SECUX vs. GIBIX
Compare and contrast key facts about Guggenheim StylePlus - Mid Growth Fund (SECUX) and Guggenheim Total Return Bond Fund (GIBIX).
SECUX is managed by Guggenheim. It was launched on Sep 17, 1969. GIBIX is managed by Guggenheim. It was launched on Nov 30, 2011.
Performance
SECUX vs. GIBIX - Performance Comparison
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SECUX vs. GIBIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
GIBIX Guggenheim Total Return Bond Fund | -0.52% | 8.22% | 3.18% | 7.45% | -16.38% | -0.58% | 14.94% | 4.45% | 0.89% | 6.50% |
Returns By Period
In the year-to-date period, SECUX achieves a 1.72% return, which is significantly higher than GIBIX's -0.52% return. Over the past 10 years, SECUX has outperformed GIBIX with an annualized return of 10.10%, while GIBIX has yielded a comparatively lower 2.96% annualized return.
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%
GIBIX
- 1D
- 0.21%
- 1M
- -1.85%
- YTD
- -0.52%
- 6M
- 0.34%
- 1Y
- 4.30%
- 3Y*
- 4.73%
- 5Y*
- 0.59%
- 10Y*
- 2.96%
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SECUX vs. GIBIX - Expense Ratio Comparison
SECUX has a 1.42% expense ratio, which is higher than GIBIX's 0.50% expense ratio.
Return for Risk
SECUX vs. GIBIX — Risk / Return Rank
SECUX
GIBIX
SECUX vs. GIBIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Mid Growth Fund (SECUX) and Guggenheim Total Return Bond Fund (GIBIX). 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.
| SECUX | GIBIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.09 | -0.54 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.57 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.92 | 1.92 | -1.00 |
Martin ratioReturn relative to average drawdown | 3.61 | 5.96 | -2.35 |
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
| SECUX | GIBIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.09 | -0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.10 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.63 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.92 | -0.67 |
Correlation
The correlation between SECUX and GIBIX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SECUX vs. GIBIX - Dividend Comparison
SECUX has not paid dividends to shareholders, while GIBIX's dividend yield for the trailing twelve months is around 4.66%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
GIBIX Guggenheim Total Return Bond Fund | 4.66% | 5.03% | 4.71% | 4.44% | 3.08% | 3.36% | 4.80% | 2.38% | 3.25% | 3.38% | 4.68% | 4.39% |
Drawdowns
SECUX vs. GIBIX - Drawdown Comparison
The maximum SECUX drawdown since its inception was -71.68%, which is greater than GIBIX's maximum drawdown of -21.44%. Use the drawdown chart below to compare losses from any high point for SECUX and GIBIX.
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Drawdown Indicators
| SECUX | GIBIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -21.44% | -50.24% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -2.99% | -9.95% |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | -21.44% | -16.36% |
Max Drawdown (10Y)Largest decline over 10 years | -38.56% | -21.44% | -17.12% |
Current DrawdownCurrent decline from peak | -6.96% | -2.30% | -4.66% |
Average DrawdownAverage peak-to-trough decline | -18.49% | -3.44% | -15.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 0.96% | +2.33% |
Volatility
SECUX vs. GIBIX - Volatility Comparison
Guggenheim StylePlus - Mid Growth Fund (SECUX) has a higher volatility of 7.67% compared to Guggenheim Total Return Bond Fund (GIBIX) at 1.58%. This indicates that SECUX's price experiences larger fluctuations and is considered to be riskier than GIBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SECUX | GIBIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.67% | 1.58% | +6.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 2.54% | +9.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.02% | 4.34% | +16.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.42% | 5.81% | +15.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 4.74% | +16.38% |