WWWEX vs. INFL
Compare and contrast key facts about Kinetics The Global Fund (WWWEX) and Horizon Kinetics Inflation Beneficiaries ETF (INFL).
WWWEX is managed by Kinetics. It was launched on Dec 30, 1999. INFL is an actively managed fund by Horizon Kinetics LLC. It was launched on Jan 11, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWWEX or INFL.
Correlation
The correlation between WWWEX and INFL is 0.64, 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.
Performance
WWWEX vs. INFL - Performance Comparison
Key characteristics
WWWEX:
2.76
INFL:
2.25
WWWEX:
3.53
INFL:
2.91
WWWEX:
1.46
INFL:
1.40
WWWEX:
5.35
INFL:
2.66
WWWEX:
14.26
INFL:
8.74
WWWEX:
4.81%
INFL:
3.92%
WWWEX:
24.87%
INFL:
15.25%
WWWEX:
-82.50%
INFL:
-21.30%
WWWEX:
-7.64%
INFL:
-6.46%
Returns By Period
In the year-to-date period, WWWEX achieves a 5.93% return, which is significantly higher than INFL's 5.02% return.
WWWEX
5.93%
-3.20%
28.94%
66.90%
20.74%
12.50%
INFL
5.02%
-1.91%
8.65%
33.39%
N/A
N/A
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WWWEX vs. INFL - Expense Ratio Comparison
WWWEX has a 1.39% expense ratio, which is higher than INFL's 0.85% expense ratio.
Risk-Adjusted Performance
WWWEX vs. INFL — Risk-Adjusted Performance Rank
WWWEX
INFL
WWWEX vs. INFL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Horizon Kinetics Inflation Beneficiaries ETF (INFL). 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.
Dividends
WWWEX vs. INFL - Dividend Comparison
WWWEX's dividend yield for the trailing twelve months is around 0.92%, less than INFL's 1.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
WWWEX Kinetics The Global Fund | 0.92% | 0.97% | 2.49% | 0.00% | 3.13% | 0.00% | 0.00% | 0.00% | 1.34% |
INFL Horizon Kinetics Inflation Beneficiaries ETF | 1.69% | 1.78% | 1.60% | 1.65% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WWWEX vs. INFL - Drawdown Comparison
The maximum WWWEX drawdown since its inception was -82.50%, which is greater than INFL's maximum drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for WWWEX and INFL. For additional features, visit the drawdowns tool.
Volatility
WWWEX vs. INFL - Volatility Comparison
Kinetics The Global Fund (WWWEX) and Horizon Kinetics Inflation Beneficiaries ETF (INFL) have volatilities of 5.30% and 5.54%, 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.