TWHIX vs. KMKAX

In the year-to-date period, TWHIX achieves a 4.63% return, which is significantly lower than KMKAX's 17.68% return. Over the past 10 years, TWHIX has underperformed KMKAX with an annualized return of -0.28%, while KMKAX has yielded a comparatively higher 18.03% annualized return.

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TWHIX has a 1.00% expense ratio, which is lower than KMKAX's 1.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Century Heritage Fund (TWHIX) 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.

The current TWHIX Sharpe Ratio is 0.07, which is lower than the KMKAX Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of TWHIX and KMKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TWHIX's dividend yield for the trailing twelve months is around 14.89%, more than KMKAX's 0.45% yield.

The maximum TWHIX drawdown since its inception was -58.72%, smaller than the maximum KMKAX drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for TWHIX and KMKAX. For additional features, visit the drawdowns tool.

American Century Heritage Fund (TWHIX) has a higher volatility of 7.93% compared to Kinetics Market Opportunities Fund (KMKAX) at 4.95%. This indicates that TWHIX's price experiences larger fluctuations and is considered to be riskier than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.