VIMCX vs. WWNPX
VIMCX (Virtus KAR Mid-Cap Core Fund) and WWNPX (Kinetics Paradigm Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, VIMCX returned 10.70%/yr vs 18.48%/yr for WWNPX. Their 0.61 correlation means they have sometimes moved together and sometimes differently. VIMCX charges 0.95%/yr vs 1.64%/yr for WWNPX.
Performance
VIMCX vs. WWNPX - Performance Comparison
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Returns By Period
In the year-to-date period, VIMCX achieves a 0.96% return, which is significantly lower than WWNPX's 23.11% return. Over the past 10 years, VIMCX has underperformed WWNPX with an annualized return of 10.70%, while WWNPX has yielded a comparatively higher 18.48% annualized return.
VIMCX
- 1D
- 0.26%
- 1M
- -0.48%
- 6M
- -3.46%
- YTD
- 0.96%
- 1Y
- 0.27%
- 3Y*
- 4.58%
- 5Y*
- 2.15%
- 10Y*
- 10.70%
- ALL TIME*
- 12.49%
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) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VIMCX vs. WWNPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 0.96% | 0.72% | 5.20% | 22.64% | -19.75% | 25.28% | 26.11% | 31.74% | -4.18% | 24.95% |
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 VIMCX and WWNPX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.39 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.44 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2009 | 0.61 |
Over the past year, the correlation between VIMCX and WWNPX has dropped to 0.37 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
VIMCX vs. WWNPX — Risk / Return Rank
VIMCX
WWNPX
VIMCX vs. WWNPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Mid-Cap Core Fund (VIMCX) 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.
| VIMCX | WWNPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.54 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.08 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 0.36 | -0.38 |
| Martin ratioReturn relative to average drawdown | -0.05 | 0.81 | -0.86 |
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Drawdowns
VIMCX vs. WWNPX - Drawdown Comparison
The maximum VIMCX drawdown since its inception was -33.92%, smaller than the maximum WWNPX drawdown of -67.87%. Use the drawdown chart below to compare losses from any high point for VIMCX and WWNPX.
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Drawdown Indicators
| VIMCX | WWNPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.92% | -67.87% | +33.95% |
Max Drawdown (1Y)Largest decline over 1 year | -12.14% | -27.71% | +15.57% |
Max Drawdown (3Y)Largest decline over 3 years | -20.32% | -41.13% | +20.81% |
Max Drawdown (5Y)Largest decline over 5 years | -28.42% | -41.13% | +12.71% |
Max Drawdown (10Y)Largest decline over 10 years | -33.92% | -43.51% | +9.59% |
Current DrawdownCurrent decline from peak | -5.63% | -25.38% | +19.75% |
Average DrawdownAverage peak-to-trough decline | -4.89% | -13.98% | +9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 12.27% | -7.41% |
Volatility
VIMCX vs. WWNPX - Volatility Comparison
The current volatility for Virtus KAR Mid-Cap Core Fund (VIMCX) is 3.84%, while Kinetics Paradigm Fund (WWNPX) has a volatility of 6.96%. This indicates that VIMCX 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
| VIMCX | WWNPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.84% | 6.96% | -3.12% |
Volatility (6M)Calculated over the trailing 6-month period | 12.41% | 26.74% | -14.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.35% | 34.29% | -17.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.21% | 33.11% | -14.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.66% | 28.84% | -10.18% |
VIMCX vs. WWNPX - Expense Ratio Comparison
VIMCX has a 0.95% expense ratio, which is lower than WWNPX's 1.64% expense ratio.
Dividends
VIMCX vs. WWNPX - Dividend Comparison
VIMCX's dividend yield for the trailing twelve months is around 4.37%, less than WWNPX's 6.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMCX Virtus KAR Mid-Cap Core Fund | 4.37% | 4.41% | 0.00% | 2.36% | 0.23% | 1.58% | 0.67% | 0.94% | 0.77% | 0.29% | 0.00% | 0.63% |
WWNPX Kinetics Paradigm Fund | 6.67% | 8.21% | 2.95% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VIMCX and WWNPX have a correlation of 0.37, 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 VIMCX (3.84%). In terms of maximum drawdown, VIMCX dropped -33.92% vs WWNPX's -67.87%.
WWNPX currently has the higher Sharpe Ratio (0.29 vs -0.02), 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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