WWNPX vs. SWPPX
Compare and contrast key facts about Kinetics Paradigm Fund (WWNPX) and Schwab S&P 500 Index Fund (SWPPX).
WWNPX is managed by Kinetics. It was launched on Dec 31, 1999. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWNPX or SWPPX.
Correlation
The correlation between WWNPX and SWPPX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WWNPX vs. SWPPX - Performance Comparison
Key characteristics
WWNPX:
3.43
SWPPX:
2.02
WWNPX:
4.11
SWPPX:
2.71
WWNPX:
1.61
SWPPX:
1.37
WWNPX:
3.40
SWPPX:
3.08
WWNPX:
13.86
SWPPX:
12.88
WWNPX:
8.55%
SWPPX:
2.02%
WWNPX:
34.51%
SWPPX:
12.87%
WWNPX:
-68.12%
SWPPX:
-55.06%
WWNPX:
-18.56%
SWPPX:
-2.18%
Returns By Period
In the year-to-date period, WWNPX achieves a 18.04% return, which is significantly higher than SWPPX's 1.22% return. Over the past 10 years, WWNPX has outperformed SWPPX with an annualized return of 16.90%, while SWPPX has yielded a comparatively lower 13.19% annualized return.
WWNPX
18.04%
5.54%
51.53%
123.62%
23.80%
16.90%
SWPPX
1.22%
-1.95%
7.17%
26.54%
14.12%
13.19%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WWNPX vs. SWPPX - Expense Ratio Comparison
WWNPX has a 1.64% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
WWNPX vs. SWPPX — Risk-Adjusted Performance Rank
WWNPX
SWPPX
WWNPX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Paradigm Fund (WWNPX) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
WWNPX has not paid dividends to shareholders, while SWPPX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WWNPX Kinetics Paradigm Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWPPX Schwab S&P 500 Index Fund | 1.21% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
WWNPX vs. SWPPX - Drawdown Comparison
The maximum WWNPX drawdown since its inception was -68.12%, which is greater than SWPPX's maximum drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for WWNPX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
WWNPX vs. SWPPX - Volatility Comparison
Kinetics Paradigm Fund (WWNPX) has a higher volatility of 12.12% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.97%. This indicates that WWNPX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.