OEGAX vs. SECUX
OEGAX (Invesco Discovery Mid Cap Growth Fund Class A) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, OEGAX returned 12.28%/yr vs 10.47%/yr for SECUX. Their correlation of 0.92 means they have usually moved in the same direction. OEGAX charges 1.05%/yr vs 1.42%/yr for SECUX.
Performance
OEGAX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, OEGAX achieves a 18.56% return, which is significantly higher than SECUX's 12.38% return. Over the past 10 years, OEGAX has outperformed SECUX with an annualized return of 12.28%, while SECUX has yielded a comparatively lower 10.47% annualized return.
OEGAX
- 1D
- 0.95%
- 1M
- -2.27%
- 6M
- 12.10%
- YTD
- 18.56%
- 1Y
- 19.46%
- 3Y*
- 17.12%
- 5Y*
- 4.30%
- 10Y*
- 12.28%
- ALL TIME*
- 8.54%
SECUX
- 1D
- 1.50%
- 1M
- -1.98%
- 6M
- 7.64%
- YTD
- 12.38%
- 1Y
- 10.72%
- 3Y*
- 12.34%
- 5Y*
- 3.62%
- 10Y*
- 10.47%
- ALL TIME*
- 5.74%
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 |
OEGAX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OEGAX Invesco Discovery Mid Cap Growth Fund Class A | 18.56% | 4.85% | 24.09% | 12.96% | -31.09% | 18.44% | 40.12% | 38.98% | -6.72% | 27.95% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 12.38% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Correlation
The correlation between OEGAX and SECUX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2000 | 0.92 |
The correlation between OEGAX and SECUX shifts across timeframes, from 0.78 (1 year) to 0.93 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
OEGAX vs. SECUX — Risk / Return Rank
OEGAX
SECUX
OEGAX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) 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.
| OEGAX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.32 | ||
| Sortino ratioReturn per unit of downside risk | +0.44 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 1.32 | +0.71 |
| Martin ratioReturn relative to average drawdown | 6.60 | 4.05 | +2.55 |
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Drawdowns
OEGAX vs. SECUX - Drawdown Comparison
The maximum OEGAX drawdown since its inception was -53.73%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for OEGAX and SECUX.
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Drawdown Indicators
| OEGAX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.73% | -71.68% | +17.95% |
Max Drawdown (1Y)Largest decline over 1 year | -11.82% | -9.17% | -2.65% |
Max Drawdown (3Y)Largest decline over 3 years | -28.64% | -25.43% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -39.38% | -37.80% | -1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -39.38% | -38.56% | -0.82% |
Current DrawdownCurrent decline from peak | -7.62% | -4.27% | -3.35% |
Average DrawdownAverage peak-to-trough decline | -12.72% | -18.34% | +5.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.48% | 2.99% | +0.49% |
Volatility
OEGAX vs. SECUX - Volatility Comparison
Invesco Discovery Mid Cap Growth Fund Class A (OEGAX) has a higher volatility of 7.16% compared to Guggenheim StylePlus - Mid Growth Fund (SECUX) at 5.84%. This indicates that OEGAX'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
| OEGAX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.16% | 5.84% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 18.45% | 14.14% | +4.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.46% | 17.26% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.62% | 21.64% | +0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 21.24% | +1.07% |
OEGAX vs. SECUX - Expense Ratio Comparison
OEGAX has a 1.05% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
OEGAX vs. SECUX - Dividend Comparison
OEGAX's dividend yield for the trailing twelve months is around 7.67%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEGAX Invesco Discovery Mid Cap Growth Fund Class A | 7.67% | 9.10% | 4.95% | 0.00% | 0.00% | 18.94% | 3.55% | 4.40% | 10.54% | 9.32% | 0.89% | 4.27% |
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
OEGAX and SECUX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OEGAX has higher volatility (7.16%) compared to SECUX (5.84%). In terms of maximum drawdown, OEGAX dropped -53.73% vs SECUX's -71.68%.
OEGAX currently has the higher Sharpe Ratio (1.03 vs 0.70), 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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