SECIX vs. HDCTX
Compare and contrast key facts about Guggenheim Large Cap Value Fund (SECIX) and Rational Equity Armor Fund (HDCTX).
SECIX is managed by Guggenheim. It was launched on Aug 7, 1944. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
SECIX vs. HDCTX - Performance Comparison
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SECIX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECIX Guggenheim Large Cap Value Fund | -3.42% | 13.92% | 3.94% | 9.03% | -1.58% | 27.12% | 2.60% | 21.44% | -10.05% | 15.33% |
HDCTX Rational Equity Armor Fund | -2.29% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, SECIX achieves a -3.42% return, which is significantly lower than HDCTX's -2.29% return. Over the past 10 years, SECIX has outperformed HDCTX with an annualized return of 8.96%, while HDCTX has yielded a comparatively lower 4.36% annualized return.
SECIX
- 1D
- 0.00%
- 1M
- -6.47%
- YTD
- -3.42%
- 6M
- -0.35%
- 1Y
- 9.43%
- 3Y*
- 7.64%
- 5Y*
- 6.43%
- 10Y*
- 8.96%
HDCTX
- 1D
- -0.54%
- 1M
- -4.07%
- YTD
- -2.29%
- 6M
- -2.29%
- 1Y
- 12.17%
- 3Y*
- 10.69%
- 5Y*
- 5.11%
- 10Y*
- 4.36%
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SECIX vs. HDCTX - Expense Ratio Comparison
SECIX has a 1.15% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
SECIX vs. HDCTX — Risk / Return Rank
SECIX
HDCTX
SECIX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim Large Cap Value Fund (SECIX) and Rational Equity Armor Fund (HDCTX). 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.
| SECIX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.14 | -0.47 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.66 | -0.61 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.63 | -0.88 |
Martin ratioReturn relative to average drawdown | 3.52 | 4.43 | -0.91 |
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
| SECIX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.14 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.49 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.38 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.36 | -0.12 |
Correlation
The correlation between SECIX and HDCTX 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
SECIX vs. HDCTX - Dividend Comparison
SECIX's dividend yield for the trailing twelve months is around 15.08%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECIX Guggenheim Large Cap Value Fund | 15.08% | 14.56% | 3.80% | 12.08% | 9.42% | 6.96% | 7.12% | 7.69% | 6.34% | 8.25% | 3.23% | 8.36% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
SECIX vs. HDCTX - Drawdown Comparison
The maximum SECIX drawdown since its inception was -62.58%, which is greater than HDCTX's maximum drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for SECIX and HDCTX.
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Drawdown Indicators
| SECIX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.58% | -59.05% | -3.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -6.95% | -4.55% |
Max Drawdown (5Y)Largest decline over 5 years | -23.37% | -18.22% | -5.15% |
Max Drawdown (10Y)Largest decline over 10 years | -38.54% | -19.43% | -19.11% |
Current DrawdownCurrent decline from peak | -6.47% | -6.95% | +0.48% |
Average DrawdownAverage peak-to-trough decline | -16.55% | -6.45% | -10.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.46% | 2.56% | -0.10% |
Volatility
SECIX vs. HDCTX - Volatility Comparison
Guggenheim Large Cap Value Fund (SECIX) has a higher volatility of 3.28% compared to Rational Equity Armor Fund (HDCTX) at 1.82%. This indicates that SECIX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SECIX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.28% | 1.82% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 7.62% | 6.23% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.44% | 11.05% | +4.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.68% | 10.49% | +6.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.63% | 11.44% | +7.19% |