WWNPX vs. BQMGX
WWNPX (Kinetics Paradigm Fund) and BQMGX (Bright Rock Mid Cap Growth Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, WWNPX returned 17.86%/yr vs 9.05%/yr for BQMGX. A 0.61 correlation means they provide meaningful diversification when combined. WWNPX charges 1.64%/yr vs 1.07%/yr for BQMGX.
Performance
WWNPX vs. BQMGX - Performance Comparison
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Returns By Period
In the year-to-date period, WWNPX achieves a 12.75% return, which is significantly higher than BQMGX's -2.93% return. Over the past 10 years, WWNPX has outperformed BQMGX with an annualized return of 17.86%, while BQMGX has yielded a comparatively lower 9.05% annualized return.
WWNPX
- 1D
- 1.05%
- 1M
- -11.42%
- YTD
- 12.75%
- 6M
- 9.79%
- 1Y
- -3.12%
- 3Y*
- 29.02%
- 5Y*
- 12.04%
- 10Y*
- 17.86%
BQMGX
- 1D
- -0.09%
- 1M
- 0.31%
- YTD
- -2.93%
- 6M
- -4.11%
- 1Y
- -2.85%
- 3Y*
- 5.22%
- 5Y*
- 2.65%
- 10Y*
- 9.05%
WWNPX vs. BQMGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WWNPX Kinetics Paradigm Fund | 12.75% | -14.61% | 88.34% | -16.97% | 29.18% | 38.14% | 3.38% | 30.47% | -5.24% | 28.41% |
BQMGX Bright Rock Mid Cap Growth Fund | -2.93% | -0.29% | 14.16% | 13.00% | -19.44% | 23.02% | 19.62% | 32.05% | -6.68% | 22.16% |
Correlation
The correlation between WWNPX and BQMGX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.36 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.45 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.49 |
Correlation (All Time) Calculated using the full available price history since May 26, 2010 | 0.61 |
Over the past year, the correlation between WWNPX and BQMGX has dropped to 0.36 - well below their long-term average of 0.61, suggesting their price drivers have been diverging.
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Return for Risk
WWNPX vs. BQMGX — Risk / Return Rank
WWNPX
BQMGX
WWNPX vs. BQMGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Paradigm Fund (WWNPX) and Bright Rock Mid Cap Growth Fund (BQMGX). 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.
| WWNPX | BQMGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 0.99 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | -0.15 | -0.03 |
| Martin ratioReturn relative to average drawdown | -0.43 | -0.33 | -0.10 |
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Drawdowns
WWNPX vs. BQMGX - Drawdown Comparison
The maximum WWNPX drawdown since its inception was -67.87%, which is greater than BQMGX's maximum drawdown of -36.05%. Use the drawdown chart below to compare losses from any high point for WWNPX and BQMGX.
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Drawdown Indicators
| WWNPX | BQMGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.87% | -36.05% | -31.82% |
Max Drawdown (1Y)Largest decline over 1 year | -27.71% | -11.62% | -16.09% |
Max Drawdown (3Y)Largest decline over 3 years | -41.13% | -18.72% | -22.41% |
Max Drawdown (5Y)Largest decline over 5 years | -41.13% | -25.92% | -15.21% |
Max Drawdown (10Y)Largest decline over 10 years | -43.51% | -36.05% | -7.46% |
Current DrawdownCurrent decline from peak | -31.66% | -8.84% | -22.82% |
Average DrawdownAverage peak-to-trough decline | -13.93% | -5.88% | -8.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.77% | 5.19% | +6.58% |
Volatility
WWNPX vs. BQMGX - Volatility Comparison
Kinetics Paradigm Fund (WWNPX) has a higher volatility of 9.71% compared to Bright Rock Mid Cap Growth Fund (BQMGX) at 3.35%. This indicates that WWNPX's price experiences larger fluctuations and is considered to be riskier than BQMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WWNPX | BQMGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.71% | 3.35% | +6.36% |
Volatility (6M)Calculated over the trailing 6-month period | 26.86% | 9.31% | +17.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.74% | 12.30% | +21.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.01% | 16.85% | +16.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.71% | 17.99% | +10.72% |
WWNPX vs. BQMGX - Expense Ratio Comparison
WWNPX has a 1.64% expense ratio, which is higher than BQMGX's 1.07% expense ratio.
Dividends
WWNPX vs. BQMGX - Dividend Comparison
WWNPX's dividend yield for the trailing twelve months is around 7.28%, more than BQMGX's 4.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BQMGX Bright Rock Mid Cap Growth Fund | 4.24% | 4.12% | 5.99% | 0.00% | 5.90% | 8.05% | 5.27% | 3.50% | 0.00% | 0.08% | 1.07% | 5.80% |
WWNPX Kinetics Paradigm Fund | 7.28% | 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
WWNPX and BQMGX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWNPX has higher volatility (9.71%) compared to BQMGX (3.35%). In terms of maximum drawdown, WWNPX dropped -67.87% vs BQMGX's -36.05%.
BQMGX currently has the higher Sharpe Ratio (-0.14 vs -0.15), 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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