OTCAX vs. SECUX
OTCAX (MFS Mid Cap Growth Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, OTCAX returned 11.54%/yr vs 10.32%/yr for SECUX. Their correlation of 0.89 means they have usually moved in the same direction. OTCAX charges 1.00%/yr vs 1.42%/yr for SECUX.
Performance
OTCAX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCAX achieves a 2.18% return, which is significantly lower than SECUX's 10.67% return. Over the past 10 years, OTCAX has outperformed SECUX with an annualized return of 11.54%, while SECUX has yielded a comparatively lower 10.32% annualized return.
OTCAX
- 1D
- 2.10%
- 1M
- -3.22%
- 6M
- 2.83%
- YTD
- 2.18%
- 1Y
- -1.26%
- 3Y*
- 11.20%
- 5Y*
- 3.22%
- 10Y*
- 11.54%
- ALL TIME*
- 8.63%
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 |
OTCAX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 2.18% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
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 OTCAX 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. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Nov 30, 1993 | 0.89 |
The correlation between OTCAX and SECUX has been stable across timeframes, ranging from 0.89 to 0.95 - a consistent structural relationship.
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Return for Risk
OTCAX vs. SECUX — Risk / Return Rank
OTCAX
SECUX
OTCAX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) 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.
| OTCAX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.64 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.09 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.88 | -1.07 |
| Martin ratioReturn relative to average drawdown | -0.46 | 2.73 | -3.19 |
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Drawdowns
OTCAX vs. SECUX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, roughly equal to the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for OTCAX and SECUX.
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Drawdown Indicators
| OTCAX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -71.68% | -2.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -9.17% | -7.29% |
Max Drawdown (3Y)Largest decline over 3 years | -21.05% | -25.43% | +4.38% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -37.80% | +0.95% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -38.56% | +1.71% |
Current DrawdownCurrent decline from peak | -5.51% | -5.74% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -23.03% | -18.34% | -4.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.60% | 2.97% | +3.63% |
Volatility
OTCAX vs. SECUX - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 4.82%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.76%. This indicates that OTCAX 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
| OTCAX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.82% | 5.76% | -0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.58% | 14.17% | +0.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.73% | 17.24% | +0.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.39% | 21.63% | -1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.02% | 21.23% | -1.21% |
OTCAX vs. SECUX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
OTCAX vs. SECUX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 16.40%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 16.40% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
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, OTCAX 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 (5.76%) compared to OTCAX (4.82%). In terms of maximum drawdown, OTCAX dropped -74.39% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.47 vs -0.17), 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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