RPTTX vs. SECUX
RPTTX (T. Rowe Price Diversified Mid Cap Growth I) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, RPTTX returned 5.32%/yr vs 3.41%/yr for SECUX. Their 0.97 correlation means they have historically moved very closely together. RPTTX charges 0.67%/yr vs 1.42%/yr for SECUX.
Performance
RPTTX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, RPTTX achieves a 1.95% return, which is significantly lower than SECUX's 10.67% return.
RPTTX
- 1D
- 2.45%
- 1M
- -3.50%
- 6M
- 2.17%
- YTD
- 1.95%
- 1Y
- 1.08%
- 3Y*
- 12.86%
- 5Y*
- 5.32%
- 10Y*
- —
- ALL TIME*
- 12.23%
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 |
RPTTX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | 1.95% | 10.48% | 23.99% | 21.00% | -24.50% | 13.69% | 32.02% | 38.08% | -3.02% | 13.20% |
SECUX Guggenheim StylePlus - Mid Growth Fund | 10.67% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 14.42% |
Correlation
The correlation between RPTTX and SECUX is 0.90, 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. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (All Time) Calculated using the full available price history since May 4, 2017 | 0.97 |
The correlation between RPTTX and SECUX has been stable across timeframes, ranging from 0.90 to 0.97 - a consistent structural relationship.
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Return for Risk
RPTTX vs. SECUX — Risk / Return Rank
RPTTX
SECUX
RPTTX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Diversified Mid Cap Growth I (RPTTX) 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.
| RPTTX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.73 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.09 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | -0.06 | 0.88 | -0.94 |
| Martin ratioReturn relative to average drawdown | -0.17 | 2.73 | -2.90 |
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Drawdowns
RPTTX vs. SECUX - Drawdown Comparison
The maximum RPTTX drawdown since its inception was -35.91%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for RPTTX and SECUX.
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Drawdown Indicators
| RPTTX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -71.68% | +35.77% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -9.17% | -4.91% |
Max Drawdown (3Y)Largest decline over 3 years | -25.04% | -25.43% | +0.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -37.80% | +2.18% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.56% | — |
Current DrawdownCurrent decline from peak | -5.85% | -5.74% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -8.35% | -18.34% | +9.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.70% | 2.97% | +1.73% |
Volatility
RPTTX vs. SECUX - Volatility Comparison
The current volatility for T. Rowe Price Diversified Mid Cap Growth I (RPTTX) is 5.22%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.76%. This indicates that RPTTX 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
| RPTTX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 5.76% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 14.46% | 14.17% | +0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.03% | 17.24% | +0.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.02% | 21.63% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.03% | 21.23% | +0.80% |
RPTTX vs. SECUX - Expense Ratio Comparison
RPTTX has a 0.67% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
RPTTX vs. SECUX - Dividend Comparison
RPTTX's dividend yield for the trailing twelve months is around 7.74%, while SECUX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | 7.74% | 7.89% | 8.53% | 6.85% | 1.22% | 10.29% | 4.89% | 2.13% | 5.38% | 3.81% | 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% |
Frequently Asked Questions
With a correlation of 0.90, RPTTX 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 RPTTX (5.22%). In terms of maximum drawdown, RPTTX dropped -35.91% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.47 vs -0.04), 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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