RPTIX vs. LSHAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund Class I (RPTIX) and Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX).
RPTIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell MidCap Growth Index. It was launched on Aug 28, 2015. LSHAX is managed by Kinetics. It was launched on May 4, 2007.
Performance
RPTIX vs. LSHAX - Performance Comparison
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RPTIX vs. LSHAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPTIX T. Rowe Price Mid-Cap Growth Fund Class I | -6.64% | 10.68% | 9.48% | 20.42% | -22.39% | 15.07% | 24.31% | 31.69% | -1.99% | 24.97% |
LSHAX Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | -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, RPTIX achieves a -6.64% return, which is significantly lower than LSHAX's 50.22% return. Over the past 10 years, RPTIX has underperformed LSHAX with an annualized return of 9.98%, while LSHAX has yielded a comparatively higher 19.52% annualized return.
RPTIX
- 1D
- -0.34%
- 1M
- -9.23%
- YTD
- -6.64%
- 6M
- 0.41%
- 1Y
- 11.23%
- 3Y*
- 8.30%
- 5Y*
- 3.37%
- 10Y*
- 9.98%
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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RPTIX vs. LSHAX - Expense Ratio Comparison
RPTIX has a 0.63% expense ratio, which is lower than LSHAX's 1.68% expense ratio.
Return for Risk
RPTIX vs. LSHAX — Risk / Return Rank
RPTIX
LSHAX
RPTIX vs. LSHAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund Class I (RPTIX) 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.
| RPTIX | LSHAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.17 | +0.41 |
Sortino ratioReturn per unit of downside risk | 0.99 | 0.53 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.07 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.71 | 0.12 | +0.59 |
Martin ratioReturn relative to average drawdown | 2.85 | 0.19 | +2.66 |
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
| RPTIX | LSHAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.17 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.52 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.65 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.35 | +0.18 |
Correlation
The correlation between RPTIX and LSHAX is 0.53, 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
RPTIX vs. LSHAX - Dividend Comparison
RPTIX's dividend yield for the trailing twelve months is around 13.68%, more than LSHAX's 7.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RPTIX T. Rowe Price Mid-Cap Growth Fund Class I | 13.68% | 12.77% | 10.24% | 6.48% | 2.59% | 10.67% | 4.54% | 5.41% | 12.28% | 8.18% | 3.60% |
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
RPTIX vs. LSHAX - Drawdown Comparison
The maximum RPTIX drawdown since its inception was -35.94%, smaller than the maximum LSHAX drawdown of -69.03%. Use the drawdown chart below to compare losses from any high point for RPTIX and LSHAX.
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Drawdown Indicators
| RPTIX | LSHAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.94% | -69.03% | +33.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -37.04% | +24.58% |
Max Drawdown (5Y)Largest decline over 5 years | -31.99% | -45.79% | +13.80% |
Max Drawdown (10Y)Largest decline over 10 years | -35.94% | -50.78% | +14.84% |
Current DrawdownCurrent decline from peak | -10.17% | -15.53% | +5.36% |
Average DrawdownAverage peak-to-trough decline | -6.85% | -21.94% | +15.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.11% | 24.25% | -21.14% |
Volatility
RPTIX vs. LSHAX - Volatility Comparison
The current volatility for T. Rowe Price Mid-Cap Growth Fund Class I (RPTIX) is 4.75%, while Kinetics Spin-Off and Corporate Restructuring Fund (LSHAX) has a volatility of 9.76%. This indicates that RPTIX 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
| RPTIX | LSHAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.75% | 9.76% | -5.01% |
Volatility (6M)Calculated over the trailing 6-month period | 11.46% | 27.25% | -15.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.54% | 40.86% | -21.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.67% | 33.69% | -15.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.76% | 30.16% | -11.40% |