Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SECUX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND A-CLASS) | 4.46% | 13.23% | 1.96% | -2.20% | 4.14% | 7.44% | 4.89% | 4.12% |
Data as of 07/25/2025, AR inception is 01/02/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECUX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND A-CLASS) | 01/02/1980 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.29 | 13.23 | 1.96 | -2.20 | 4.14 | 7.44 | 4.89 | 4.12 | 4.46 | 17.22 | 23.50 | -48.52 | 6.29 | 15.17 | 33.88 | -8.73 | 24.15 | 8.74 | -1.53 | 12.29 | 29.78 | 14.94 | -4.79 | 23.55 | 42.95 | -40.53 | -9.73 | 5.51 | 7.15 | 9.60 | 56.00 | -27.60 | -14.60 | 16.43 | 53.61 | -7.07 | 11.42 | 9.64 | 4.04 | -8.49 | -4.33 | 3.67 | 55.93 | -30.99 | 4.75 | 22.51 | -20.57 | -20.50 | 13.44 | -2.49 | -13.79 | 26.25 | -32.85 | 62.62 |
| Sharpe Ratio | NA | 0.45 | -0.05 | -0.14 | 0.10 | NA | NA | 0.05 | 0.20 | 0.65 | 1.16 | -1.03 | 0.30 | 0.39 | 2.24 | -0.54 | 2.81 | 0.56 | -0.10 | 0.92 | 2.38 | 0.95 | -0.17 | 1.10 | 1.48 | -1.00 | -0.73 | 0.12 | 0.30 | 0.45 | 2.73 | -0.99 | -0.60 | 0.38 | 2.46 | -0.35 | 0.38 | 0.30 | 0.01 | -1.05 | -0.39 | 0.09 | 2.92 | -1.55 | -0.07 | 1.20 | -0.71 | -0.84 | 0.60 | -1.00 | -0.70 | 1.10 | -1.68 | 2.02 |
| Standard Deviation(%) | NA | 22.29 | 29.52 | 28.23 | 24.77 | NA | NA | 23.05 | 25.18 | 16.30 | 16.73 | 48.48 | 20.76 | 37.92 | 14.50 | 18.59 | 8.41 | 15.21 | 15.32 | 13.39 | 12.49 | 15.86 | 29.14 | 21.37 | 28.94 | 41.36 | 17.49 | 18.47 | 16.33 | 19.42 | 20.24 | 28.88 | 28.57 | 32.45 | 20.45 | 29.92 | 20.60 | 20.08 | 18.77 | 10.86 | 16.53 | 13.84 | 17.78 | 23.26 | 14.10 | 14.75 | 34.59 | 29.32 | 13.64 | 9.14 | 28.42 | 16.98 | 25.39 | 26.94 |
| Draw Down(%) | NA | 23.53 | 37.80 | 55.22 | 55.22 | NA | NA | 66.03 | 22.07 | 9.95 | 14.40 | 49.42 | 15.81 | 38.56 | 7.00 | 23.43 | 3.36 | 13.77 | 13.03 | 10.19 | 6.89 | 11.63 | 23.61 | 18.44 | 20.56 | 53.86 | 16.58 | 19.11 | 15.09 | 23.72 | 13.86 | 41.25 | 38.22 | 25.02 | 9.84 | 31.19 | 15.99 | 18.71 | 19.08 | 17.88 | 14.79 | 24.02 | 11.87 | 46.88 | 17.55 | 9.53 | 46.04 | 33.03 | 11.39 | 10.96 | 36.25 | 14.12 | 36.58 | 28.90 |
| Yield(%) | 0.00 | 2.71 | 0.85 | 0.43 | 4.95 | 7.43 | 4.98 | 5.14 | 0.00 | 2.98 | 0.00 | 0.00 | 0.00 | 0.00 | 2.84 | 19.83 | 14.07 | 0.65 | 12.47 | 11.76 | 10.91 | 0.00 | 0.00 | 0.52 | 0.00 | 0.61 | 18.96 | 10.52 | 8.22 | 6.16 | 4.94 | 0.00 | 0.47 | 10.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 01/02/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECUX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND A-CLASS) |
-22.37%
Feb 2006 - Feb 2009 |
-14.31%
Oct 1985 - Oct 1990 |
-8.53%
Oct 1980 - Oct 1990 |
-2.68%
Dec 1980 - Dec 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECUX (GUGGENHEIM STYLEPLUS - MID GROWTH FUND A-CLASS) |
28.24%
Feb 2009 - Feb 2012 |
23.80%
Feb 2009 - Feb 2014 |
16.27%
Feb 2009 - Feb 2019 |
10.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart