PFSLX vs. KMVAX
Compare and contrast key facts about Paradigm Select Fund (PFSLX) and Kirr Marbach Partners Value Fund (KMVAX).
PFSLX is managed by Paradigm Funds. It was launched on Jan 3, 2005. KMVAX is managed by Kirr Marbach Partners. It was launched on Dec 31, 1998.
Performance
PFSLX vs. KMVAX - Performance Comparison
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PFSLX vs. KMVAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFSLX Paradigm Select Fund | 11.83% | 13.27% | 16.73% | 26.94% | -26.44% | 31.16% | 26.05% | 38.32% | -9.93% | 16.13% |
KMVAX Kirr Marbach Partners Value Fund | 1.97% | 14.44% | 27.82% | 20.42% | -16.01% | 28.83% | 2.96% | 27.03% | -19.72% | 16.12% |
Returns By Period
In the year-to-date period, PFSLX achieves a 11.83% return, which is significantly higher than KMVAX's 1.97% return. Over the past 10 years, PFSLX has outperformed KMVAX with an annualized return of 14.28%, while KMVAX has yielded a comparatively lower 10.26% annualized return.
PFSLX
- 1D
- 4.93%
- 1M
- -5.75%
- YTD
- 11.83%
- 6M
- 22.96%
- 1Y
- 45.46%
- 3Y*
- 19.79%
- 5Y*
- 9.58%
- 10Y*
- 14.28%
KMVAX
- 1D
- 3.26%
- 1M
- -6.04%
- YTD
- 1.97%
- 6M
- -2.72%
- 1Y
- 23.05%
- 3Y*
- 18.99%
- 5Y*
- 11.56%
- 10Y*
- 10.26%
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PFSLX vs. KMVAX - Expense Ratio Comparison
PFSLX has a 1.16% expense ratio, which is lower than KMVAX's 1.45% expense ratio.
Return for Risk
PFSLX vs. KMVAX — Risk / Return Rank
PFSLX
KMVAX
PFSLX vs. KMVAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Select Fund (PFSLX) and Kirr Marbach Partners Value Fund (KMVAX). 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.
| PFSLX | KMVAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.20 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.30 | 1.79 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.25 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 3.36 | 2.17 | +1.19 |
Martin ratioReturn relative to average drawdown | 12.98 | 6.23 | +6.75 |
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
| PFSLX | KMVAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.20 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.63 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.04 | 0.51 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.40 | -0.35 |
Correlation
The correlation between PFSLX and KMVAX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PFSLX vs. KMVAX - Dividend Comparison
PFSLX's dividend yield for the trailing twelve months is around 0.13%, less than KMVAX's 5.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFSLX Paradigm Select Fund | 0.13% | 0.14% | 0.02% | 0.31% | 0.01% | 0.17% | 0.11% | 0.58% | 2.93% | 3.89% | 0.74% | 9.40% |
KMVAX Kirr Marbach Partners Value Fund | 5.19% | 5.30% | 7.58% | 3.35% | 3.57% | 3.72% | 1.35% | 2.11% | 9.38% | 6.87% | 5.64% | 0.34% |
Drawdowns
PFSLX vs. KMVAX - Drawdown Comparison
The maximum PFSLX drawdown since its inception was -93.50%, which is greater than KMVAX's maximum drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for PFSLX and KMVAX.
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Drawdown Indicators
| PFSLX | KMVAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.50% | -65.81% | -27.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -11.33% | -2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -93.50% | -24.84% | -68.66% |
Max Drawdown (10Y)Largest decline over 10 years | -93.50% | -45.41% | -48.09% |
Current DrawdownCurrent decline from peak | -89.23% | -6.82% | -82.41% |
Average DrawdownAverage peak-to-trough decline | -13.35% | -10.04% | -3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 3.95% | -0.40% |
Volatility
PFSLX vs. KMVAX - Volatility Comparison
Paradigm Select Fund (PFSLX) has a higher volatility of 11.60% compared to Kirr Marbach Partners Value Fund (KMVAX) at 6.55%. This indicates that PFSLX's price experiences larger fluctuations and is considered to be riskier than KMVAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFSLX | KMVAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.60% | 6.55% | +5.05% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 12.31% | +6.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.15% | 20.21% | +7.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 475.26% | 18.30% | +456.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 336.39% | 20.10% | +316.29% |