ARCHX vs. WWWEX
ARCHX (Archer Balanced Fund) and WWWEX (Kinetics The Global Fund) are both Diversified Portfolio funds. Over the past 10 years, ARCHX returned 8.57%/yr vs 15.16%/yr for WWWEX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. ARCHX charges 1.20%/yr vs 1.39%/yr for WWWEX.
Performance
ARCHX vs. WWWEX - Performance Comparison
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Returns By Period
In the year-to-date period, ARCHX achieves a 8.68% return, which is significantly higher than WWWEX's 4.79% return. Over the past 10 years, ARCHX has underperformed WWWEX with an annualized return of 8.57%, while WWWEX has yielded a comparatively higher 15.16% annualized return.
ARCHX
- 1D
- 1.05%
- 1M
- 1.00%
- 6M
- 4.98%
- YTD
- 8.68%
- 1Y
- 18.95%
- 3Y*
- 12.96%
- 5Y*
- 8.27%
- 10Y*
- 8.57%
- ALL TIME*
- 6.23%
WWWEX
- 1D
- 1.26%
- 1M
- 1.02%
- 6M
- -0.88%
- YTD
- 4.79%
- 1Y
- 0.83%
- 3Y*
- 28.06%
- 5Y*
- 13.30%
- 10Y*
- 15.16%
- ALL TIME*
- 4.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
ARCHX Archer Balanced Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
ARCHX vs. WWWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | 8.68% | 14.85% | 12.15% | 13.52% | -11.55% | 17.58% | 6.19% | 21.07% | -6.87% | 13.74% |
WWWEX Kinetics The Global Fund | 4.79% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 48.93% |
Correlation
The correlation between ARCHX and WWWEX is 0.53, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.53 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.45 |
Correlation (All Time) Calculated using the full available price history since Sep 20, 2005 | 0.53 |
The correlation between ARCHX and WWWEX has been stable across timeframes, ranging from 0.45 to 0.53 - a consistent structural relationship.
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Return for Risk
ARCHX vs. WWWEX — Risk / Return Rank
ARCHX
WWWEX
ARCHX vs. WWWEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Archer Balanced Fund (ARCHX) and Kinetics The Global Fund (WWWEX). 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.
| ARCHX | WWWEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.27 | ||
| Sortino ratioReturn per unit of downside risk | +3.23 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.00 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | -0.07 | +2.99 |
| Martin ratioReturn relative to average drawdown | 12.56 | -0.15 | +12.70 |
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Drawdowns
ARCHX vs. WWWEX - Drawdown Comparison
The maximum ARCHX drawdown since its inception was -98.08%, which is greater than WWWEX's maximum drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for ARCHX and WWWEX.
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Drawdown Indicators
| ARCHX | WWWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.08% | -82.60% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -6.26% | -13.86% | +7.60% |
Max Drawdown (3Y)Largest decline over 3 years | -98.08% | -17.66% | -80.42% |
Max Drawdown (5Y)Largest decline over 5 years | -98.08% | -26.62% | -71.46% |
Max Drawdown (10Y)Largest decline over 10 years | -98.08% | -36.00% | -62.08% |
Current DrawdownCurrent decline from peak | -97.36% | -9.61% | -87.75% |
Average DrawdownAverage peak-to-trough decline | -13.34% | -41.12% | +27.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 6.63% | -5.18% |
Volatility
ARCHX vs. WWWEX - Volatility Comparison
The current volatility for Archer Balanced Fund (ARCHX) is 2.07%, while Kinetics The Global Fund (WWWEX) has a volatility of 3.67%. This indicates that ARCHX experiences smaller price fluctuations and is considered to be less risky than WWWEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARCHX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.07% | 3.67% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 6.34% | 13.30% | -6.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.24% | 17.34% | -9.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,011.70% | 19.41% | +1,992.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,421.37% | 19.24% | +1,402.13% |
ARCHX vs. WWWEX - Expense Ratio Comparison
ARCHX has a 1.20% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
Dividends
ARCHX vs. WWWEX - Dividend Comparison
ARCHX's dividend yield for the trailing twelve months is around 2.86%, more than WWWEX's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARCHX Archer Balanced Fund | 2.86% | 2.85% | 4.21% | 1.32% | 3.26% | 1.82% | 1.31% | 2.06% | 2.13% | 3.11% | 2.11% | 1.40% |
WWWEX Kinetics The Global Fund | 2.46% | 2.58% | 0.98% | 2.50% | 1.47% | 3.50% | 0.00% | 0.00% | 0.08% | 9.04% | 0.40% | 0.06% |
Frequently Asked Questions
ARCHX and WWWEX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWWEX has higher volatility (3.67%) compared to ARCHX (2.07%). In terms of maximum drawdown, ARCHX dropped -98.08% vs WWWEX's -82.60%.
ARCHX currently has the higher Sharpe Ratio (2.22 vs -0.06), 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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