SECEX vs. RMQHX
Compare and contrast key facts about Guggenheim StylePlus - Large Core Fund (SECEX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX).
SECEX is managed by Guggenheim. It was launched on Sep 10, 1962. RMQHX is a passively managed fund by Guggenheim that tracks the performance of the NASDAQ-100. It was launched on Nov 28, 2014.
Performance
SECEX vs. RMQHX - Performance Comparison
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SECEX vs. RMQHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECEX Guggenheim StylePlus - Large Core Fund | -5.20% | 16.04% | 25.74% | 26.72% | -21.98% | 28.21% | 17.76% | 29.62% | -7.18% | 21.99% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | -10.92% | 33.90% | 44.74% | 115.89% | -59.96% | 56.33% | 101.06% | 80.70% | -7.28% | 69.79% |
Returns By Period
In the year-to-date period, SECEX achieves a -5.20% return, which is significantly higher than RMQHX's -10.92% return. Over the past 10 years, SECEX has underperformed RMQHX with an annualized return of 12.83%, while RMQHX has yielded a comparatively higher 31.36% annualized return.
SECEX
- 1D
- 0.87%
- 1M
- -3.71%
- YTD
- -5.20%
- 6M
- -2.65%
- 1Y
- 14.50%
- 3Y*
- 17.57%
- 5Y*
- 10.23%
- 10Y*
- 12.83%
RMQHX
- 1D
- 2.38%
- 1M
- -6.20%
- YTD
- -10.92%
- 6M
- -9.72%
- 1Y
- 40.40%
- 3Y*
- 38.15%
- 5Y*
- 16.91%
- 10Y*
- 31.36%
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SECEX vs. RMQHX - Expense Ratio Comparison
SECEX has a 1.31% expense ratio, which is higher than RMQHX's 1.27% expense ratio.
Return for Risk
SECEX vs. RMQHX — Risk / Return Rank
SECEX
RMQHX
SECEX vs. RMQHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Large Core Fund (SECEX) and Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX). 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.
| SECEX | RMQHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | 0.89 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.56 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.78 | -0.46 |
Martin ratioReturn relative to average drawdown | 5.77 | 6.06 | -0.29 |
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
| SECEX | RMQHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | 0.89 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.37 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.68 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.65 | -0.36 |
Correlation
The correlation between SECEX and RMQHX 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
SECEX vs. RMQHX - Dividend Comparison
SECEX's dividend yield for the trailing twelve months is around 3.11%, less than RMQHX's 39.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECEX Guggenheim StylePlus - Large Core Fund | 3.11% | 2.95% | 23.10% | 2.50% | 40.57% | 4.58% | 9.21% | 1.57% | 22.52% | 18.80% | 1.94% | 12.32% |
RMQHX Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | 39.03% | 34.77% | 25.22% | 3.66% | 0.00% | 2.13% | 5.17% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SECEX vs. RMQHX - Drawdown Comparison
The maximum SECEX drawdown since its inception was -73.88%, which is greater than RMQHX's maximum drawdown of -63.21%. Use the drawdown chart below to compare losses from any high point for SECEX and RMQHX.
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Drawdown Indicators
| SECEX | RMQHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.88% | -63.21% | -10.67% |
Max Drawdown (1Y)Largest decline over 1 year | -10.23% | -24.97% | +14.74% |
Max Drawdown (5Y)Largest decline over 5 years | -27.55% | -63.21% | +35.66% |
Max Drawdown (10Y)Largest decline over 10 years | -35.59% | -63.21% | +27.62% |
Current DrawdownCurrent decline from peak | -6.80% | -17.45% | +10.65% |
Average DrawdownAverage peak-to-trough decline | -20.77% | -13.01% | -7.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.75% | 7.39% | -4.64% |
Volatility
SECEX vs. RMQHX - Volatility Comparison
The current volatility for Guggenheim StylePlus - Large Core Fund (SECEX) is 5.33%, while Rydex Monthly Rebalance NASDAQ-100 2x Strategy H (RMQHX) has a volatility of 13.88%. This indicates that SECEX experiences smaller price fluctuations and is considered to be less risky than RMQHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SECEX | RMQHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 13.88% | -8.55% |
Volatility (6M)Calculated over the trailing 6-month period | 9.50% | 26.35% | -16.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 47.85% | -29.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.97% | 46.28% | -29.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 46.36% | -28.29% |