RMQHX vs. SECUX
Compare and contrast key facts about Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) and Guggenheim StylePlus - Mid Growth Fund (SECUX).
RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014. SECUX is managed by Guggenheim. It was launched on Sep 17, 1969.
Performance
RMQHX vs. SECUX - Performance Comparison
Loading graphics...
RMQHX vs. SECUX - 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% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 1.72% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
Returns By Period
In the year-to-date period, RMQHX achieves a -12.99% return, which is significantly lower than SECUX's 1.72% return. Over the past 10 years, RMQHX has outperformed SECUX with an annualized return of 31.05%, while SECUX has yielded a comparatively lower 10.10% 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%
SECUX
- 1D
- 3.46%
- 1M
- -6.03%
- YTD
- 1.72%
- 6M
- 0.23%
- 1Y
- 10.47%
- 3Y*
- 11.15%
- 5Y*
- 3.34%
- 10Y*
- 10.10%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RMQHX vs. SECUX - Expense Ratio Comparison
RMQHX has a 1.27% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Return for Risk
RMQHX vs. SECUX — Risk / Return Rank
RMQHX
SECUX
RMQHX vs. SECUX - 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 - 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.
| RMQHX | SECUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.55 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.54 | 0.94 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 0.92 | +0.73 |
Martin ratioReturn relative to average drawdown | 5.65 | 3.61 | +2.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RMQHX | SECUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.55 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.16 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.48 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.25 | +0.39 |
Correlation
The correlation between RMQHX and SECUX is 0.83, 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. SECUX - Dividend Comparison
RMQHX's dividend yield for the trailing twelve months is around 39.96%, while SECUX has not paid dividends to shareholders.
| 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% |
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% |
Drawdowns
RMQHX vs. SECUX - Drawdown Comparison
The maximum RMQHX drawdown since its inception was -63.21%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for RMQHX and SECUX.
Loading graphics...
Drawdown Indicators
| RMQHX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.21% | -71.68% | +8.47% |
Max Drawdown (1Y)Largest decline over 1 year | -25.11% | -12.94% | -12.17% |
Max Drawdown (5Y)Largest decline over 5 years | -63.21% | -37.80% | -25.41% |
Max Drawdown (10Y)Largest decline over 10 years | -63.21% | -38.56% | -24.65% |
Current DrawdownCurrent decline from peak | -19.37% | -6.96% | -12.41% |
Average DrawdownAverage peak-to-trough decline | -13.01% | -18.49% | +5.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.31% | 3.29% | +4.02% |
Volatility
RMQHX vs. SECUX - Volatility Comparison
Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a higher volatility of 13.71% compared to Guggenheim StylePlus - Mid Growth Fund (SECUX) at 7.67%. This indicates that RMQHX'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.
Loading graphics...
Volatility by Period
| RMQHX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.71% | 7.67% | +6.04% |
Volatility (6M)Calculated over the trailing 6-month period | 26.24% | 12.41% | +13.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 47.80% | 21.02% | +26.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.30% | 21.42% | +24.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.36% | 21.12% | +25.24% |