EVGRX vs. WWWEX
EVGRX (E-Valuator Growth (70%-85%) RMS Fund) and WWWEX (Kinetics The Global Fund) are both Diversified Portfolio funds. Over the past 10 years, EVGRX returned 9.12%/yr vs 15.19%/yr for WWWEX. Their 0.52 correlation means they have sometimes moved together and sometimes differently. EVGRX charges 0.98%/yr vs 1.39%/yr for WWWEX.
Performance
EVGRX vs. WWWEX - Performance Comparison
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Returns By Period
In the year-to-date period, EVGRX achieves a 9.85% return, which is significantly higher than WWWEX's 4.86% return. Over the past 10 years, EVGRX has underperformed WWWEX with an annualized return of 9.12%, while WWWEX has yielded a comparatively higher 15.19% annualized return.
EVGRX
- 1D
- 0.00%
- 1M
- -1.25%
- 6M
- 5.91%
- YTD
- 9.85%
- 1Y
- 19.64%
- 3Y*
- 13.28%
- 5Y*
- 6.85%
- 10Y*
- 9.12%
- ALL TIME*
- 9.27%
WWWEX
- 1D
- 0.06%
- 1M
- 1.08%
- 6M
- 1.32%
- YTD
- 4.86%
- 1Y
- 0.89%
- 3Y*
- 28.29%
- 5Y*
- 13.31%
- 10Y*
- 15.19%
- ALL TIME*
- 4.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EVGRX vs. WWWEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EVGRX E-Valuator Growth (70%-85%) RMS Fund | 9.85% | 17.21% | 9.46% | 13.75% | -15.04% | 8.67% | 19.99% | 22.25% | -9.56% | 18.69% |
WWWEX Kinetics The Global Fund | 4.86% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 48.93% |
Correlation
The correlation between EVGRX and WWWEX is 0.59, 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. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.56 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.59 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 26, 2016 | 0.52 |
The correlation between EVGRX and WWWEX has been stable across timeframes, ranging from 0.52 to 0.59 - a consistent structural relationship.
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Return for Risk
EVGRX vs. WWWEX — Risk / Return Rank
EVGRX
WWWEX
EVGRX vs. WWWEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for E-Valuator Growth (70%-85%) RMS Fund (EVGRX) 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.
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.44 | ||
| Sortino ratioReturn per unit of downside risk | +1.94 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.01 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | -0.02 | +2.14 |
| Martin ratioReturn relative to average drawdown | 8.63 | -0.05 | +8.68 |
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Drawdowns
EVGRX vs. WWWEX - Drawdown Comparison
The maximum EVGRX drawdown since its inception was -31.15%, smaller than the maximum WWWEX drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for EVGRX and WWWEX.
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Drawdown Indicators
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.15% | -82.60% | +51.45% |
Max Drawdown (1Y)Largest decline over 1 year | -8.75% | -13.86% | +5.11% |
Max Drawdown (3Y)Largest decline over 3 years | -16.27% | -17.66% | +1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -26.62% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -31.15% | -36.00% | +4.85% |
Current DrawdownCurrent decline from peak | -2.39% | -9.56% | +7.17% |
Average DrawdownAverage peak-to-trough decline | -4.70% | -41.12% | +36.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 6.66% | -4.52% |
Volatility
EVGRX vs. WWWEX - Volatility Comparison
E-Valuator Growth (70%-85%) RMS Fund (EVGRX) has a higher volatility of 3.85% compared to Kinetics The Global Fund (WWWEX) at 3.33%. This indicates that EVGRX's price experiences larger fluctuations and is considered to be riskier 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
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | 3.33% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 13.23% | -2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.05% | 17.33% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.84% | 19.40% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.50% | 19.24% | -5.74% |
EVGRX vs. WWWEX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
Dividends
EVGRX vs. WWWEX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 17.80%, more than WWWEX's 2.46% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVGRX E-Valuator Growth (70%-85%) RMS Fund | 17.80% | 19.08% | 0.13% | 1.88% | 1.48% | 20.40% | 5.41% | 1.08% | 10.83% | 9.95% | 0.47% | 0.00% |
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
EVGRX and WWWEX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EVGRX has higher volatility (3.85%) compared to WWWEX (3.33%). In terms of maximum drawdown, EVGRX dropped -31.15% vs WWWEX's -82.60%.
EVGRX currently has the higher Sharpe Ratio (1.42 vs -0.02), 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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