
GOF vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, GOF achieves a -9.05% return, which is significantly lower than SECUX's 10.72% return. Over the past 10 years, GOF has underperformed SECUX with an annualized return of 7.06%, while SECUX has yielded a comparatively higher 10.44% annualized return.
GOF
- 1D
- -0.19%
- 1M
- -2.92%
- 6M
- -6.47%
- YTD
- -9.05%
- 1Y
- -15.70%
- 3Y*
- 1.75%
- 5Y*
- -0.24%
- 10Y*
- 7.06%
- ALL TIME*
- 8.79%
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) |
|---|---|---|---|
| $13.30M | $14.34M | $15.54M | |
| $0.00 | $0.00 | $0.00 |
GOF vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | -9.05% | -1.92% | 38.04% | -3.04% | -5.78% | 4.90% | 21.51% | 10.51% | -5.95% | 22.01% |
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 GOF and SECUX is 0.34, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.34 |
Correlation (3Y) Balances recent behavior with more history. | 0.37 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jul 27, 2007 | 0.35 |
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Return for Risk
GOF vs. SECUX — Risk / Return Rank
GOF
SECUX
GOF vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Strategic Opportunities Fund (GOF) 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.
| GOF | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.92 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.10 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 1.01 | -1.69 |
| Martin ratioReturn relative to average drawdown | -1.11 | 3.12 | -4.23 |
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Drawdowns
GOF vs. SECUX - Drawdown Comparison
The maximum GOF drawdown since its inception was -54.66%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for GOF and SECUX.
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Drawdown Indicators
| GOF | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.66% | -71.68% | +17.02% |
Max Drawdown (1Y)Largest decline over 1 year | -23.24% | -9.17% | -14.07% |
Max Drawdown (3Y)Largest decline over 3 years | -28.56% | -25.43% | -3.13% |
Max Drawdown (5Y)Largest decline over 5 years | -32.41% | -37.80% | +5.39% |
Max Drawdown (10Y)Largest decline over 10 years | -38.50% | -38.56% | +0.06% |
Current DrawdownCurrent decline from peak | -18.98% | -5.69% | -13.29% |
Average DrawdownAverage peak-to-trough decline | -7.15% | -18.34% | +11.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.19% | 2.97% | +11.22% |
Volatility
GOF vs. SECUX - Volatility Comparison
The current volatility for Guggenheim Strategic Opportunities Fund (GOF) is 2.59%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.66%. This indicates that GOF 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
| GOF | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 5.66% | -3.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.60% | 14.13% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.26% | 17.24% | +1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.18% | 21.62% | -3.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.54% | 21.23% | -1.69% |
GOF vs. SECUX - Expense Ratio Comparison
GOF has a 1.89% expense ratio, which is higher than SECUX's 1.42% expense ratio.
Dividends
GOF vs. SECUX - Dividend Comparison
GOF's dividend yield for the trailing twelve months is around 20.83%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOF Guggenheim Strategic Opportunities Fund | 20.83% | 16.97% | 14.32% | 17.07% | 14.36% | 11.93% | 11.26% | 12.08% | 11.96% | 10.13% | 11.13% | 12.98% |
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
GOF and SECUX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SECUX has higher volatility (5.66%) compared to GOF (2.59%). In terms of maximum drawdown, GOF dropped -54.66% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.54 vs -0.86), 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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