SECUX vs. UPRO
Compare and contrast key facts about Guggenheim StylePlus - Mid Growth Fund (SECUX) and ProShares UltraPro S&P 500 (UPRO).
SECUX is managed by Guggenheim. It was launched on Sep 17, 1969. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009.
Performance
SECUX vs. UPRO - Performance Comparison
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SECUX vs. UPRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SECUX Guggenheim StylePlus - Mid Growth Fund | -1.69% | 1.86% | 14.29% | 26.43% | -28.33% | 13.39% | 31.95% | 32.44% | -7.76% | 24.15% |
UPRO ProShares UltraPro S&P 500 | -16.03% | 31.88% | 63.57% | 68.53% | -56.84% | 98.64% | 10.09% | 102.30% | -25.11% | 71.37% |
Returns By Period
In the year-to-date period, SECUX achieves a -1.69% return, which is significantly higher than UPRO's -16.03% return. Over the past 10 years, SECUX has underperformed UPRO with an annualized return of 9.72%, while UPRO has yielded a comparatively higher 25.25% annualized return.
SECUX
- 1D
- -1.74%
- 1M
- -8.16%
- YTD
- -1.69%
- 6M
- -3.52%
- 1Y
- 7.79%
- 3Y*
- 9.89%
- 5Y*
- 3.03%
- 10Y*
- 9.72%
UPRO
- 1D
- 8.61%
- 1M
- -15.71%
- YTD
- -16.03%
- 6M
- -12.57%
- 1Y
- 32.51%
- 3Y*
- 37.29%
- 5Y*
- 16.63%
- 10Y*
- 25.25%
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SECUX vs. UPRO - Expense Ratio Comparison
SECUX has a 1.42% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Return for Risk
SECUX vs. UPRO — Risk / Return Rank
SECUX
UPRO
SECUX vs. UPRO - Risk-Adjusted Trends Comparison
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.
| SECUX | UPRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.60 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.72 | 1.18 | -0.46 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.18 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.04 | -0.58 |
Martin ratioReturn relative to average drawdown | 1.84 | 4.18 | -2.34 |
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 | UPRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.60 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.33 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.59 | -0.35 |
Correlation
The correlation between SECUX and UPRO 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
SECUX vs. UPRO - Dividend Comparison
SECUX has not paid dividends to shareholders, while UPRO's dividend yield for the trailing twelve months is around 1.04%.
| 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% |
UPRO ProShares UltraPro S&P 500 | 1.04% | 0.84% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% |
Drawdowns
SECUX vs. UPRO - Drawdown Comparison
The maximum SECUX drawdown since its inception was -71.68%, 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.
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Drawdown Indicators
| SECUX | UPRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.68% | -76.82% | +5.14% |
Max Drawdown (1Y)Largest decline over 1 year | -12.94% | -33.38% | +20.44% |
Max Drawdown (5Y)Largest decline over 5 years | -37.80% | -63.94% | +26.14% |
Max Drawdown (10Y)Largest decline over 10 years | -38.56% | -76.82% | +38.26% |
Current DrawdownCurrent decline from peak | -10.07% | -20.48% | +10.41% |
Average DrawdownAverage peak-to-trough decline | -18.49% | -14.53% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 8.33% | -5.07% |
Volatility
SECUX vs. UPRO - Volatility Comparison
The current volatility for Guggenheim StylePlus - Mid Growth Fund (SECUX) is 6.80%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 15.89%. 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.
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Volatility by Period
| SECUX | UPRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 15.89% | -9.09% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 28.41% | -16.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.78% | 54.34% | -33.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.38% | 50.34% | -28.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 53.70% | -32.60% |