BGRIX vs. WWNPX
BGRIX (Baron Growth Fund Institutional Shares) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, BGRIX returned 7.46%/yr vs 18.41%/yr for WWNPX. Their 0.59 correlation means they have sometimes moved together and sometimes differently. BGRIX charges 1.05%/yr vs 1.64%/yr for WWNPX.
Performance
BGRIX vs. WWNPX - Performance Comparison
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Returns By Period
In the year-to-date period, BGRIX achieves a -6.83% return, which is significantly lower than WWNPX's 23.83% return. Over the past 10 years, BGRIX has underperformed WWNPX with an annualized return of 7.46%, while WWNPX has yielded a comparatively higher 18.41% annualized return.
BGRIX
- 1D
- 0.77%
- 1M
- 2.33%
- 6M
- 1.19%
- YTD
- -6.83%
- 1Y
- -15.40%
- 3Y*
- -4.53%
- 5Y*
- -4.37%
- 10Y*
- 7.46%
- ALL TIME*
- 10.49%
WWNPX
- 1D
- 0.58%
- 1M
- 0.46%
- 6M
- 12.04%
- YTD
- 23.83%
- 1Y
- 11.65%
- 3Y*
- 25.28%
- 5Y*
- 15.20%
- 10Y*
- 18.41%
- ALL TIME*
- 11.94%
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 |
BGRIX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | -6.83% | -14.21% | 4.90% | 14.97% | -22.35% | 20.13% | 33.10% | 40.54% | -2.68% | 27.45% |
WWNPX Kinetics Paradigm Fund | 23.83% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Correlation
The correlation between BGRIX and WWNPX is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.36 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.44 |
Correlation (All Time) Calculated using the full available price history since May 29, 2009 | 0.59 |
Over the past year, the correlation between BGRIX and WWNPX has dropped to 0.06 - well below their long-term average of 0.59, suggesting their price drivers have been diverging.
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Return for Risk
BGRIX vs. WWNPX — Risk / Return Rank
BGRIX
WWNPX
BGRIX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Kinetics Paradigm Fund (WWNPX). 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.
| BGRIX | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.52 | ||
| Omega ratioGain probability vs. loss probability | 0.91 | 1.10 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.56 | 0.50 | -1.06 |
| Martin ratioReturn relative to average drawdown | -0.93 | 1.12 | -2.05 |
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Drawdowns
BGRIX vs. WWNPX - Drawdown Comparison
The maximum BGRIX drawdown since its inception was -41.12%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for BGRIX and WWNPX.
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Drawdown Indicators
| BGRIX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -67.87% | +26.75% |
Max Drawdown (1Y)Largest decline over 1 year | -23.63% | -27.71% | +4.08% |
Max Drawdown (3Y)Largest decline over 3 years | -32.70% | -41.13% | +8.43% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -41.13% | +6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -43.51% | +2.39% |
Current DrawdownCurrent decline from peak | -26.33% | -24.95% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -13.98% | +6.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.61% | 12.31% | +2.30% |
Volatility
BGRIX vs. WWNPX - Volatility Comparison
Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 10.20% compared to Kinetics Paradigm Fund (WWNPX) at 6.96%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRIX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.20% | 6.96% | +3.24% |
Volatility (6M)Calculated over the trailing 6-month period | 19.45% | 26.68% | -7.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.85% | 34.21% | -11.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.91% | 33.12% | -12.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.47% | 28.85% | -7.38% |
BGRIX vs. WWNPX - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
BGRIX vs. WWNPX - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 21.17%, more than WWNPX's 6.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | 21.17% | 19.72% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.37% |
WWNPX Kinetics Paradigm Fund | 6.63% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BGRIX and WWNPX have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRIX has higher volatility (10.20%) compared to WWNPX (6.96%). In terms of maximum drawdown, BGRIX dropped -41.12% vs WWNPX's -67.87%.
WWNPX currently has the higher Sharpe Ratio (0.40 vs -0.60), 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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