SECUX vs. UPRO

In the year-to-date period, SECUX achieves a -0.83% return, which is significantly higher than UPRO's -9.79% return. Over the past 10 years, SECUX has underperformed UPRO with an annualized return of 9.20%, while UPRO has yielded a comparatively higher 21.55% annualized return.

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SECUX has a 1.42% expense ratio, which is higher than UPRO's 0.92% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Guggenheim StylePlus - Mid Growth Fund (SECUX) and ProShares UltraPro S&P 500 (UPRO). 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.

The current SECUX Sharpe Ratio is 0.42, which is higher than the UPRO Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of SECUX and UPRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SECUX's dividend yield for the trailing twelve months is around 2.59%, more than UPRO's 1.11% yield.

The maximum SECUX drawdown since its inception was -67.42%, smaller than the maximum UPRO drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for SECUX and UPRO.

The current volatility for Guggenheim StylePlus - Mid Growth Fund (SECUX) is 5.64%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 14.24%. This indicates that SECUX experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.