RPTTX vs. KMKAX
Compare and contrast key facts about T. Rowe Price Diversified Mid Cap Growth I (RPTTX) and Kinetics Market Opportunities Fund (KMKAX).
RPTTX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell MidCap Growth Index. It was launched on May 3, 2017. KMKAX is managed by Kinetics. It was launched on Jan 31, 2006.
Performance
RPTTX vs. KMKAX - Performance Comparison
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RPTTX vs. KMKAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | -5.99% | 10.48% | 23.99% | 21.00% | -24.50% | 13.69% | 32.02% | 38.08% | -3.02% | 13.20% |
KMKAX Kinetics Market Opportunities Fund | 22.43% | -3.31% | 83.58% | -7.57% | 14.69% | 27.69% | 19.31% | 22.42% | -10.92% | 45.21% |
Returns By Period
In the year-to-date period, RPTTX achieves a -5.99% return, which is significantly lower than KMKAX's 22.43% return.
RPTTX
- 1D
- 3.68%
- 1M
- -6.72%
- YTD
- -5.99%
- 6M
- -8.60%
- 1Y
- 10.86%
- 3Y*
- 13.07%
- 5Y*
- 5.66%
- 10Y*
- —
KMKAX
- 1D
- 1.40%
- 1M
- -7.66%
- YTD
- 22.43%
- 6M
- 11.30%
- 1Y
- 6.24%
- 3Y*
- 32.07%
- 5Y*
- 14.91%
- 10Y*
- 20.79%
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RPTTX vs. KMKAX - Expense Ratio Comparison
RPTTX has a 0.67% expense ratio, which is lower than KMKAX's 1.65% expense ratio.
Return for Risk
RPTTX vs. KMKAX — Risk / Return Rank
RPTTX
KMKAX
RPTTX vs. KMKAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Diversified Mid Cap Growth I (RPTTX) and Kinetics Market Opportunities Fund (KMKAX). 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.
| RPTTX | KMKAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.31 | +0.20 |
Sortino ratioReturn per unit of downside risk | 0.90 | 0.60 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.08 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 0.41 | +0.41 |
Martin ratioReturn relative to average drawdown | 2.71 | 0.76 | +1.95 |
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
| RPTTX | KMKAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.31 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.57 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.04 |
Correlation
The correlation between RPTTX and KMKAX is 0.47, 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
RPTTX vs. KMKAX - Dividend Comparison
RPTTX's dividend yield for the trailing twelve months is around 8.39%, more than KMKAX's 0.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPTTX T. Rowe Price Diversified Mid Cap Growth I | 8.39% | 7.89% | 8.53% | 6.85% | 1.22% | 10.29% | 4.89% | 2.13% | 5.38% | 3.81% |
KMKAX Kinetics Market Opportunities Fund | 0.50% | 0.61% | 0.66% | 0.69% | 1.19% | 1.29% | 0.02% | 0.07% | 9.28% | 0.51% |
Drawdowns
RPTTX vs. KMKAX - Drawdown Comparison
The maximum RPTTX drawdown since its inception was -35.91%, smaller than the maximum KMKAX drawdown of -65.57%. Use the drawdown chart below to compare losses from any high point for RPTTX and KMKAX.
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Drawdown Indicators
| RPTTX | KMKAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.91% | -65.57% | +29.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -19.64% | +5.56% |
Max Drawdown (5Y)Largest decline over 5 years | -35.62% | -31.56% | -4.06% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.56% | — |
Current DrawdownCurrent decline from peak | -10.92% | -10.45% | -0.47% |
Average DrawdownAverage peak-to-trough decline | -8.51% | -15.53% | +7.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 10.65% | -6.37% |
Volatility
RPTTX vs. KMKAX - Volatility Comparison
T. Rowe Price Diversified Mid Cap Growth I (RPTTX) and Kinetics Market Opportunities Fund (KMKAX) have volatilities of 7.24% and 7.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPTTX | KMKAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 7.05% | +0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 17.86% | -4.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.98% | 24.60% | -1.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 26.44% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.16% | 23.39% | -1.23% |