WWWEX vs. KSCOX

In the year-to-date period, WWWEX achieves a 5.87% return, which is significantly lower than KSCOX's 10.47% return. Over the past 10 years, WWWEX has underperformed KSCOX with an annualized return of 12.46%, while KSCOX has yielded a comparatively higher 17.42% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Kinetics Small Cap Opportunities Fund (KSCOX). 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 WWWEX Sharpe Ratio is 1.86, which is comparable to the KSCOX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of WWWEX and KSCOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WWWEX's dividend yield for the trailing twelve months is around 0.92%, less than KSCOX's 1.57% yield.

The maximum WWWEX drawdown since its inception was -82.50%, which is greater than KSCOX's maximum drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for WWWEX and KSCOX. For additional features, visit the drawdowns tool.

The current volatility for Kinetics The Global Fund (WWWEX) is 9.16%, while Kinetics Small Cap Opportunities Fund (KSCOX) has a volatility of 17.11%. This indicates that WWWEX experiences smaller price fluctuations and is considered to be less risky than KSCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.