KSCOX vs. WWNPX

In the year-to-date period, KSCOX achieves a 11.74% return, which is significantly lower than WWNPX's 14.52% return. Over the past 10 years, KSCOX has outperformed WWNPX with an annualized return of 18.70%, while WWNPX has yielded a comparatively lower 16.55% annualized return.

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Both KSCOX and WWNPX have an expense ratio of 1.64%.

This table presents a comparison of risk-adjusted performance metrics for Kinetics Small Cap Opportunities Fund (KSCOX) and Kinetics Paradigm Fund (WWNPX). 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 KSCOX Sharpe Ratio is 3.11, which is comparable to the WWNPX Sharpe Ratio of 3.28. The chart below compares the historical Sharpe Ratios of KSCOX and WWNPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KSCOX's dividend yield for the trailing twelve months is around 1.55%, while WWNPX has not paid dividends to shareholders.

The maximum KSCOX drawdown since its inception was -70.78%, roughly equal to the maximum WWNPX drawdown of -68.12%. Use the drawdown chart below to compare losses from any high point for KSCOX and WWNPX. For additional features, visit the drawdowns tool.

The current volatility for Kinetics Small Cap Opportunities Fund (KSCOX) is 9.20%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 11.85%. This indicates that KSCOX experiences smaller price fluctuations and is considered to be less risky than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.