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LSHAX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LSHAX vs. VIGAX

Last updated May 12, 2025

Compare and contrast key facts about Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).

LSHAX is managed by Kinetics. It was launched on May 4, 2007. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSHAX or VIGAX.

Correlation

The correlation between LSHAX and VIGAX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

LSHAX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LSHAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIGAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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LSHAX vs. VIGAX - Expense Ratio Comparison

LSHAX has a 1.68% expense ratio, which is higher than VIGAX's 0.05% expense ratio.

LSHAX
Kinetics Spin-Off and Corporate Restructuring Fund
VIGAX
Vanguard Growth Index Fund Admiral Shares

Risk-Adjusted Performance

LSHAX vs. VIGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LSHAX
The Risk-Adjusted Performance Rank of LSHAX is 9191
Overall Rank
The Sharpe Ratio Rank of LSHAX is 9191
Sharpe Ratio Rank
The Sortino Ratio Rank of LSHAX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of LSHAX is 9090
Omega Ratio Rank
The Calmar Ratio Rank of LSHAX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of LSHAX is 8888
Martin Ratio Rank
VIGAX
The Risk-Adjusted Performance Rank of VIGAX is 6464
Overall Rank
The Sharpe Ratio Rank of VIGAX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VIGAX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VIGAX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VIGAX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VIGAX is 6161
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.

LSHAX vs. VIGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.

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Dividends

LSHAX vs. VIGAX - Dividend Comparison

LSHAX has not paid dividends to shareholders, while VIGAX's dividend yield for the trailing twelve months is around 0.49%.

TTM20242023202220212020201920182017201620152014
LSHAX
Kinetics Spin-Off and Corporate Restructuring Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIGAX
Vanguard Growth Index Fund Admiral Shares		0.49%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

LSHAX vs. VIGAX - Drawdown Comparison

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Volatility

LSHAX vs. VIGAX - Volatility Comparison

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