EVGRX vs. WWWEX
Compare and contrast key facts about E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Kinetics The Global Fund (WWWEX).
EVGRX is managed by E-Valuator funds. It was launched on Feb 28, 2012. WWWEX is managed by Kinetics. It was launched on Dec 30, 1999.
Performance
EVGRX vs. WWWEX - Performance Comparison
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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 | -0.78% | 17.21% | 9.46% | 13.75% | -15.04% | 8.67% | 19.99% | 22.25% | -9.56% | 18.69% |
WWWEX Kinetics The Global Fund | 6.72% | 2.89% | 72.15% | 11.83% | -6.45% | 16.29% | 25.00% | 21.61% | -23.57% | 48.93% |
Returns By Period
In the year-to-date period, EVGRX achieves a -0.78% return, which is significantly lower than WWWEX's 6.72% return.
EVGRX
- 1D
- 2.78%
- 1M
- -5.52%
- YTD
- -0.78%
- 6M
- 1.23%
- 1Y
- 18.11%
- 3Y*
- 11.87%
- 5Y*
- 5.36%
- 10Y*
- —
WWWEX
- 1D
- 1.48%
- 1M
- -7.55%
- YTD
- 6.72%
- 6M
- -1.01%
- 1Y
- 6.03%
- 3Y*
- 29.05%
- 5Y*
- 11.92%
- 10Y*
- 16.19%
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EVGRX vs. WWWEX - Expense Ratio Comparison
EVGRX has a 0.98% expense ratio, which is lower than WWWEX's 1.39% expense ratio.
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.
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 0.39 | +0.89 |
Sortino ratioReturn per unit of downside risk | 1.83 | 0.65 | +1.18 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 0.57 | +1.27 |
Martin ratioReturn relative to average drawdown | 8.03 | 1.42 | +6.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 0.39 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.60 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.24 | +0.39 |
Correlation
The correlation between EVGRX and WWWEX is 0.52, 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.
Dividends
EVGRX vs. WWWEX - Dividend Comparison
EVGRX's dividend yield for the trailing twelve months is around 19.23%, more than WWWEX's 2.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EVGRX E-Valuator Growth (70%-85%) RMS Fund | 19.23% | 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 | 2.42% | 2.58% | 0.98% | 2.50% | 1.47% | 3.50% | 0.00% | 0.00% | 0.08% | 9.04% | 0.40% | 0.06% |
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 | -10.15% | -12.14% | +1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -22.72% | -26.94% | +4.22% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.00% | — |
Current DrawdownCurrent decline from peak | -6.21% | -7.95% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -4.82% | -41.54% | +36.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.33% | 4.88% | -2.55% |
Volatility
EVGRX vs. WWWEX - Volatility Comparison
E-Valuator Growth (70%-85%) RMS Fund (EVGRX) and Kinetics The Global Fund (WWWEX) have volatilities of 5.81% and 5.99%, 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.
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Volatility by Period
| EVGRX | WWWEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.99% | -0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.22% | 14.24% | -5.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.61% | 18.32% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.49% | 19.91% | -7.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.43% | 19.12% | -5.69% |