DRMCX vs. WWNPX
DRMCX (Virtus Mid-Cap Growth Fund) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, DRMCX returned 15.40%/yr vs 17.86%/yr for WWNPX. A 0.65 correlation means they provide meaningful diversification when combined. DRMCX charges 0.83%/yr vs 1.64%/yr for WWNPX.
Performance
DRMCX vs. WWNPX - Performance Comparison
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Returns By Period
In the year-to-date period, DRMCX achieves a 14.57% return, which is significantly higher than WWNPX's 12.75% return. Over the past 10 years, DRMCX has underperformed WWNPX with an annualized return of 15.40%, while WWNPX has yielded a comparatively higher 17.86% annualized return.
DRMCX
- 1D
- 0.15%
- 1M
- 4.11%
- YTD
- 14.57%
- 6M
- 12.32%
- 1Y
- 20.53%
- 3Y*
- 21.82%
- 5Y*
- 7.38%
- 10Y*
- 15.40%
WWNPX
- 1D
- 1.05%
- 1M
- -11.42%
- YTD
- 12.75%
- 6M
- 9.79%
- 1Y
- -3.12%
- 3Y*
- 29.02%
- 5Y*
- 12.04%
- 10Y*
- 17.86%
DRMCX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DRMCX Virtus Mid-Cap Growth Fund | 14.57% | 18.09% | 20.49% | 24.81% | -32.59% | 14.91% | 55.27% | 41.73% | -11.16% | 25.08% |
WWNPX Kinetics Paradigm Fund | 12.75% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Correlation
The correlation between DRMCX and WWNPX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.41 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1999 | 0.65 |
Over the past year, the correlation between DRMCX and WWNPX has dropped to 0.34 - well below their long-term average of 0.65, suggesting their price drivers have been diverging.
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Return for Risk
DRMCX vs. WWNPX — Risk / Return Rank
DRMCX
WWNPX
DRMCX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Mid-Cap Growth Fund (DRMCX) 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.
| DRMCX | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.24 | ||
| Sortino ratioReturn per unit of downside risk | +1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.00 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 1.57 | -0.18 | +1.75 |
| Martin ratioReturn relative to average drawdown | 5.47 | -0.43 | +5.90 |
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Drawdowns
DRMCX vs. WWNPX - Drawdown Comparison
The maximum DRMCX drawdown since its inception was -67.97%, roughly equal to the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for DRMCX and WWNPX.
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Drawdown Indicators
| DRMCX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.97% | -67.87% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.75% | -27.71% | +13.96% |
Max Drawdown (3Y)Largest decline over 3 years | -26.83% | -41.13% | +14.30% |
Max Drawdown (5Y)Largest decline over 5 years | -43.47% | -41.13% | -2.34% |
Max Drawdown (10Y)Largest decline over 10 years | -43.47% | -43.51% | +0.04% |
Current DrawdownCurrent decline from peak | -0.73% | -31.66% | +30.93% |
Average DrawdownAverage peak-to-trough decline | -22.06% | -13.93% | -8.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 11.77% | -7.84% |
Volatility
DRMCX vs. WWNPX - Volatility Comparison
The current volatility for Virtus Mid-Cap Growth Fund (DRMCX) is 6.90%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 9.71%. This indicates that DRMCX experiences smaller price fluctuations and is considered to be less risky 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
| DRMCX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 9.71% | -2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 15.84% | 26.86% | -11.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 33.74% | -13.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.18% | 33.01% | -8.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 28.71% | -5.04% |
DRMCX vs. WWNPX - Expense Ratio Comparison
DRMCX has a 0.83% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
DRMCX vs. WWNPX - Dividend Comparison
DRMCX's dividend yield for the trailing twelve months is around 14.43%, more than WWNPX's 7.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRMCX Virtus Mid-Cap Growth Fund | 14.43% | 16.53% | 0.00% | 0.00% | 0.00% | 27.44% | 9.02% | 4.12% | 14.34% | 8.78% | 7.35% | 5.65% |
WWNPX Kinetics Paradigm Fund | 7.28% | 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
DRMCX and WWNPX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWNPX has higher volatility (9.71%) compared to DRMCX (6.90%). In terms of maximum drawdown, DRMCX dropped -67.97% vs WWNPX's -67.87%.
DRMCX currently has the higher Sharpe Ratio (1.09 vs -0.15), 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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