SECUX vs. SECEX
SECUX (Guggenheim StylePlus - Mid Growth Fund) and SECEX (Guggenheim StylePlus - Large Core Fund) are both mutual funds - SECUX is a Mid Cap Growth Equities fund managed by Guggenheim, while SECEX is a Large Cap Blend Equities fund managed by Guggenheim. Over the past 10 years, SECUX returned 10.32%/yr vs 13.84%/yr for SECEX. Their correlation of 0.83 means they have usually moved in the same direction. SECUX charges 1.42%/yr vs 1.31%/yr for SECEX.
Performance
SECUX vs. SECEX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SECUX having a 10.67% return and SECEX slightly lower at 10.23%. Over the past 10 years, SECUX has underperformed SECEX with an annualized return of 10.32%, while SECEX has yielded a comparatively higher 13.84% annualized return.
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%
SECEX
- 1D
- 2.36%
- 1M
- -1.35%
- 6M
- 9.48%
- YTD
- 10.23%
- 1Y
- 22.22%
- 3Y*
- 19.10%
- 5Y*
- 11.55%
- 10Y*
- 13.84%
- ALL TIME*
- 5.73%
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 |
SECUX vs. SECEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECUX Guggenheim StylePlus - Mid Growth Fund | 10.67% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
SECEX Guggenheim StylePlus - Large Core Fund | 10.23% | 16.04% | 25.74% | 26.72% | -21.98% | 28.21% | 17.76% | 29.62% | -7.18% | 21.99% |
Correlation
The correlation between SECUX and SECEX is 0.80, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.88 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1990 | 0.83 |
The correlation between SECUX and SECEX has been stable across timeframes, ranging from 0.80 to 0.88 - a consistent structural relationship.
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Return for Risk
SECUX vs. SECEX — Risk / Return Rank
SECUX
SECEX
SECUX vs. SECEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Mid Growth Fund (SECUX) and Guggenheim StylePlus - Large Core Fund (SECEX). 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.
| SECUX | SECEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.25 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.95 | -1.07 |
| Martin ratioReturn relative to average drawdown | 2.73 | 7.80 | -5.07 |
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Drawdowns
SECUX vs. SECEX - Drawdown Comparison
The maximum SECUX drawdown since its inception was -71.68%, roughly equal to the maximum SECEX drawdown of -73.88%. Use the drawdown chart below to compare losses from any high point for SECUX and SECEX.
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Drawdown Indicators
| SECUX | SECEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -73.88% | +2.20% |
Max Drawdown (1Y)Largest decline over 1 year | -9.17% | -10.23% | +1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -25.43% | -18.34% | -7.09% |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | -27.55% | -10.25% |
Max Drawdown (10Y)Largest decline over 10 years | -38.56% | -35.59% | -2.97% |
Current DrawdownCurrent decline from peak | -5.74% | -3.97% | -1.77% |
Average DrawdownAverage peak-to-trough decline | -18.34% | -20.60% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.55% | +0.42% |
Volatility
SECUX vs. SECEX - Volatility Comparison
Guggenheim StylePlus - Mid Growth Fund (SECUX) has a higher volatility of 5.76% compared to Guggenheim StylePlus - Large Core Fund (SECEX) at 4.56%. This indicates that SECUX's price experiences larger fluctuations and is considered to be riskier than SECEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SECUX | SECEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.56% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.17% | 11.79% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.24% | 14.23% | +3.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.63% | 17.30% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 18.19% | +3.04% |
SECUX vs. SECEX - Expense Ratio Comparison
SECUX has a 1.42% expense ratio, which is higher than SECEX's 1.31% expense ratio.
Dividends
SECUX vs. SECEX - Dividend Comparison
SECUX has not paid dividends to shareholders, while SECEX's dividend yield for the trailing twelve months is around 2.68%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SECEX Guggenheim StylePlus - Large Core Fund | 2.68% | 2.95% | 23.10% | 2.50% | 40.57% | 4.58% | 9.21% | 1.57% | 22.52% | 18.80% | 1.94% | 12.32% |
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
SECUX and SECEX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SECUX has higher volatility (5.76%) compared to SECEX (4.56%). In terms of maximum drawdown, SECUX dropped -71.68% vs SECEX's -73.88%.
SECEX currently has the higher Sharpe Ratio (1.40 vs 0.47), 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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