BQMGX vs. KMKAX
Compare and contrast key facts about Bright Rock Mid Cap Growth Fund (BQMGX) and Kinetics Market Opportunities Fund (KMKAX).
BQMGX is managed by Bright Rock. It was launched on May 26, 2010. KMKAX is managed by Kinetics. It was launched on Jan 31, 2006.
Performance
BQMGX vs. KMKAX - Performance Comparison
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BQMGX vs. KMKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | -5.31% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
KMKAX Kinetics Market Opportunities Fund | 22.43% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 46.89% |
Returns By Period
In the year-to-date period, BQMGX achieves a -5.31% return, which is significantly lower than KMKAX's 22.43% return. Over the past 10 years, BQMGX has underperformed KMKAX with an annualized return of 8.92%, while KMKAX has yielded a comparatively higher 20.79% annualized return.
BQMGX
- 1D
- 1.78%
- 1M
- -7.93%
- YTD
- -5.31%
- 6M
- -7.79%
- 1Y
- -1.87%
- 3Y*
- 4.14%
- 5Y*
- 3.34%
- 10Y*
- 8.92%
KMKAX
- 1D
- 1.40%
- 1M
- -7.66%
- YTD
- 22.43%
- 6M
- 11.30%
- 1Y
- 6.24%
- 3Y*
- 32.07%
- 5Y*
- 14.91%
- 10Y*
- 20.79%
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BQMGX vs. KMKAX - Expense Ratio Comparison
BQMGX has a 1.07% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Return for Risk
BQMGX vs. KMKAX — Risk / Return Rank
BQMGX
KMKAX
BQMGX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bright Rock Mid Cap Growth Fund (BQMGX) and Kinetics Market Opportunities Fund (KMKAX). 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.
| BQMGX | KMKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.09 | 0.31 | -0.40 |
Sortino ratioReturn per unit of downside risk | -0.01 | 0.60 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.08 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.05 | 0.41 | -0.46 |
Martin ratioReturn relative to average drawdown | -0.14 | 0.76 | -0.89 |
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
| BQMGX | KMKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.09 | 0.31 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.57 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.89 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.07 |
Correlation
The correlation between BQMGX and KMKAX is 0.56, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BQMGX vs. KMKAX - Dividend Comparison
BQMGX's dividend yield for the trailing twelve months is around 4.35%, more than KMKAX's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.35% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
KMKAX Kinetics Market Opportunities Fund | 0.50% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% | 0.00% | 0.00% |
Drawdowns
BQMGX vs. KMKAX - Drawdown Comparison
The maximum BQMGX drawdown since its inception was -36.05%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for BQMGX and KMKAX.
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Drawdown Indicators
| BQMGX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.05% | -65.57% | +29.52% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -19.64% | +8.02% |
Max Drawdown (5Y)Largest decline over 5 years | -25.92% | -31.56% | +5.64% |
Max Drawdown (10Y)Largest decline over 10 years | -36.05% | -31.56% | -4.49% |
Current DrawdownCurrent decline from peak | -11.07% | -10.45% | -0.62% |
Average DrawdownAverage peak-to-trough decline | -5.83% | -15.53% | +9.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 10.65% | -6.80% |
Volatility
BQMGX vs. KMKAX - Volatility Comparison
The current volatility for Bright Rock Mid Cap Growth Fund (BQMGX) is 4.65%, while Kinetics Market Opportunities Fund (KMKAX) has a volatility of 7.05%. This indicates that BQMGX experiences smaller price fluctuations and is considered to be less risky than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BQMGX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 7.05% | -2.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 17.86% | -8.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.98% | 24.60% | -8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 26.44% | -9.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.97% | 23.39% | -5.42% |