WWNPX vs. VIGAX
Compare and contrast key facts about Kinetics Paradigm Fund (WWNPX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
WWNPX is managed by Kinetics. It was launched on Dec 31, 1999. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWNPX or VIGAX.
Key characteristics
| WWNPX | VIGAX | |
|---|---|---|
| YTD Return | 50.31% | 20.73% |
| 1Y Return | 43.45% | 32.75% |
| 3Y Return (Ann) | 17.31% | 7.97% |
| 5Y Return (Ann) | 19.86% | 18.04% |
| 10Y Return (Ann) | 14.42% | 15.09% |
| Sharpe Ratio | 1.70 | 1.90 |
| Daily Std Dev | 27.01% | 17.30% |
| Max Drawdown | -67.87% | -50.66% |
| Current Drawdown | 0.00% | -4.50% |
Correlation
The correlation between WWNPX and VIGAX is 0.64, 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. VIGAX - Performance Comparison
In the year-to-date period, WWNPX achieves a 50.31% return, which is significantly higher than VIGAX's 20.73% return. Both investments have delivered pretty close results over the past 10 years, with WWNPX having a 14.42% annualized return and VIGAX not far ahead at 15.09%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WWNPX vs. VIGAX - Expense Ratio Comparison
WWNPX has a 1.64% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Risk-Adjusted Performance
WWNPX vs. VIGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics Paradigm Fund (WWNPX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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. VIGAX - Dividend Comparison
WWNPX's dividend yield for the trailing twelve months is around 3.76%, more than VIGAX's 0.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WWNPX Kinetics Paradigm Fund | 3.76% | 5.65% | 2.00% | 1.67% | 2.15% | 1.00% | 10.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.61% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.49% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% | 1.21% | 1.19% |
Drawdowns
WWNPX vs. VIGAX - Drawdown Comparison
The maximum WWNPX drawdown since its inception was -67.87%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for WWNPX and VIGAX. For additional features, visit the drawdowns tool.
Volatility
WWNPX vs. VIGAX - Volatility Comparison
Kinetics Paradigm Fund (WWNPX) has a higher volatility of 8.13% compared to Vanguard Growth Index Fund Admiral Shares (VIGAX) at 5.53%. This indicates that WWNPX's price experiences larger fluctuations and is considered to be riskier than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.