RMQHX vs. SECEX
RMQHX (Rydex Monthly Rebalance NASDAQ-100 2x Strategy H) and SECEX (Guggenheim StylePlus - Large Core Fund) are both mutual funds - RMQHX is a Leveraged Equities fund tracking the NASDAQ-100, while SECEX is a Large Cap Blend Equities fund managed by Guggenheim. Over the past 10 years, RMQHX returned 34.05%/yr vs 13.96%/yr for SECEX. Their correlation of 0.90 means they have usually moved in the same direction. RMQHX charges 1.27%/yr vs 1.31%/yr for SECEX.
Performance
RMQHX vs. SECEX - Performance Comparison
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Returns By Period
In the year-to-date period, RMQHX achieves a 17.70% return, which is significantly higher than SECEX's 10.66% return. Over the past 10 years, RMQHX has outperformed SECEX with an annualized return of 34.05%, while SECEX has yielded a comparatively lower 13.96% annualized return.
RMQHX
- 1D
- 1.29%
- 1M
- -7.73%
- 6M
- 13.82%
- YTD
- 17.70%
- 1Y
- 41.24%
- 3Y*
- 36.07%
- 5Y*
- 18.24%
- 10Y*
- 34.05%
- ALL TIME*
- 31.71%
SECEX
- 1D
- 0.39%
- 1M
- -0.96%
- 6M
- 9.44%
- YTD
- 10.66%
- 1Y
- 22.70%
- 3Y*
- 19.37%
- 5Y*
- 11.64%
- 10Y*
- 13.96%
- 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 |
RMQHX vs. SECEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 17.70% | 33.90% | 44.74% | 115.89% | -59.96% | 56.33% | 101.06% | 80.70% | -7.28% | 69.79% |
SECEX Guggenheim StylePlus - Large Core Fund | 10.66% | 16.04% | 25.74% | 26.72% | -21.98% | 28.21% | 17.76% | 29.62% | -7.18% | 21.99% |
Correlation
The correlation between RMQHX and SECEX is 0.95, 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. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.90 |
The correlation between RMQHX and SECEX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
RMQHX vs. SECEX — Risk / Return Rank
RMQHX
SECEX
RMQHX vs. SECEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) and Guggenheim StylePlus - Large Core Fund (SECEX). 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.
| RMQHX | SECEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.54 | ||
| Sortino ratioReturn per unit of downside risk | -0.63 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.03 | -0.59 |
| Martin ratioReturn relative to average drawdown | 4.41 | 8.09 | -3.67 |
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Drawdowns
RMQHX vs. SECEX - Drawdown Comparison
The maximum RMQHX drawdown since its inception was -63.21%, smaller than the maximum SECEX drawdown of -73.88%. Use the drawdown chart below to compare losses from any high point for RMQHX and SECEX.
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Drawdown Indicators
| RMQHX | SECEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.21% | -73.88% | +10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -24.97% | -10.23% | -14.74% |
Max Drawdown (3Y)Largest decline over 3 years | -42.46% | -18.34% | -24.12% |
Max Drawdown (5Y)Largest decline over 5 years | -63.21% | -27.55% | -35.66% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -35.59% | -27.62% |
Current DrawdownCurrent decline from peak | -16.01% | -3.60% | -12.41% |
Average DrawdownAverage peak-to-trough decline | -12.81% | -20.60% | +7.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.11% | 2.56% | +5.55% |
Volatility
RMQHX vs. SECEX - Volatility Comparison
Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a higher volatility of 14.50% compared to Guggenheim StylePlus - Large Core Fund (SECEX) at 4.41%. This indicates that RMQHX's price experiences larger fluctuations and is considered to be riskier than SECEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RMQHX | SECEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.50% | 4.41% | +10.09% |
Volatility (6M)Calculated over the trailing 6-month period | 32.55% | 11.79% | +20.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.25% | 14.23% | +25.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.26% | 17.29% | +29.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.84% | 18.19% | +28.65% |
RMQHX vs. SECEX - Expense Ratio Comparison
RMQHX has a 1.27% expense ratio, which is lower than SECEX's 1.31% expense ratio.
Dividends
RMQHX vs. SECEX - Dividend Comparison
RMQHX's dividend yield for the trailing twelve months is around 29.54%, more than SECEX's 2.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 29.54% | 34.77% | 25.22% | 3.66% | 0.00% | 2.13% | 5.17% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
SECEX Guggenheim StylePlus - Large Core Fund | 2.67% | 2.95% | 23.10% | 2.50% | 40.57% | 4.58% | 9.21% | 1.57% | 22.52% | 18.80% | 1.94% | 12.32% |
Frequently Asked Questions
With a correlation of 0.95, RMQHX and SECEX 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.
RMQHX has higher volatility (14.50%) compared to SECEX (4.41%). In terms of maximum drawdown, RMQHX dropped -63.21% vs SECEX's -73.88%.
SECEX currently has the higher Sharpe Ratio (1.46 vs 0.91), 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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