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FKIQX vs. WWWEX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

FKIQX vs. WWWEX

Last updated Jun 26, 2026

FKIQX (Franklin Income Fund Class A) and WWWEX (Kinetics The Global Fund) are both Diversified Portfolio funds. Over the past 5 years, FKIQX returned 6.10%/yr vs 12.90%/yr for WWWEX. At a 0.43 correlation, their price movements are largely independent. FKIQX charges 0.71%/yr vs 1.39%/yr for WWWEX.

Performance

FKIQX vs. WWWEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Income Fund Class A (FKIQX) and Kinetics The Global Fund (WWWEX). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, FKIQX achieves a 4.72% return, which is significantly higher than WWWEX's -0.12% return.

FKIQX

1D
0.00%
1M
-0.35%
YTD
4.72%
6M
4.30%
1Y
12.37%
3Y*
9.75%
5Y*
6.10%
10Y*
—

WWWEX

1D
-0.62%
1M
-8.86%
YTD
-0.12%
6M
-0.95%
1Y
-3.45%
3Y*
27.70%
5Y*
12.90%
10Y*
15.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

FKIQX vs. WWWEX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
FKIQX
Franklin Income Fund Class A		4.72%11.66%7.04%8.57%-5.59%17.58%3.46%15.69%-6.59%
WWWEX
Kinetics The Global Fund		-0.12%2.89%72.15%11.83%-6.45%16.29%25.00%21.61%-17.21%

Correlation

The correlation between FKIQX and WWWEX is 0.44, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.44

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2018

0.43

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Franklin Income Fund Class A

Kinetics The Global Fund

Often compared with FKIQX:
FKIQX vs. FKTFXFKIQX vs. MDDVXFKIQX vs. FASDXFKIQX vs. FKINXFKIQX vs. AMECXFKIQX vs. FAGIXFKIQX vs. FBALX
Often compared with WWWEX:
WWWEX vs. KSCOXWWWEX vs. GQRPXWWWEX vs. WWNPXWWWEX vs. FSELXWWWEX vs. VTWWWEX vs. PRPFXWWWEX vs. INFL

Return for Risk

FKIQX vs. WWWEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FKIQX
FKIQX Risk / Return Rank: 8989
Overall Rank
FKIQX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
FKIQX Sortino Ratio Rank: 8989
Sortino Ratio Rank
FKIQX Omega Ratio Rank: 9090
Omega Ratio Rank
FKIQX Calmar Ratio Rank: 9090
Calmar Ratio Rank
FKIQX Martin Ratio Rank: 9191
Martin Ratio Rank
WWWEX
WWWEX Risk / Return Rank: 22
Overall Rank
WWWEX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
WWWEX Sortino Ratio Rank: 22
Sortino Ratio Rank
WWWEX Omega Ratio Rank: 22
Omega Ratio Rank
WWWEX Calmar Ratio Rank: 22
Calmar Ratio Rank
WWWEX Martin Ratio Rank: 22
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FKIQX vs. WWWEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Income Fund Class A (FKIQX) 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.

FKIQXWWWEXDifference
Sharpe ratioReturn per unit of total volatility
2.48
-0.22

+2.70

Sortino ratioReturn per unit of downside risk
3.78
-0.18

+3.96

Omega ratioGain probability vs. loss probability

1.57

0.98

+0.59

Calmar ratioReturn relative to maximum drawdown

4.06

-0.27

+4.33

Martin ratioReturn relative to average drawdown

15.69

-0.63

+16.32

FKIQX vs. WWWEX - Sharpe Ratio Comparison

The current FKIQX Sharpe Ratio is 2.48, which is higher than the WWWEX Sharpe Ratio of -0.22. The chart below compares the historical Sharpe Ratios of FKIQX and WWWEX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

FKIQX vs. WWWEX - Drawdown Comparison

The maximum FKIQX drawdown since its inception was -25.31%, smaller than the maximum WWWEX drawdown of -82.60%. Use the drawdown chart below to compare losses from any high point for FKIQX and WWWEX.

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Drawdown Indicators

FKIQXWWWEXDifference

Max Drawdown

Largest peak-to-trough decline

-25.31%

-82.60%

+57.29%

Max Drawdown (1Y)

Largest decline over 1 year

-3.06%

-13.86%

+10.80%

Max Drawdown (3Y)

Largest decline over 3 years

-7.47%

-17.66%

+10.19%

Max Drawdown (5Y)

Largest decline over 5 years

-13.70%

-26.62%

+12.92%

Max Drawdown (10Y)

Largest decline over 10 years

—

-36.00%

—

Current Drawdown

Current decline from peak

-0.78%

-13.86%

+13.08%

Average Drawdown

Average peak-to-trough decline

-2.88%

-41.24%

+38.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.79%

5.84%

-5.05%

Volatility

FKIQX vs. WWWEX - Volatility Comparison

The current volatility for Franklin Income Fund Class A (FKIQX) is 1.45%, while Kinetics The Global Fund (WWWEX) has a volatility of 4.36%. This indicates that FKIQX 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

FKIQXWWWEXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.45%

4.36%

-2.91%

Volatility (6M)

Calculated over the trailing 6-month period

3.73%

13.53%

-9.80%

Volatility (1Y)

Calculated over the trailing 1-year period

5.01%

17.14%

-12.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.85%

19.54%

-11.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.09%

19.22%

-9.13%

FKIQX vs. WWWEX - Expense Ratio Comparison

FKIQX has a 0.71% expense ratio, which is lower than WWWEX's 1.39% expense ratio.

Dividends

FKIQX vs. WWWEX - Dividend Comparison

FKIQX's dividend yield for the trailing twelve months is around 5.47%, more than WWWEX's 2.58% yield.

PositionTTM20252024202320222021202020192018201720162015
FKIQX
Franklin Income Fund Class A		5.47%5.08%5.52%5.45%5.35%6.40%5.14%5.03%1.38%0.00%0.00%0.00%
WWWEX
Kinetics The Global Fund		2.58%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

FKIQX and WWWEX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WWWEX has higher volatility (4.36%) compared to FKIQX (1.45%). In terms of maximum drawdown, FKIQX dropped -25.31% vs WWWEX's -82.60%.

FKIQX currently has the higher Sharpe Ratio (2.48 vs -0.22), 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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