NBNGX vs. WWNPX
NBNGX (SIT Mid Cap Growth Fund) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, NBNGX returned 16.43%/yr vs 18.11%/yr for WWNPX. A 0.67 correlation means they provide meaningful diversification when combined. NBNGX charges 1.25%/yr vs 1.64%/yr for WWNPX.
Performance
NBNGX vs. WWNPX - Performance Comparison
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Returns By Period
In the year-to-date period, NBNGX achieves a 9.20% return, which is significantly lower than WWNPX's 15.12% return. Over the past 10 years, NBNGX has underperformed WWNPX with an annualized return of 16.43%, while WWNPX has yielded a comparatively higher 18.11% annualized return.
NBNGX
- 1D
- 1.01%
- 1M
- -0.54%
- YTD
- 9.20%
- 6M
- 7.73%
- 1Y
- 18.77%
- 3Y*
- 32.32%
- 5Y*
- 15.27%
- 10Y*
- 16.43%
WWNPX
- 1D
- 0.67%
- 1M
- -8.97%
- YTD
- 15.12%
- 6M
- 12.35%
- 1Y
- -0.67%
- 3Y*
- 29.92%
- 5Y*
- 12.64%
- 10Y*
- 18.11%
NBNGX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBNGX SIT Mid Cap Growth Fund | 9.20% | 8.72% | 74.13% | 21.98% | -24.10% | 15.78% | 33.16% | 30.27% | -7.42% | 19.01% |
WWNPX Kinetics Paradigm Fund | 15.12% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Correlation
The correlation between NBNGX and WWNPX is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.48 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1999 | 0.67 |
Over the past year, the correlation between NBNGX and WWNPX has dropped to 0.35 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
NBNGX vs. WWNPX — Risk / Return Rank
NBNGX
WWNPX
NBNGX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Mid Cap Growth Fund (NBNGX) and Kinetics Paradigm Fund (WWNPX). 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.
| NBNGX | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.07 | ||
| Sortino ratioReturn per unit of downside risk | +1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.02 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.08 | +1.97 |
| Martin ratioReturn relative to average drawdown | 6.28 | -0.19 | +6.47 |
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Drawdowns
NBNGX vs. WWNPX - Drawdown Comparison
The maximum NBNGX drawdown since its inception was -70.94%, roughly equal to the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for NBNGX and WWNPX.
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Drawdown Indicators
| NBNGX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.94% | -67.87% | -3.07% |
Max Drawdown (1Y)Largest decline over 1 year | -9.70% | -27.71% | +18.01% |
Max Drawdown (3Y)Largest decline over 3 years | -24.71% | -41.13% | +16.42% |
Max Drawdown (5Y)Largest decline over 5 years | -34.84% | -41.13% | +6.29% |
Max Drawdown (10Y)Largest decline over 10 years | -35.14% | -43.51% | +8.37% |
Current DrawdownCurrent decline from peak | -4.32% | -30.22% | +25.90% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -13.93% | -7.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 11.99% | -9.08% |
Volatility
NBNGX vs. WWNPX - Volatility Comparison
The current volatility for SIT Mid Cap Growth Fund (NBNGX) is 8.39%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 9.90%. This indicates that NBNGX experiences smaller price fluctuations and is considered to be less risky than WWNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBNGX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 9.90% | -1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 14.80% | 26.89% | -12.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 33.65% | -15.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.17% | 33.01% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.89% | 28.70% | -2.81% |
NBNGX vs. WWNPX - Expense Ratio Comparison
NBNGX has a 1.25% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
NBNGX vs. WWNPX - Dividend Comparison
NBNGX's dividend yield for the trailing twelve months is around 3.10%, less than WWNPX's 7.13% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBNGX SIT Mid Cap Growth Fund | 3.10% | 3.39% | 38.38% | 0.47% | 3.08% | 12.28% | 4.17% | 7.51% | 12.40% | 4.24% | 1.00% | 18.44% |
WWNPX Kinetics Paradigm Fund | 7.13% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
NBNGX and WWNPX have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWNPX has higher volatility (9.90%) compared to NBNGX (8.39%). In terms of maximum drawdown, NBNGX dropped -70.94% vs WWNPX's -67.87%.
NBNGX currently has the higher Sharpe Ratio (1.00 vs -0.07), 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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