KSCOX vs. WWWEX

In the year-to-date period, KSCOX achieves a 2.32% return, which is significantly lower than WWWEX's 6.37% return. Over the past 10 years, KSCOX has outperformed WWWEX with an annualized return of 17.23%, while WWWEX has yielded a comparatively lower 13.64% annualized return.

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KSCOX has a 1.64% expense ratio, which is higher than WWWEX's 1.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Kinetics Small Cap Opportunities Fund (KSCOX) 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.

The current KSCOX Sharpe Ratio is 1.54, which is comparable to the WWWEX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of KSCOX and WWWEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KSCOX's dividend yield for the trailing twelve months is around 3.50%, more than WWWEX's 0.92% yield.

The maximum KSCOX drawdown since its inception was -70.09%, smaller than the maximum WWWEX drawdown of -82.50%. Use the drawdown chart below to compare losses from any high point for KSCOX and WWWEX.

Kinetics Small Cap Opportunities Fund (KSCOX) has a higher volatility of 7.63% compared to Kinetics The Global Fund (WWWEX) at 3.66%. This indicates that KSCOX'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.