RMQHX vs. SECEX
Compare and contrast key facts about Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) and Guggenheim StylePlus - Large Core Fund (SECEX).
RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014. SECEX is managed by Guggenheim. It was launched on Sep 10, 1962.
Performance
RMQHX vs. SECEX - Performance Comparison
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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 | -12.99% | 33.90% | 44.74% | 115.89% | -59.96% | 56.33% | 101.06% | 80.70% | -7.28% | 69.79% |
SECEX Guggenheim StylePlus - Large Core Fund | -6.02% | 16.04% | 25.74% | 26.72% | -21.98% | 28.21% | 17.76% | 29.62% | -7.18% | 21.99% |
Returns By Period
In the year-to-date period, RMQHX achieves a -12.99% return, which is significantly lower than SECEX's -6.02% return. Over the past 10 years, RMQHX has outperformed SECEX with an annualized return of 31.05%, while SECEX has yielded a comparatively lower 12.73% annualized return.
RMQHX
- 1D
- 7.46%
- 1M
- -10.36%
- YTD
- -12.99%
- 6M
- -11.17%
- 1Y
- 39.17%
- 3Y*
- 37.08%
- 5Y*
- 16.36%
- 10Y*
- 31.05%
SECEX
- 1D
- 2.92%
- 1M
- -5.33%
- YTD
- -6.02%
- 6M
- -3.40%
- 1Y
- 14.26%
- 3Y*
- 17.23%
- 5Y*
- 10.04%
- 10Y*
- 12.73%
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RMQHX vs. SECEX - Expense Ratio Comparison
RMQHX has a 1.27% expense ratio, which is lower than SECEX's 1.31% expense ratio.
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.
| RMQHX | SECEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.83 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.54 | 1.30 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.30 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.65 | 5.71 | -0.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RMQHX | SECEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.83 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.59 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.29 | +0.36 |
Correlation
The correlation between RMQHX and SECEX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RMQHX vs. SECEX - Dividend Comparison
RMQHX's dividend yield for the trailing twelve months is around 39.96%, more than SECEX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 39.96% | 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 | 3.14% | 2.95% | 23.10% | 2.50% | 40.57% | 4.58% | 9.21% | 1.57% | 22.52% | 18.80% | 1.94% | 12.32% |
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 | -25.11% | -11.96% | -13.15% |
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 | -19.37% | -7.61% | -11.76% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -20.77% | +7.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 2.71% | +4.60% |
Volatility
RMQHX vs. SECEX - Volatility Comparison
Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a higher volatility of 13.71% compared to Guggenheim StylePlus - Large Core Fund (SECEX) at 5.25%. 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 | 13.71% | 5.25% | +8.46% |
Volatility (6M)Calculated over the trailing 6-month period | 26.24% | 9.46% | +16.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.80% | 18.06% | +29.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.30% | 16.98% | +29.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.36% | 18.07% | +28.29% |