OTCAX vs. LSHAX
Compare and contrast key facts about MFS Mid Cap Growth Fund (OTCAX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
OTCAX is managed by MFS. It was launched on Dec 1, 1993. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
OTCAX vs. LSHAX - Performance Comparison
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OTCAX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | -6.41% | 3.32% | 23.47% | 21.00% | -28.53% | 13.66% | 35.34% | 37.43% | 0.82% | 25.95% |
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% |
Returns By Period
In the year-to-date period, OTCAX achieves a -6.41% return, which is significantly lower than LSHAX's 52.24% return. Over the past 10 years, OTCAX has underperformed LSHAX with an annualized return of 11.20%, while LSHAX has yielded a comparatively higher 19.68% annualized return.
OTCAX
- 1D
- 3.59%
- 1M
- -6.60%
- YTD
- -6.41%
- 6M
- -10.76%
- 1Y
- 2.30%
- 3Y*
- 10.38%
- 5Y*
- 3.37%
- 10Y*
- 11.20%
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%
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OTCAX vs. LSHAX - Expense Ratio Comparison
OTCAX has a 1.00% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
OTCAX vs. LSHAX — Risk / Return Rank
OTCAX
LSHAX
OTCAX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund (OTCAX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX). 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.
| OTCAX | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.17 | -0.03 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.53 | -0.18 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.07 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.18 | 0.22 | -0.04 |
Martin ratioReturn relative to average drawdown | 0.51 | 0.34 | +0.16 |
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
| OTCAX | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.17 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.52 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.65 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.35 | +0.02 |
Correlation
The correlation between OTCAX and LSHAX 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
OTCAX vs. LSHAX - Dividend Comparison
OTCAX's dividend yield for the trailing twelve months is around 17.91%, more than LSHAX's 7.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCAX MFS Mid Cap Growth Fund | 17.91% | 16.76% | 15.59% | 0.00% | 0.00% | 3.64% | 0.83% | 0.86% | 4.70% | 8.80% | 5.67% | 2.84% |
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% |
Drawdowns
OTCAX vs. LSHAX - Drawdown Comparison
The maximum OTCAX drawdown since its inception was -74.39%, which is greater than LSHAX's maximum drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for OTCAX and LSHAX.
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Drawdown Indicators
| OTCAX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.39% | -69.03% | -5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -16.46% | -37.04% | +20.58% |
Max Drawdown (5Y)Largest decline over 5 years | -36.85% | -45.79% | +8.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.85% | -50.78% | +13.93% |
Current DrawdownCurrent decline from peak | -13.46% | -14.39% | +0.93% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -21.93% | -1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.84% | 24.26% | -18.42% |
Volatility
OTCAX vs. LSHAX - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund (OTCAX) is 7.09%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 9.79%. This indicates that OTCAX experiences smaller price fluctuations and is considered to be less risky than LSHAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCAX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 9.79% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 13.06% | 27.10% | -14.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.72% | 40.80% | -20.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.13% | 33.69% | -13.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.89% | 30.16% | -10.27% |