KMKAX vs. FBGRX

In the year-to-date period, KMKAX achieves a 17.67% return, which is significantly higher than FBGRX's -3.13% return. Over the past 10 years, KMKAX has outperformed FBGRX with an annualized return of 18.01%, while FBGRX has yielded a comparatively lower 12.20% annualized return.

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KMKAX has a 1.65% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Kinetics Market Opportunities Fund (KMKAX) and Fidelity Blue Chip Growth Fund (FBGRX). 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.

The current KMKAX Sharpe Ratio is 2.34, which is higher than the FBGRX Sharpe Ratio of 0.25. The chart below compares the historical Sharpe Ratios of KMKAX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KMKAX's dividend yield for the trailing twelve months is around 0.45%, more than FBGRX's 0.24% yield.

The maximum KMKAX drawdown since its inception was -66.35%, which is greater than FBGRX's maximum drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for KMKAX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for Kinetics Market Opportunities Fund (KMKAX) is 4.94%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 7.50%. This indicates that KMKAX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.