MGOYX vs. KMKNX
Compare and contrast key facts about Victory Munder Mid-Cap Core Growth Fund (MGOYX) and Kinetics Market Opportunities Fund No Load Class (KMKNX).
MGOYX is managed by Victory. It was launched on Jun 24, 1998. KMKNX is an actively managed fund by Kinetics. It was launched on Jan 31, 2006.
Performance
MGOYX vs. KMKNX - Performance Comparison
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MGOYX vs. KMKNX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 6.17% | 12.03% | 10.93% | 14.82% | -21.31% | 25.97% | 20.61% | 26.22% | -14.19% | 24.55% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 17.71% | -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, MGOYX achieves a 6.17% return, which is significantly lower than KMKNX's 17.71% return. Over the past 10 years, MGOYX has underperformed KMKNX with an annualized return of 9.91%, while KMKNX has yielded a comparatively higher 20.62% annualized return.
MGOYX
- 1D
- 1.03%
- 1M
- -2.08%
- YTD
- 6.17%
- 6M
- 6.27%
- 1Y
- 20.71%
- 3Y*
- 13.57%
- 5Y*
- 6.57%
- 10Y*
- 9.91%
KMKNX
- 1D
- -3.93%
- 1M
- -10.09%
- YTD
- 17.71%
- 6M
- 5.86%
- 1Y
- 0.75%
- 3Y*
- 30.64%
- 5Y*
- 14.27%
- 10Y*
- 20.62%
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MGOYX vs. KMKNX - Expense Ratio Comparison
MGOYX has a 0.98% expense ratio, which is lower than KMKNX's 1.40% expense ratio.
Return for Risk
MGOYX vs. KMKNX — Risk / Return Rank
MGOYX
KMKNX
MGOYX vs. KMKNX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Munder Mid-Cap Core Growth Fund (MGOYX) 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.
| MGOYX | KMKNX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.09 | +1.14 |
Sortino ratioReturn per unit of downside risk | 1.81 | 0.31 | +1.50 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.04 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 0.19 | +1.76 |
Martin ratioReturn relative to average drawdown | 8.95 | 0.35 | +8.61 |
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
| MGOYX | KMKNX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.09 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.54 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.88 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.57 | -0.12 |
Correlation
The correlation between MGOYX and KMKNX is 0.65, 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
MGOYX vs. KMKNX - Dividend Comparison
MGOYX's dividend yield for the trailing twelve months is around 14.48%, more than KMKNX's 0.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MGOYX Victory Munder Mid-Cap Core Growth Fund | 14.48% | 15.37% | 15.72% | 4.54% | 12.23% | 25.13% | 18.63% | 60.72% | 49.01% | 19.34% | 12.76% | 10.52% |
KMKNX Kinetics Market Opportunities Fund No Load Class | 0.56% | 0.66% | 0.81% | 0.87% | 1.36% | 1.56% | 0.26% | 0.33% | 9.13% | 0.64% | 0.00% | 0.00% |
Drawdowns
MGOYX vs. KMKNX - Drawdown Comparison
The maximum MGOYX drawdown since its inception was -57.23%, smaller than the maximum KMKNX drawdown of -65.47%. Use the drawdown chart below to compare losses from any high point for MGOYX and KMKNX.
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Drawdown Indicators
| MGOYX | KMKNX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.23% | -65.47% | +8.24% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -19.52% | +11.71% |
Max Drawdown (5Y)Largest decline over 5 years | -40.49% | -31.47% | -9.02% |
Max Drawdown (10Y)Largest decline over 10 years | -40.49% | -31.47% | -9.02% |
Current DrawdownCurrent decline from peak | -4.28% | -13.68% | +9.40% |
Average DrawdownAverage peak-to-trough decline | -11.02% | -15.29% | +4.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.56% | 10.61% | -8.05% |
Volatility
MGOYX vs. KMKNX - Volatility Comparison
The current volatility for Victory Munder Mid-Cap Core Growth Fund (MGOYX) is 6.09%, while Kinetics Market Opportunities Fund No Load Class (KMKNX) has a volatility of 7.90%. This indicates that MGOYX 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
| MGOYX | KMKNX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 7.90% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 10.83% | 18.32% | -7.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 24.92% | -6.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.07% | 26.50% | -1.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 23.42% | -0.19% |