RIPIX vs. LSHAX
Compare and contrast key facts about Royce International Premier Fund Institutional Class (RIPIX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
RIPIX is managed by Royce Investment Partners. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
RIPIX vs. LSHAX - Performance Comparison
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RIPIX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | -19.53% | 82.16% | -19.74% | 39.45% | 42.75% | 5.23% | 31.30% | -17.53% |
Returns By Period
In the year-to-date period, RIPIX achieves a -9.90% return, which is significantly lower than LSHAX's 50.22% return.
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
LSHAX
- 1D
- -7.12%
- 1M
- -9.27%
- YTD
- 50.22%
- 6M
- 41.09%
- 1Y
- 5.55%
- 3Y*
- 29.23%
- 5Y*
- 17.40%
- 10Y*
- 19.52%
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RIPIX vs. LSHAX - Expense Ratio Comparison
RIPIX has a 1.04% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
RIPIX vs. LSHAX — Risk / Return Rank
RIPIX
LSHAX
RIPIX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Royce International Premier Fund Institutional Class (RIPIX) 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.
| RIPIX | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.14 | 0.17 | -0.30 |
Sortino ratioReturn per unit of downside risk | -0.09 | 0.53 | -0.61 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.07 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 0.12 | -0.31 |
Martin ratioReturn relative to average drawdown | -0.51 | 0.19 | -0.70 |
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
| RIPIX | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.14 | 0.17 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.52 | -0.82 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.35 | -0.30 |
Correlation
The correlation between RIPIX and LSHAX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RIPIX vs. LSHAX - Dividend Comparison
RIPIX's dividend yield for the trailing twelve months is around 1.62%, less than LSHAX's 7.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% | 0.00% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 7.71% | 11.59% | 4.66% | 9.40% | 1.76% | 0.11% | 0.53% | 0.00% | 4.85% | 3.94% | 1.84% |
Drawdowns
RIPIX vs. LSHAX - Drawdown Comparison
The maximum RIPIX drawdown since its inception was -41.89%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for RIPIX and LSHAX.
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Drawdown Indicators
| RIPIX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.89% | -69.03% | +27.14% |
Max Drawdown (1Y)Largest decline over 1 year | -16.38% | -37.04% | +20.66% |
Max Drawdown (5Y)Largest decline over 5 years | -41.89% | -45.79% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.78% | — |
Current DrawdownCurrent decline from peak | -33.58% | -15.53% | -18.05% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -21.94% | +4.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 24.25% | -18.22% |
Volatility
RIPIX vs. LSHAX - Volatility Comparison
The current volatility for Royce International Premier Fund Institutional Class (RIPIX) is 5.45%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 9.76%. This indicates that RIPIX 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
| RIPIX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 9.76% | -4.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 27.25% | -18.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 40.86% | -27.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.26% | 33.69% | -18.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.14% | 30.16% | -14.02% |