WWWEX vs. EKBAX
WWWEX (Kinetics The Global Fund) and EKBAX (Allspring Diversified Capital Builder Fund) are both Diversified Portfolio funds. Over the past 10 years, WWWEX returned 15.19%/yr vs 15.44%/yr for EKBAX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. WWWEX charges 1.39%/yr vs 1.10%/yr for EKBAX.
Performance
WWWEX vs. EKBAX - Performance Comparison
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Returns By Period
In the year-to-date period, WWWEX achieves a 4.86% return, which is significantly lower than EKBAX's 29.72% return. Both investments have delivered pretty close results over the past 10 years, with WWWEX having a 15.19% annualized return and EKBAX not far ahead at 15.44%.
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%
EKBAX
- 1D
- 0.46%
- 1M
- -1.61%
- 6M
- 19.03%
- YTD
- 29.72%
- 1Y
- 46.18%
- 3Y*
- 26.63%
- 5Y*
- 17.24%
- 10Y*
- 15.44%
- ALL TIME*
- 8.46%
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 |
WWWEX vs. EKBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EKBAX Allspring Diversified Capital Builder Fund | 29.72% | 21.87% | 21.75% | 22.23% | -13.47% | 19.61% | 12.66% | 32.99% | -5.55% | 14.43% |
Correlation
The correlation between WWWEX and EKBAX is 0.55, 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. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.53 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.48 |
Correlation (All Time) Calculated using the full available price history since Dec 31, 1999 | 0.57 |
The correlation between WWWEX and EKBAX has been stable across timeframes, ranging from 0.48 to 0.57 - a consistent structural relationship.
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Return for Risk
WWWEX vs. EKBAX — Risk / Return Rank
WWWEX
EKBAX
WWWEX vs. EKBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Allspring Diversified Capital Builder Fund (EKBAX). 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.
| WWWEX | EKBAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.20 | ||
| Sortino ratioReturn per unit of downside risk | -2.73 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.38 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 4.30 | -4.32 |
| Martin ratioReturn relative to average drawdown | -0.05 | 17.21 | -17.26 |
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Drawdowns
WWWEX vs. EKBAX - Drawdown Comparison
The maximum WWWEX drawdown since its inception was -82.60%, which is greater than EKBAX's maximum drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for WWWEX and EKBAX.
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Drawdown Indicators
| WWWEX | EKBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.60% | -55.64% | -26.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -10.21% | -3.65% |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | -23.55% | +5.89% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -24.84% | -1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -32.33% | -3.67% |
Current DrawdownCurrent decline from peak | -9.56% | -6.23% | -3.33% |
Average DrawdownAverage peak-to-trough decline | -41.12% | -7.96% | -33.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.66% | 2.55% | +4.11% |
Volatility
WWWEX vs. EKBAX - Volatility Comparison
The current volatility for Kinetics The Global Fund (WWWEX) is 3.33%, while Allspring Diversified Capital Builder Fund (EKBAX) has a volatility of 7.19%. This indicates that WWWEX experiences smaller price fluctuations and is considered to be less risky than EKBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WWWEX | EKBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 7.19% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 16.76% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 20.11% | -2.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 18.88% | +0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 17.93% | +1.31% |
WWWEX vs. EKBAX - Expense Ratio Comparison
WWWEX has a 1.39% expense ratio, which is higher than EKBAX's 1.10% expense ratio.
Dividends
WWWEX vs. EKBAX - Dividend Comparison
WWWEX's dividend yield for the trailing twelve months is around 2.46%, less than EKBAX's 7.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 7.37% | 9.61% | 5.28% | 6.16% | 12.50% | 6.89% | 2.03% | 9.49% | 7.14% | 6.20% | 10.05% | 11.47% |
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
WWWEX and EKBAX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EKBAX has higher volatility (7.19%) compared to WWWEX (3.33%). In terms of maximum drawdown, WWWEX dropped -82.60% vs EKBAX's -55.64%.
EKBAX currently has the higher Sharpe Ratio (2.18 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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