WWNPX vs. SMH

In the year-to-date period, WWNPX achieves a 8.54% return, which is significantly higher than SMH's 0.79% return. Over the past 10 years, WWNPX has underperformed SMH with an annualized return of 17.87%, while SMH has yielded a comparatively higher 24.79% annualized return.

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WWNPX has a 1.64% expense ratio, which is higher than SMH's 0.35% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Kinetics Paradigm Fund (WWNPX) and VanEck Vectors Semiconductor ETF (SMH). 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 WWNPX Sharpe Ratio is 1.80, which is higher than the SMH Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of WWNPX and SMH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WWNPX's dividend yield for the trailing twelve months is around 2.72%, more than SMH's 0.44% yield.

The maximum WWNPX drawdown since its inception was -67.87%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for WWNPX and SMH.

Kinetics Paradigm Fund (WWNPX) and VanEck Vectors Semiconductor ETF (SMH) have volatilities of 8.34% and 8.70%, 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.