PMAQX vs. WWNPX
PMAQX (Principal MidCap R6) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 5 years, PMAQX returned 4.40%/yr vs 14.58%/yr for WWNPX. Their 0.48 correlation means their historical movements had little consistent relationship. PMAQX charges 0.60%/yr vs 1.64%/yr for WWNPX.
Performance
PMAQX vs. WWNPX - Performance Comparison
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Returns By Period
In the year-to-date period, PMAQX achieves a -4.40% return, which is significantly lower than WWNPX's 23.11% return.
PMAQX
- 1D
- -0.75%
- 1M
- -1.32%
- 6M
- -4.05%
- YTD
- -4.40%
- 1Y
- -7.95%
- 3Y*
- 9.14%
- 5Y*
- 4.40%
- 10Y*
- —
- ALL TIME*
- 12.19%
WWNPX
- 1D
- 1.24%
- 1M
- -0.12%
- 6M
- 11.03%
- YTD
- 23.11%
- 1Y
- 13.09%
- 3Y*
- 28.55%
- 5Y*
- 14.58%
- 10Y*
- 18.48%
- ALL TIME*
- 11.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
PMAQX Principal MidCap R6 | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PMAQX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | -4.40% | 1.71% | 23.74% | 26.02% | -23.09% | 25.29% | 18.38% | 49.59% | -6.79% | 24.68% |
WWNPX Kinetics Paradigm Fund | 23.11% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
Correlation
The correlation between PMAQX and WWNPX is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.21 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.42 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.48 |
Over the past year, the correlation between PMAQX and WWNPX has dropped to 0.21 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
PMAQX vs. WWNPX — Risk / Return Rank
PMAQX
WWNPX
PMAQX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal MidCap R6 (PMAQX) 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.
| PMAQX | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.88 | ||
| Sortino ratioReturn per unit of downside risk | -1.40 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.08 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | -0.47 | 0.36 | -0.82 |
| Martin ratioReturn relative to average drawdown | -0.91 | 0.81 | -1.72 |
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Drawdowns
PMAQX vs. WWNPX - Drawdown Comparison
The maximum PMAQX drawdown since its inception was -40.56%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for PMAQX and WWNPX.
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Drawdown Indicators
| PMAQX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -67.87% | +27.31% |
Max Drawdown (1Y)Largest decline over 1 year | -19.25% | -27.71% | +8.46% |
Max Drawdown (3Y)Largest decline over 3 years | -19.25% | -41.13% | +21.88% |
Max Drawdown (5Y)Largest decline over 5 years | -31.10% | -41.13% | +10.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.51% | — |
Current DrawdownCurrent decline from peak | -10.62% | -25.38% | +14.76% |
Average DrawdownAverage peak-to-trough decline | -6.89% | -13.98% | +7.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.81% | 12.27% | -2.46% |
Volatility
PMAQX vs. WWNPX - Volatility Comparison
The current volatility for Principal MidCap R6 (PMAQX) is 5.21%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 6.96%. This indicates that PMAQX 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
| PMAQX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.21% | 6.96% | -1.75% |
Volatility (6M)Calculated over the trailing 6-month period | 12.03% | 26.74% | -14.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.19% | 34.29% | -19.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.74% | 33.11% | -14.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 28.84% | -9.41% |
PMAQX vs. WWNPX - Expense Ratio Comparison
PMAQX has a 0.60% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
PMAQX vs. WWNPX - Dividend Comparison
PMAQX's dividend yield for the trailing twelve months is around 6.07%, less than WWNPX's 6.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
PMAQX Principal MidCap R6 | 6.07% | 5.80% | 6.46% | 2.58% | 3.18% | 7.96% | 1.08% | 9.14% | 12.39% | 3.39% |
WWNPX Kinetics Paradigm Fund | 6.67% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% |
Frequently Asked Questions
PMAQX and WWNPX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWNPX has higher volatility (6.96%) compared to PMAQX (5.21%). In terms of maximum drawdown, PMAQX dropped -40.56% vs WWNPX's -67.87%.
WWNPX currently has the higher Sharpe Ratio (0.29 vs -0.59), 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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