KSCOX vs. WMKSX
KSCOX (Kinetics Small Cap Opportunities Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, KSCOX returned 19.13%/yr vs 14.18%/yr for WMKSX. A 0.67 correlation means they provide meaningful diversification when combined. KSCOX charges 1.64%/yr vs 1.24%/yr for WMKSX.
Performance
KSCOX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, KSCOX achieves a 13.17% return, which is significantly lower than WMKSX's 20.89% return. Over the past 10 years, KSCOX has outperformed WMKSX with an annualized return of 19.13%, while WMKSX has yielded a comparatively lower 14.18% annualized return.
KSCOX
- 1D
- -0.23%
- 1M
- -8.65%
- YTD
- 13.17%
- 6M
- 10.75%
- 1Y
- 3.59%
- 3Y*
- 25.36%
- 5Y*
- 12.71%
- 10Y*
- 19.13%
WMKSX
- 1D
- 0.17%
- 1M
- 5.31%
- YTD
- 20.89%
- 6M
- 18.78%
- 1Y
- 35.88%
- 3Y*
- 25.78%
- 5Y*
- 11.59%
- 10Y*
- 14.18%
KSCOX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KSCOX Kinetics Small Cap Opportunities Fund | 13.17% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
WMKSX WesMark Small Company Fund | 20.89% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between KSCOX and WMKSX is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Mar 20, 2000 | 0.67 |
Over the past year, the correlation between KSCOX and WMKSX has dropped to 0.42 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
KSCOX vs. WMKSX — Risk / Return Rank
KSCOX
WMKSX
KSCOX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Small Cap Opportunities Fund (KSCOX) and WesMark Small Company Fund (WMKSX). 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.
| KSCOX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.03 | ||
| Sortino ratioReturn per unit of downside risk | -2.63 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.35 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.10 | 4.43 | -4.33 |
| Martin ratioReturn relative to average drawdown | 0.24 | 14.85 | -14.61 |
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Drawdowns
KSCOX vs. WMKSX - Drawdown Comparison
The maximum KSCOX drawdown since its inception was -70.09%, which is greater than WMKSX's maximum drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for KSCOX and WMKSX.
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Drawdown Indicators
| KSCOX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.09% | -64.09% | -6.00% |
Max Drawdown (1Y)Largest decline over 1 year | -21.54% | -8.50% | -13.04% |
Max Drawdown (3Y)Largest decline over 3 years | -33.10% | -24.20% | -8.90% |
Max Drawdown (5Y)Largest decline over 5 years | -33.10% | -39.84% | +6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -47.09% | -39.84% | -7.25% |
Current DrawdownCurrent decline from peak | -22.36% | 0.00% | -22.36% |
Average DrawdownAverage peak-to-trough decline | -14.90% | -15.66% | +0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.05% | 2.53% | +6.52% |
Volatility
KSCOX vs. WMKSX - Volatility Comparison
Kinetics Small Cap Opportunities Fund (KSCOX) has a higher volatility of 8.09% compared to WesMark Small Company Fund (WMKSX) at 4.52%. This indicates that KSCOX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KSCOX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 4.52% | +3.57% |
Volatility (6M)Calculated over the trailing 6-month period | 21.95% | 12.32% | +9.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.78% | 17.93% | +8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.95% | 26.13% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.22% | 23.99% | +2.23% |
KSCOX vs. WMKSX - Expense Ratio Comparison
KSCOX has a 1.64% expense ratio, which is higher than WMKSX's 1.24% expense ratio.
Dividends
KSCOX vs. WMKSX - Dividend Comparison
KSCOX's dividend yield for the trailing twelve months is around 0.16%, less than WMKSX's 18.95% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KSCOX Kinetics Small Cap Opportunities Fund | 0.16% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WMKSX WesMark Small Company Fund | 18.95% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
KSCOX and WMKSX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KSCOX has higher volatility (8.09%) compared to WMKSX (4.52%). In terms of maximum drawdown, KSCOX dropped -70.09% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (2.11 vs 0.08), 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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