LCLAX vs. KMKNX
Compare and contrast key facts about ClearBridge Select Fund Class A (LCLAX) and Kinetics Market Opportunities Fund No Load Class (KMKNX).
LCLAX is managed by Franklin Templeton. It was launched on Sep 23, 2013. KMKNX is an actively managed fund by Kinetics. It was launched on Jan 31, 2006.
Performance
LCLAX vs. KMKNX - Performance Comparison
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LCLAX vs. KMKNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCLAX ClearBridge Select Fund Class A | -7.91% | 6.87% | 21.13% | 23.82% | -33.28% | 19.86% | 58.29% | 33.03% | 10.18% | 38.69% |
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, LCLAX achieves a -7.91% return, which is significantly lower than KMKNX's 22.52% return. Over the past 10 years, LCLAX has underperformed KMKNX with an annualized return of 15.63%, while KMKNX has yielded a comparatively higher 21.10% annualized return.
LCLAX
- 1D
- 3.17%
- 1M
- -5.93%
- YTD
- -7.91%
- 6M
- -9.68%
- 1Y
- 7.46%
- 3Y*
- 10.88%
- 5Y*
- 1.87%
- 10Y*
- 15.63%
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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LCLAX vs. KMKNX - Expense Ratio Comparison
LCLAX has a 1.10% expense ratio, which is lower than KMKNX's 1.40% expense ratio.
Return for Risk
LCLAX vs. KMKNX — Risk / Return Rank
LCLAX
KMKNX
LCLAX vs. KMKNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund Class A (LCLAX) 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.
| LCLAX | KMKNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.32 | +0.08 |
Sortino ratioReturn per unit of downside risk | 0.72 | 0.62 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.08 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 0.43 | +0.13 |
Martin ratioReturn relative to average drawdown | 1.79 | 0.79 | +1.00 |
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
| LCLAX | KMKNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.32 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.58 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.90 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.58 | +0.02 |
Correlation
The correlation between LCLAX and KMKNX is 0.49, 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
LCLAX vs. KMKNX - Dividend Comparison
LCLAX has not paid dividends to shareholders, while KMKNX's dividend yield for the trailing twelve months is around 0.54%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCLAX ClearBridge Select Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.38% | 0.00% | 0.00% | 1.31% | 2.15% | 1.13% | 5.31% |
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
LCLAX vs. KMKNX - Drawdown Comparison
The maximum LCLAX drawdown since its inception was -43.64%, smaller than the maximum KMKNX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for LCLAX and KMKNX.
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Drawdown Indicators
| LCLAX | KMKNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.64% | -65.47% | +21.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.36% | -19.52% | +5.16% |
Max Drawdown (5Y)Largest decline over 5 years | -43.64% | -31.47% | -12.17% |
Max Drawdown (10Y)Largest decline over 10 years | -43.64% | -31.47% | -12.17% |
Current DrawdownCurrent decline from peak | -11.64% | -10.15% | -1.49% |
Average DrawdownAverage peak-to-trough decline | -10.17% | -15.29% | +5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.45% | 10.58% | -6.13% |
Volatility
LCLAX vs. KMKNX - Volatility Comparison
The current volatility for ClearBridge Select Fund Class A (LCLAX) is 6.54%, while Kinetics Market Opportunities Fund No Load Class (KMKNX) has a volatility of 7.07%. This indicates that LCLAX experiences smaller price fluctuations and is considered to be less risky than KMKNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCLAX | KMKNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.54% | 7.07% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.80% | 17.87% | -6.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 24.61% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 26.44% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.92% | 23.39% | -1.47% |