IRGJX vs. KMKNX
Compare and contrast key facts about Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Kinetics Market Opportunities Fund No Load Class (KMKNX).
IRGJX is managed by Voya. It was launched on May 1, 2009. KMKNX is an actively managed fund by Kinetics. It was launched on Jan 31, 2006.
Performance
IRGJX vs. KMKNX - Performance Comparison
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IRGJX vs. KMKNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | -6.40% | 8.53% | 21.54% | 25.34% | -26.82% | 12.16% | 34.60% | 34.39% | -5.13% | 24.67% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 22.52% | -3.09% | 84.05% | -7.34% | 14.98% | 28.03% | 19.56% | 22.76% | -10.68% | 47.26% |
Returns By Period
In the year-to-date period, IRGJX achieves a -6.40% return, which is significantly lower than KMKNX's 22.52% return. Over the past 10 years, IRGJX has underperformed KMKNX with an annualized return of 11.16%, while KMKNX has yielded a comparatively higher 21.10% annualized return.
IRGJX
- 1D
- 3.61%
- 1M
- -6.38%
- YTD
- -6.40%
- 6M
- -9.70%
- 1Y
- 8.46%
- 3Y*
- 12.39%
- 5Y*
- 4.63%
- 10Y*
- 11.16%
KMKNX
- 1D
- 1.41%
- 1M
- -7.64%
- YTD
- 22.52%
- 6M
- 11.44%
- 1Y
- 6.51%
- 3Y*
- 32.40%
- 5Y*
- 15.19%
- 10Y*
- 21.10%
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IRGJX vs. KMKNX - Expense Ratio Comparison
IRGJX has a 0.40% expense ratio, which is lower than KMKNX's 1.40% expense ratio.
Return for Risk
IRGJX vs. KMKNX — Risk / Return Rank
IRGJX
KMKNX
IRGJX vs. KMKNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Kinetics Market Opportunities Fund No Load Class (KMKNX). 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.
| IRGJX | KMKNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.32 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.81 | 0.62 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | -0.30 | 0.43 | -0.73 |
Martin ratioReturn relative to average drawdown | -0.95 | 0.79 | -1.74 |
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
| IRGJX | KMKNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.32 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.58 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.90 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.58 | +0.06 |
Correlation
The correlation between IRGJX and KMKNX is 0.58, 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
IRGJX vs. KMKNX - Dividend Comparison
IRGJX's dividend yield for the trailing twelve months is around 15.26%, more than KMKNX's 0.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IRGJX Voya Russell Mid Cap Growth Index Portfolio | 15.26% | 14.29% | 0.35% | 0.42% | 12.03% | 3.55% | 5.50% | 10.03% | 13.76% | 0.83% | 0.96% | 0.91% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 0.54% | 0.66% | 0.81% | 0.87% | 1.36% | 1.56% | 0.26% | 0.33% | 9.13% | 0.64% | 0.00% | 0.00% |
Drawdowns
IRGJX vs. KMKNX - Drawdown Comparison
The maximum IRGJX drawdown since its inception was -38.65%, smaller than the maximum KMKNX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for IRGJX and KMKNX.
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Drawdown Indicators
| IRGJX | KMKNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.65% | -65.47% | +26.82% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -19.52% | +4.67% |
Max Drawdown (5Y)Largest decline over 5 years | -38.65% | -31.47% | -7.18% |
Max Drawdown (10Y)Largest decline over 10 years | -38.65% | -31.47% | -7.18% |
Current DrawdownCurrent decline from peak | -11.77% | -10.15% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -6.84% | -15.29% | +8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.11% | 10.58% | -2.47% |
Volatility
IRGJX vs. KMKNX - Volatility Comparison
Voya Russell Mid Cap Growth Index Portfolio (IRGJX) and Kinetics Market Opportunities Fund No Load Class (KMKNX) have volatilities of 6.91% and 7.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IRGJX | KMKNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 7.07% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 17.87% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.11% | 24.61% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.14% | 26.44% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.04% | 23.39% | -1.35% |