LSHAX vs. VLIFX
LSHAX (Kinetics Spin-Off and Corporate Restructuring Fund) and VLIFX (Value Line Mid Cap Focused Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, LSHAX returned 17.42%/yr vs 11.41%/yr for VLIFX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. LSHAX charges 1.68%/yr vs 1.07%/yr for VLIFX.
Performance
LSHAX vs. VLIFX - Performance Comparison
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Returns By Period
In the year-to-date period, LSHAX achieves a 32.50% return, which is significantly higher than VLIFX's -0.65% return. Over the past 10 years, LSHAX has outperformed VLIFX with an annualized return of 17.42%, while VLIFX has yielded a comparatively lower 11.41% annualized return.
LSHAX
- 1D
- 1.05%
- 1M
- -2.20%
- 6M
- 12.03%
- YTD
- 32.50%
- 1Y
- 24.27%
- 3Y*
- 25.70%
- 5Y*
- 14.50%
- 10Y*
- 17.42%
- ALL TIME*
- 8.46%
VLIFX
- 1D
- -1.29%
- 1M
- -2.60%
- 6M
- -1.89%
- YTD
- -0.65%
- 1Y
- -1.78%
- 3Y*
- 5.32%
- 5Y*
- 5.02%
- 10Y*
- 11.41%
- ALL TIME*
- 7.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LSHAX vs. VLIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 32.50% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
VLIFX Value Line Mid Cap Focused Fund | -0.65% | 0.79% | 7.59% | 22.11% | -9.60% | 19.76% | 19.96% | 35.30% | 4.65% | 19.85% |
Correlation
The correlation between LSHAX and VLIFX is 0.24, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.25 |
Correlation (3Y) Balances recent behavior with more history. | 0.31 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
Correlation (All Time) Calculated using the full available price history since May 11, 2007 | 0.63 |
Over the past year, the correlation between LSHAX and VLIFX has dropped to 0.24 - well below their long-term average of 0.63, suggesting their price drivers have been diverging.
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Return for Risk
LSHAX vs. VLIFX — Risk / Return Rank
LSHAX
VLIFX
LSHAX vs. VLIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) and Value Line Mid Cap Focused Fund (VLIFX). 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.
| LSHAX | VLIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.97 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.65 | -0.27 | +0.93 |
| Martin ratioReturn relative to average drawdown | 1.43 | -0.75 | +2.18 |
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Drawdowns
LSHAX vs. VLIFX - Drawdown Comparison
The maximum LSHAX drawdown since its inception was -69.03%, which is greater than VLIFX's maximum drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for LSHAX and VLIFX.
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Drawdown Indicators
| LSHAX | VLIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.03% | -61.48% | -7.55% |
Max Drawdown (1Y)Largest decline over 1 year | -28.39% | -11.81% | -16.58% |
Max Drawdown (3Y)Largest decline over 3 years | -45.79% | -17.66% | -28.13% |
Max Drawdown (5Y)Largest decline over 5 years | -45.79% | -21.91% | -23.88% |
Max Drawdown (10Y)Largest decline over 10 years | -50.78% | -35.51% | -15.27% |
Current DrawdownCurrent decline from peak | -25.49% | -8.08% | -17.41% |
Average DrawdownAverage peak-to-trough decline | -21.96% | -15.63% | -6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.03% | 4.35% | +8.68% |
Volatility
LSHAX vs. VLIFX - Volatility Comparison
Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a higher volatility of 8.73% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.86%. This indicates that LSHAX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LSHAX | VLIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.73% | 3.86% | +4.87% |
Volatility (6M)Calculated over the trailing 6-month period | 30.05% | 10.26% | +19.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.97% | 13.70% | +25.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.59% | 16.90% | +17.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.98% | 17.84% | +13.14% |
LSHAX vs. VLIFX - Expense Ratio Comparison
LSHAX has a 1.68% expense ratio, which is higher than VLIFX's 1.07% expense ratio.
Dividends
LSHAX vs. VLIFX - Dividend Comparison
LSHAX's dividend yield for the trailing twelve months is around 8.75%, more than VLIFX's 2.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 8.75% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% |
VLIFX Value Line Mid Cap Focused Fund | 2.17% | 2.16% | 0.99% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% |
Frequently Asked Questions
LSHAX and VLIFX have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSHAX has higher volatility (8.73%) compared to VLIFX (3.86%). In terms of maximum drawdown, LSHAX dropped -69.03% vs VLIFX's -61.48%.
LSHAX currently has the higher Sharpe Ratio (0.47 vs -0.24), 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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