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KMKAX vs. FBGRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between KMKAX and FBGRX is 0.60, 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.


-0.50.00.51.00.6

Performance

KMKAX vs. FBGRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kinetics Market Opportunities Fund (KMKAX) and Fidelity Blue Chip Growth Fund (FBGRX). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%80.00%AugustSeptemberOctoberNovemberDecember2025
44.34%
3.97%
KMKAX
FBGRX

Key characteristics

Sharpe Ratio

KMKAX:

3.37

FBGRX:

1.44

Sortino Ratio

KMKAX:

4.17

FBGRX:

1.95

Omega Ratio

KMKAX:

1.58

FBGRX:

1.26

Calmar Ratio

KMKAX:

4.11

FBGRX:

1.96

Martin Ratio

KMKAX:

14.58

FBGRX:

6.00

Ulcer Index

KMKAX:

7.00%

FBGRX:

4.91%

Daily Std Dev

KMKAX:

30.31%

FBGRX:

20.52%

Max Drawdown

KMKAX:

-66.35%

FBGRX:

-57.42%

Current Drawdown

KMKAX:

-16.23%

FBGRX:

-4.83%

Returns By Period

In the year-to-date period, KMKAX achieves a 11.45% return, which is significantly higher than FBGRX's -0.98% return. Over the past 10 years, KMKAX has outperformed FBGRX with an annualized return of 18.22%, while FBGRX has yielded a comparatively lower 13.67% annualized return.


KMKAX

YTD

11.45%

1M

3.27%

6M

43.57%

1Y

102.40%

5Y*

26.02%

10Y*

18.22%

FBGRX

YTD

-0.98%

1M

-3.86%

6M

0.41%

1Y

29.76%

5Y*

14.91%

10Y*

13.67%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


KMKAX vs. FBGRX - Expense Ratio Comparison

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


KMKAX
Kinetics Market Opportunities Fund
Expense ratio chart for KMKAX: current value at 1.65% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.65%
Expense ratio chart for FBGRX: current value at 0.79% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.79%

Risk-Adjusted Performance

KMKAX vs. FBGRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KMKAX
The Risk-Adjusted Performance Rank of KMKAX is 9595
Overall Rank
The Sharpe Ratio Rank of KMKAX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of KMKAX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of KMKAX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of KMKAX is 9595
Calmar Ratio Rank
The Martin Ratio Rank of KMKAX is 9494
Martin Ratio Rank

FBGRX
The Risk-Adjusted Performance Rank of FBGRX is 8383
Overall Rank
The Sharpe Ratio Rank of FBGRX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of FBGRX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of FBGRX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of FBGRX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of FBGRX is 7878
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

KMKAX vs. FBGRX - Risk-Adjusted Performance Comparison

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.


Sharpe ratio
The chart of Sharpe ratio for KMKAX, currently valued at 3.37, compared to the broader market-1.000.001.002.003.004.003.371.44
The chart of Sortino ratio for KMKAX, currently valued at 4.17, compared to the broader market0.002.004.006.008.0010.004.171.95
The chart of Omega ratio for KMKAX, currently valued at 1.58, compared to the broader market1.002.003.001.581.26
The chart of Calmar ratio for KMKAX, currently valued at 4.11, compared to the broader market0.005.0010.0015.004.111.96
The chart of Martin ratio for KMKAX, currently valued at 14.58, compared to the broader market0.0020.0040.0060.0014.586.00
KMKAX
FBGRX

The current KMKAX Sharpe Ratio is 3.37, which is higher than the FBGRX Sharpe Ratio of 1.44. 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.


Rolling 12-month Sharpe Ratio1.002.003.004.005.00AugustSeptemberOctoberNovemberDecember2025
3.37
1.44
KMKAX
FBGRX

Dividends

KMKAX vs. FBGRX - Dividend Comparison

KMKAX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 1.08%.


TTM20242023202220212020201920182017201620152014
KMKAX
Kinetics Market Opportunities Fund
0.00%0.00%0.69%0.00%1.19%0.02%0.07%0.00%0.51%0.00%0.00%0.00%
FBGRX
Fidelity Blue Chip Growth Fund
1.08%1.07%0.00%0.00%0.00%0.00%0.00%0.12%0.09%0.22%5.07%6.08%

Drawdowns

KMKAX vs. FBGRX - Drawdown Comparison

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.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-16.23%
-4.83%
KMKAX
FBGRX

Volatility

KMKAX vs. FBGRX - Volatility Comparison

Kinetics Market Opportunities Fund (KMKAX) has a higher volatility of 10.06% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 6.06%. This indicates that KMKAX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%AugustSeptemberOctoberNovemberDecember2025
10.06%
6.06%
KMKAX
FBGRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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