LSHAX vs. BMDSX
Compare and contrast key facts about Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Baird Mid Cap Growth Fund (BMDSX).
LSHAX is managed by Kinetics. It was launched on May 4, 2007. BMDSX is managed by Baird. It was launched on Dec 29, 2000.
Performance
LSHAX vs. BMDSX - Performance Comparison
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LSHAX vs. BMDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
BMDSX Baird Mid Cap Growth Fund | -2.25% | 4.88% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
Returns By Period
In the year-to-date period, LSHAX achieves a 52.24% return, which is significantly higher than BMDSX's -2.25% return. Over the past 10 years, LSHAX has outperformed BMDSX with an annualized return of 19.68%, while BMDSX has yielded a comparatively lower 9.74% annualized return.
LSHAX
- 1D
- 1.35%
- 1M
- -9.16%
- YTD
- 52.24%
- 6M
- 39.89%
- 1Y
- 5.11%
- 3Y*
- 29.81%
- 5Y*
- 17.52%
- 10Y*
- 19.68%
BMDSX
- 1D
- 3.12%
- 1M
- -7.09%
- YTD
- -2.25%
- 6M
- 8.66%
- 1Y
- 13.06%
- 3Y*
- 2.98%
- 5Y*
- 0.71%
- 10Y*
- 9.74%
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LSHAX vs. BMDSX - Expense Ratio Comparison
LSHAX has a 1.68% expense ratio, which is higher than BMDSX's 1.05% expense ratio.
Return for Risk
LSHAX vs. BMDSX — Risk / Return Rank
LSHAX
BMDSX
LSHAX vs. BMDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Baird Mid Cap Growth Fund (BMDSX). 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.
| LSHAX | BMDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.17 | 0.54 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.53 | 1.16 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.15 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.05 | -0.83 |
Martin ratioReturn relative to average drawdown | 0.34 | 2.82 | -2.48 |
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
| LSHAX | BMDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.17 | 0.54 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.03 | +0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.46 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.35 | 0.00 |
Correlation
The correlation between LSHAX and BMDSX is 0.66, 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
LSHAX vs. BMDSX - Dividend Comparison
LSHAX's dividend yield for the trailing twelve months is around 7.61%, less than BMDSX's 28.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 7.61% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
BMDSX Baird Mid Cap Growth Fund | 28.40% | 27.76% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
Drawdowns
LSHAX vs. BMDSX - Drawdown Comparison
The maximum LSHAX drawdown since its inception was -69.03%, which is greater than BMDSX's maximum drawdown of -53.96%. Use the drawdown chart below to compare losses from any high point for LSHAX and BMDSX.
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Drawdown Indicators
| LSHAX | BMDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.03% | -53.96% | -15.07% |
Max Drawdown (1Y)Largest decline over 1 year | -37.04% | -12.95% | -24.09% |
Max Drawdown (5Y)Largest decline over 5 years | -45.79% | -36.24% | -9.55% |
Max Drawdown (10Y)Largest decline over 10 years | -50.78% | -36.24% | -14.54% |
Current DrawdownCurrent decline from peak | -14.39% | -15.67% | +1.28% |
Average DrawdownAverage peak-to-trough decline | -21.93% | -10.72% | -11.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.26% | 4.82% | +19.44% |
Volatility
LSHAX vs. BMDSX - Volatility Comparison
Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a higher volatility of 9.79% compared to Baird Mid Cap Growth Fund (BMDSX) at 6.21%. This indicates that LSHAX's price experiences larger fluctuations and is considered to be riskier than BMDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSHAX | BMDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.79% | 6.21% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 27.10% | 18.65% | +8.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.80% | 25.35% | +15.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.69% | 22.18% | +11.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.16% | 21.34% | +8.82% |