IAXIX vs. LSHAX
IAXIX (VY T. Rowe Price Diversified Mid Cap Growth Portfolio) and LSHAX (Kinetics Spin-Off and Corporate Restructuring Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, IAXIX returned 12.31%/yr vs 17.42%/yr for LSHAX. Their 0.66 correlation means they have sometimes moved together and sometimes differently. IAXIX charges 0.78%/yr vs 1.68%/yr for LSHAX.
Performance
IAXIX vs. LSHAX - Performance Comparison
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Returns By Period
In the year-to-date period, IAXIX achieves a 2.27% return, which is significantly lower than LSHAX's 32.50% return. Over the past 10 years, IAXIX has underperformed LSHAX with an annualized return of 12.31%, while LSHAX has yielded a comparatively higher 17.42% annualized return.
IAXIX
- 1D
- 2.55%
- 1M
- -3.60%
- 6M
- 2.55%
- YTD
- 2.27%
- 1Y
- -0.45%
- 3Y*
- 12.69%
- 5Y*
- 5.39%
- 10Y*
- 12.31%
- ALL TIME*
- 9.56%
LSHAX
- 1D
- 1.05%
- 1M
- -2.20%
- 6M
- 12.03%
- YTD
- 32.50%
- 1Y
- 24.27%
- 3Y*
- 25.70%
- 5Y*
- 14.50%
- 10Y*
- 17.42%
- ALL TIME*
- 8.46%
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 |
IAXIX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 2.27% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
Correlation
The correlation between IAXIX and LSHAX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.47 |
Correlation (All Time) Calculated using the full available price history since May 11, 2007 | 0.66 |
Over the past year, the correlation between IAXIX and LSHAX has dropped to 0.22 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.
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Return for Risk
IAXIX vs. LSHAX — Risk / Return Rank
IAXIX
LSHAX
IAXIX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) 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.
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.
| IAXIX | LSHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.53 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.12 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 0.65 | -0.72 |
| Martin ratioReturn relative to average drawdown | -0.20 | 1.43 | -1.64 |
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Drawdowns
IAXIX vs. LSHAX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for IAXIX and LSHAX.
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Drawdown Indicators
| IAXIX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -69.03% | +11.48% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -28.39% | +14.19% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -45.79% | +20.57% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -45.79% | +10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -50.78% | +14.86% |
Current DrawdownCurrent decline from peak | -5.86% | -25.49% | +19.63% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -21.96% | +12.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.66% | 13.03% | -8.37% |
Volatility
IAXIX vs. LSHAX - Volatility Comparison
The current volatility for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) is 5.28%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 8.73%. This indicates that IAXIX 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.
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Volatility by Period
| IAXIX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.28% | 8.73% | -3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 14.50% | 30.05% | -15.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.49% | 38.97% | -20.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.73% | 34.59% | -11.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 30.98% | -9.36% |
IAXIX vs. LSHAX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Dividends
IAXIX vs. LSHAX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 14.49%, more than LSHAX's 8.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 14.49% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 8.75% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
Frequently Asked Questions
IAXIX and LSHAX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSHAX has higher volatility (8.73%) compared to IAXIX (5.28%). In terms of maximum drawdown, IAXIX dropped -57.55% vs LSHAX's -69.03%.
LSHAX currently has the higher Sharpe Ratio (0.47 vs -0.05), 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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