WWNPX vs. KSCOX
Compare and contrast key facts about Kinetics Paradigm Fund (WWNPX) and Kinetics Small Cap Opportunities Fund (KSCOX).
WWNPX is managed by Kinetics. It was launched on Dec 31, 1999. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWNPX or KSCOX.
Correlation
The correlation between WWNPX and KSCOX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WWNPX vs. KSCOX - Performance Comparison
Key characteristics
WWNPX:
3.80
KSCOX:
3.56
WWNPX:
4.41
KSCOX:
4.42
WWNPX:
1.67
KSCOX:
1.67
WWNPX:
3.76
KSCOX:
3.48
WWNPX:
15.08
KSCOX:
13.64
WWNPX:
8.67%
KSCOX:
7.38%
WWNPX:
34.42%
KSCOX:
28.31%
WWNPX:
-68.12%
KSCOX:
-70.78%
WWNPX:
-16.35%
KSCOX:
-13.79%
Returns By Period
In the year-to-date period, WWNPX achieves a 21.15% return, which is significantly higher than KSCOX's 16.85% return. Over the past 10 years, WWNPX has underperformed KSCOX with an annualized return of 17.31%, while KSCOX has yielded a comparatively higher 19.27% annualized return.
WWNPX
21.15%
16.97%
55.57%
130.19%
24.42%
17.31%
KSCOX
16.85%
14.89%
44.85%
99.82%
25.33%
19.27%
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WWNPX vs. KSCOX - Expense Ratio Comparison
Both WWNPX and KSCOX have an expense ratio of 1.64%.
Risk-Adjusted Performance
WWNPX vs. KSCOX — Risk-Adjusted Performance Rank
WWNPX
KSCOX
WWNPX vs. KSCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Paradigm Fund (WWNPX) and Kinetics Small Cap Opportunities Fund (KSCOX). 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.
Dividends
WWNPX vs. KSCOX - Dividend Comparison
WWNPX's dividend yield for the trailing twelve months is around 0.06%, less than KSCOX's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
WWNPX Kinetics Paradigm Fund | 0.06% | 0.07% | 0.00% | 0.00% | 0.00% | 0.32% | 0.01% |
KSCOX Kinetics Small Cap Opportunities Fund | 1.48% | 1.73% | 1.25% | 0.00% | 1.67% | 0.00% | 0.00% |
Drawdowns
WWNPX vs. KSCOX - Drawdown Comparison
The maximum WWNPX drawdown since its inception was -68.12%, roughly equal to the maximum KSCOX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for WWNPX and KSCOX. For additional features, visit the drawdowns tool.
Volatility
WWNPX vs. KSCOX - Volatility Comparison
Kinetics Paradigm Fund (WWNPX) has a higher volatility of 12.14% compared to Kinetics Small Cap Opportunities Fund (KSCOX) at 9.43%. This indicates that WWNPX's price experiences larger fluctuations and is considered to be riskier than KSCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.