OTCKX vs. LSHAX
OTCKX (MFS Mid Cap Growth Fund Class R6) and LSHAX (Kinetics Spin-Off and Corporate Restructuring Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, OTCKX returned 12.29%/yr vs 17.66%/yr for LSHAX. Their 0.51 correlation means they have sometimes moved together and sometimes differently. OTCKX charges 0.65%/yr vs 1.68%/yr for LSHAX.
Performance
OTCKX vs. LSHAX - Performance Comparison
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Returns By Period
In the year-to-date period, OTCKX achieves a 2.29% return, which is significantly lower than LSHAX's 34.57% return. Over the past 10 years, OTCKX has underperformed LSHAX with an annualized return of 12.29%, while LSHAX has yielded a comparatively higher 17.66% annualized return.
OTCKX
- 1D
- -0.10%
- 1M
- -3.32%
- 6M
- 2.54%
- YTD
- 2.29%
- 1Y
- -0.97%
- 3Y*
- 12.44%
- 5Y*
- 4.01%
- 10Y*
- 12.29%
- ALL TIME*
- 11.38%
LSHAX
- 1D
- 1.56%
- 1M
- -0.67%
- 6M
- 17.19%
- YTD
- 34.57%
- 1Y
- 26.21%
- 3Y*
- 26.69%
- 5Y*
- 14.86%
- 10Y*
- 17.66%
- ALL TIME*
- 8.54%
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 |
OTCKX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCKX MFS Mid Cap Growth Fund Class R6 | 2.29% | 3.75% | 26.48% | 21.50% | -28.29% | 14.09% | 35.81% | 37.93% | 1.19% | 26.35% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -8.18% | 15.65% |
Correlation
The correlation between OTCKX and LSHAX is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
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 Jan 2, 2014 | 0.51 |
Over the past year, the correlation between OTCKX and LSHAX has dropped to 0.22 - well below their long-term average of 0.51, suggesting their price drivers have been diverging.
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Return for Risk
OTCKX vs. LSHAX — Risk / Return Rank
OTCKX
LSHAX
OTCKX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Mid Cap Growth Fund Class R6 (OTCKX) 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.
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.
| OTCKX | LSHAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.14 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 0.79 | -0.92 |
| Martin ratioReturn relative to average drawdown | -0.32 | 1.73 | -2.05 |
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Drawdowns
OTCKX vs. LSHAX - Drawdown Comparison
The maximum OTCKX drawdown since its inception was -36.64%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for OTCKX and LSHAX.
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Drawdown Indicators
| OTCKX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.64% | -69.03% | +32.39% |
Max Drawdown (1Y)Largest decline over 1 year | -16.31% | -28.39% | +12.08% |
Max Drawdown (3Y)Largest decline over 3 years | -20.99% | -45.79% | +24.80% |
Max Drawdown (5Y)Largest decline over 5 years | -36.64% | -45.79% | +9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -36.64% | -50.78% | +14.14% |
Current DrawdownCurrent decline from peak | -5.37% | -24.32% | +18.95% |
Average DrawdownAverage peak-to-trough decline | -7.31% | -21.96% | +14.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 12.96% | -6.48% |
Volatility
OTCKX vs. LSHAX - Volatility Comparison
The current volatility for MFS Mid Cap Growth Fund Class R6 (OTCKX) is 4.76%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 7.54%. This indicates that OTCKX 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
| OTCKX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.76% | 7.54% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.54% | 30.08% | -15.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 38.98% | -21.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 34.58% | -14.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.12% | 30.98% | -10.86% |
OTCKX vs. LSHAX - Expense Ratio Comparison
OTCKX has a 0.65% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Dividends
OTCKX vs. LSHAX - Dividend Comparison
OTCKX's dividend yield for the trailing twelve months is around 14.55%, more than LSHAX's 8.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 8.61% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% | 0.00% |
OTCKX MFS Mid Cap Growth Fund Class R6 | 14.55% | 14.88% | 16.85% | 0.00% | 0.00% | 3.35% | 0.77% | 0.81% | 4.40% | 8.28% | 5.38% | 2.72% |
Frequently Asked Questions
OTCKX and LSHAX have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSHAX has higher volatility (7.54%) compared to OTCKX (4.76%). In terms of maximum drawdown, OTCKX dropped -36.64% vs LSHAX's -69.03%.
LSHAX currently has the higher Sharpe Ratio (0.58 vs -0.12), 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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