WWWEX vs. PRPFX
Compare and contrast key facts about Kinetics The Global Fund (WWWEX) and Permanent Portfolio Permanent Portfolio (PRPFX).
WWWEX is managed by Kinetics. It was launched on Dec 30, 1999. PRPFX is managed by Permanent Portfolio. It was launched on Nov 30, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WWWEX or PRPFX.
Correlation
The correlation between WWWEX and PRPFX is 0.50, 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. PRPFX - Performance Comparison
Key characteristics
WWWEX:
2.97
PRPFX:
2.99
WWWEX:
3.77
PRPFX:
4.07
WWWEX:
1.49
PRPFX:
1.54
WWWEX:
5.72
PRPFX:
4.36
WWWEX:
15.41
PRPFX:
14.67
WWWEX:
4.76%
PRPFX:
1.94%
WWWEX:
24.74%
PRPFX:
9.54%
WWWEX:
-82.50%
PRPFX:
-31.23%
WWWEX:
-6.22%
PRPFX:
0.00%
Returns By Period
In the year-to-date period, WWWEX achieves a 7.56% return, which is significantly lower than PRPFX's 8.07% return. Over the past 10 years, WWWEX has outperformed PRPFX with an annualized return of 12.78%, while PRPFX has yielded a comparatively lower 5.65% annualized return.
WWWEX
7.56%
-1.37%
35.94%
70.45%
21.11%
12.78%
PRPFX
8.07%
4.59%
12.05%
27.38%
9.92%
5.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WWWEX vs. PRPFX - Expense Ratio Comparison
WWWEX has a 1.39% expense ratio, which is higher than PRPFX's 0.81% expense ratio.
Risk-Adjusted Performance
WWWEX vs. PRPFX — Risk-Adjusted Performance Rank
WWWEX
PRPFX
WWWEX vs. PRPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Permanent Portfolio Permanent Portfolio (PRPFX). 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. PRPFX - Dividend Comparison
WWWEX's dividend yield for the trailing twelve months is around 0.91%, more than PRPFX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WWWEX Kinetics The Global Fund | 0.91% | 0.97% | 2.49% | 0.00% | 3.13% | 0.00% | 0.00% | 0.00% | 1.34% | 0.00% | 0.00% | 0.00% |
PRPFX Permanent Portfolio Permanent Portfolio | 0.88% | 0.95% | 0.65% | 0.31% | 0.36% | 0.93% | 0.97% | 0.88% | 0.82% | 0.82% | 1.19% | 0.68% |
Drawdowns
WWWEX vs. PRPFX - Drawdown Comparison
The maximum WWWEX drawdown since its inception was -82.50%, which is greater than PRPFX's maximum drawdown of -31.23%. Use the drawdown chart below to compare losses from any high point for WWWEX and PRPFX. For additional features, visit the drawdowns tool.
Volatility
WWWEX vs. PRPFX - Volatility Comparison
Kinetics The Global Fund (WWWEX) has a higher volatility of 4.68% compared to Permanent Portfolio Permanent Portfolio (PRPFX) at 3.01%. This indicates that WWWEX's price experiences larger fluctuations and is considered to be riskier than PRPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.