FISGX vs. LSHAX
Compare and contrast key facts about Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
FISGX is managed by Nuveen. It was launched on Dec 28, 1989. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
FISGX vs. LSHAX - Performance Comparison
Loading graphics...
FISGX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | -5.08% | 7.83% | 13.65% | 20.26% | -30.11% | 5.01% | 46.58% | 66.58% | -9.33% | 24.98% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
Returns By Period
In the year-to-date period, FISGX achieves a -5.08% return, which is significantly lower than LSHAX's 50.22% return. Over the past 10 years, FISGX has underperformed LSHAX with an annualized return of 11.65%, while LSHAX has yielded a comparatively higher 19.52% annualized return.
FISGX
- 1D
- -1.67%
- 1M
- -9.72%
- YTD
- -5.08%
- 6M
- -3.21%
- 1Y
- 16.04%
- 3Y*
- 8.51%
- 5Y*
- 0.85%
- 10Y*
- 11.65%
LSHAX
- 1D
- -7.12%
- 1M
- -9.27%
- YTD
- 50.22%
- 6M
- 41.09%
- 1Y
- 5.55%
- 3Y*
- 29.23%
- 5Y*
- 17.40%
- 10Y*
- 19.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FISGX vs. LSHAX - Expense Ratio Comparison
FISGX has a 0.92% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
FISGX vs. LSHAX — Risk / Return Rank
FISGX
LSHAX
FISGX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Mid Cap Growth Opportunities Fund (FISGX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX). 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.
| FISGX | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 0.17 | +0.50 |
Sortino ratioReturn per unit of downside risk | 1.10 | 0.53 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.07 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 0.12 | +0.79 |
Martin ratioReturn relative to average drawdown | 3.56 | 0.19 | +3.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FISGX | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 0.17 | +0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.52 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.65 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.35 | +0.14 |
Correlation
The correlation between FISGX and LSHAX is 0.66, 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
FISGX vs. LSHAX - Dividend Comparison
FISGX's dividend yield for the trailing twelve months is around 8.80%, more than LSHAX's 7.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISGX Nuveen Mid Cap Growth Opportunities Fund | 8.80% | 8.35% | 0.00% | 0.00% | 0.00% | 23.94% | 9.97% | 38.61% | 19.12% | 17.17% | 4.01% | 7.82% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 7.71% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
Drawdowns
FISGX vs. LSHAX - Drawdown Comparison
The maximum FISGX drawdown since its inception was -57.51%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for FISGX and LSHAX.
Loading graphics...
Drawdown Indicators
| FISGX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.51% | -69.03% | +11.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.30% | -37.04% | +23.74% |
Max Drawdown (5Y)Largest decline over 5 years | -43.30% | -45.79% | +2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.30% | -50.78% | +7.48% |
Current DrawdownCurrent decline from peak | -11.61% | -15.53% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -9.89% | -21.94% | +12.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 24.25% | -20.80% |
Volatility
FISGX vs. LSHAX - Volatility Comparison
The current volatility for Nuveen Mid Cap Growth Opportunities Fund (FISGX) is 7.34%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 9.76%. This indicates that FISGX experiences smaller price fluctuations and is considered to be less risky than LSHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FISGX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.34% | 9.76% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 14.43% | 27.25% | -12.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.42% | 40.86% | -17.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.30% | 33.69% | -10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 30.16% | -6.31% |