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MGOYX vs. SECUX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MGOYX vs. SECUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Munder Mid-Cap Core Growth Fund (MGOYX) and Guggenheim StylePlus - Mid Growth Fund (SECUX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MGOYX achieves a 21.00% return, which is significantly higher than SECUX's 10.72% return. Over the past 10 years, MGOYX has outperformed SECUX with an annualized return of 11.11%, while SECUX has yielded a comparatively lower 10.44% annualized return.


MGOYX

1D
-0.41%
1M
0.41%
6M
14.42%
YTD
21.00%
1Y
26.53%
3Y*
15.91%
5Y*
7.66%
10Y*
11.11%
ALL TIME*
10.39%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

MGOYX vs. SECUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MGOYX
Victory Munder Mid-Cap Core Growth Fund
21.00%12.03%10.93%14.82%-21.31%25.97%20.61%26.22%-14.19%24.55%
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 MGOYX 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.

0.92

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.93

Correlation (10Y)
Provides a long-term view across more market conditions.

0.93

Correlation (All Time)
Calculated using the full available price history since Jun 24, 1998

0.91

The correlation between MGOYX and SECUX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

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Return for Risk

MGOYX vs. SECUX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

MGOYX
MGOYX Risk / Return Rank: 7474
Overall Rank
MGOYX Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
MGOYX Sortino Ratio Rank: 6868
Sortino Ratio Rank
MGOYX Omega Ratio Rank: 6161
Omega Ratio Rank
MGOYX Calmar Ratio Rank: 8787
Calmar Ratio Rank
MGOYX Martin Ratio Rank: 8888
Martin Ratio Rank

SECUX
SECUX Risk / Return Rank: 1616
Overall Rank
SECUX Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
SECUX Sortino Ratio Rank: 1313
Sortino Ratio Rank
SECUX Omega Ratio Rank: 1212
Omega Ratio Rank
SECUX Calmar Ratio Rank: 2020
Calmar Ratio Rank
SECUX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

MGOYX vs. SECUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) 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.


MGOYXSECUXDifference
Sharpe ratioReturn per unit of total volatility

+1.14

Sortino ratioReturn per unit of downside risk

+1.54

Omega ratioGain probability vs. loss probability

1.30

1.10

+0.19

Calmar ratioReturn relative to maximum drawdown

3.20

1.01

+2.19

Martin ratioReturn relative to average drawdown

11.95

3.12

+8.83

MGOYX vs. SECUX - Sharpe Ratio Comparison

The current MGOYX Sharpe Ratio is 1.68, which is higher than the SECUX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of MGOYX and SECUX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MGOYX vs. SECUX - Drawdown Comparison

The maximum MGOYX drawdown since its inception was -57.23%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for MGOYX and SECUX.


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Drawdown Indicators


MGOYXSECUXDifference

Max Drawdown

Largest peak-to-trough decline

-57.23%

-71.68%

+14.45%

Max Drawdown (1Y)

Largest decline over 1 year

-7.81%

-9.17%

+1.36%

Max Drawdown (3Y)

Largest decline over 3 years

-26.05%

-25.43%

-0.62%

Max Drawdown (5Y)

Largest decline over 5 years

-40.49%

-37.80%

-2.69%

Max Drawdown (10Y)

Largest decline over 10 years

-40.49%

-38.56%

-1.93%

Current Drawdown

Current decline from peak

-1.49%

-5.69%

+4.20%

Average Drawdown

Average peak-to-trough decline

-10.90%

-18.34%

+7.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

2.97%

-0.88%

Volatility

MGOYX vs. SECUX - Volatility Comparison

The current volatility for Victory Munder Mid-Cap Core Growth Fund (MGOYX) is 3.62%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.66%. This indicates that MGOYX 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


MGOYXSECUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.62%

5.66%

-2.04%

Volatility (6M)

Calculated over the trailing 6-month period

12.02%

14.13%

-2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

14.91%

17.24%

-2.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.10%

21.62%

+3.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.23%

21.23%

+2.00%

MGOYX vs. SECUX - Expense Ratio Comparison

MGOYX has a 0.98% expense ratio, which is lower than SECUX's 1.42% expense ratio.


Dividends

MGOYX vs. SECUX - Dividend Comparison

MGOYX's dividend yield for the trailing twelve months is around 12.71%, while SECUX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
MGOYX
Victory Munder Mid-Cap Core Growth Fund
12.71%15.37%15.72%4.54%12.23%25.13%18.63%60.72%49.01%19.34%12.76%10.52%
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, MGOYX 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.

SECUX has higher volatility (5.66%) compared to MGOYX (3.62%). In terms of maximum drawdown, MGOYX dropped -57.23% vs SECUX's -71.68%.

MGOYX currently has the higher Sharpe Ratio (1.68 vs 0.54), 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.

Portfolio Optimizer

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