TMDIX vs. SECUX
TMDIX (AMG TimesSquare Mid Cap Growth Fund) and SECUX (Guggenheim StylePlus - Mid Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, TMDIX returned 12.70%/yr vs 10.32%/yr for SECUX. Their correlation of 0.94 means they have usually moved in the same direction. TMDIX charges 0.98%/yr vs 1.42%/yr for SECUX.
Performance
TMDIX vs. SECUX - Performance Comparison
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Returns By Period
In the year-to-date period, TMDIX achieves a 4.53% return, which is significantly lower than SECUX's 10.67% return. Over the past 10 years, TMDIX has outperformed SECUX with an annualized return of 12.70%, while SECUX has yielded a comparatively lower 10.32% annualized return.
TMDIX
- 1D
- 2.45%
- 1M
- -3.41%
- 6M
- 5.22%
- YTD
- 4.53%
- 1Y
- -6.10%
- 3Y*
- 6.58%
- 5Y*
- 2.93%
- 10Y*
- 12.70%
- ALL TIME*
- 10.91%
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%
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 |
TMDIX vs. SECUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TMDIX AMG TimesSquare Mid Cap Growth Fund | 4.53% | -1.76% | 10.84% | 25.07% | -22.26% | 16.75% | 33.42% | 63.26% | -4.28% | 22.66% |
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% |
Correlation
The correlation between TMDIX and SECUX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.91 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2005 | 0.94 |
The correlation between TMDIX and SECUX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
TMDIX vs. SECUX — Risk / Return Rank
TMDIX
SECUX
TMDIX vs. SECUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG TimesSquare Mid Cap Growth Fund (TMDIX) and Guggenheim StylePlus - Mid Growth Fund (SECUX). 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.
| TMDIX | SECUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.09 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 0.88 | -1.19 |
| Martin ratioReturn relative to average drawdown | -0.61 | 2.73 | -3.34 |
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Drawdowns
TMDIX vs. SECUX - Drawdown Comparison
The maximum TMDIX drawdown since its inception was -48.73%, smaller than the maximum SECUX drawdown of -71.68%. Use the drawdown chart below to compare losses from any high point for TMDIX and SECUX.
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Drawdown Indicators
| TMDIX | SECUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.73% | -71.68% | +22.95% |
Max Drawdown (1Y)Largest decline over 1 year | -25.45% | -9.17% | -16.28% |
Max Drawdown (3Y)Largest decline over 3 years | -25.45% | -25.43% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -30.53% | -37.80% | +7.27% |
Max Drawdown (10Y)Largest decline over 10 years | -35.44% | -38.56% | +3.12% |
Current DrawdownCurrent decline from peak | -12.48% | -5.74% | -6.74% |
Average DrawdownAverage peak-to-trough decline | -7.19% | -18.34% | +11.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.95% | 2.97% | +9.98% |
Volatility
TMDIX vs. SECUX - Volatility Comparison
The current volatility for AMG TimesSquare Mid Cap Growth Fund (TMDIX) is 4.81%, while Guggenheim StylePlus - Mid Growth Fund (SECUX) has a volatility of 5.76%. This indicates that TMDIX experiences smaller price fluctuations and is considered to be less risky than SECUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TMDIX | SECUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 5.76% | -0.95% |
Volatility (6M)Calculated over the trailing 6-month period | 14.06% | 14.17% | -0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.64% | 17.24% | +3.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.59% | 21.63% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.11% | 21.23% | -0.12% |
TMDIX vs. SECUX - Expense Ratio Comparison
TMDIX has a 0.98% expense ratio, which is lower than SECUX's 1.42% expense ratio.
Dividends
TMDIX vs. SECUX - Dividend Comparison
Neither TMDIX nor SECUX has paid dividends to shareholders.
| Position | 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% |
TMDIX AMG TimesSquare Mid Cap Growth Fund | 0.00% | 0.00% | 8.08% | 3.98% | 3.69% | 29.72% | 18.28% | 31.06% | 16.38% | 14.44% | 5.90% | 7.73% |
Frequently Asked Questions
TMDIX and SECUX have a correlation of 0.90, 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 TMDIX (4.81%). In terms of maximum drawdown, TMDIX dropped -48.73% vs SECUX's -71.68%.
SECUX currently has the higher Sharpe Ratio (0.47 vs -0.39), 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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