WWWEX vs. VBAIX
WWWEX (Kinetics The Global Fund) and VBAIX (Vanguard Balanced Index Fund Institutional Shares) are both Diversified Portfolio funds. Over the past 10 years, WWWEX returned 15.19%/yr vs 9.76%/yr for VBAIX. Their 0.58 correlation means they have sometimes moved together and sometimes differently. WWWEX charges 1.39%/yr vs 0.04%/yr for VBAIX.
Performance
WWWEX vs. VBAIX - 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 VBAIX's 6.11% return. Over the past 10 years, WWWEX has outperformed VBAIX with an annualized return of 15.19%, while VBAIX has yielded a comparatively lower 9.76% annualized return.
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%
VBAIX
- 1D
- 0.26%
- 1M
- -0.55%
- 6M
- 4.70%
- YTD
- 6.11%
- 1Y
- 13.68%
- 3Y*
- 14.09%
- 5Y*
- 7.59%
- 10Y*
- 9.76%
- ALL TIME*
- 7.41%
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. VBAIX - 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% |
VBAIX Vanguard Balanced Index Fund Institutional Shares | 6.11% | 13.60% | 17.78% | 17.55% | -16.87% | 14.20% | 16.40% | 21.79% | -2.83% | 13.86% |
Correlation
The correlation between WWWEX and VBAIX is 0.54, 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. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.49 |
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 Nov 30, 2000 | 0.58 |
The correlation between WWWEX and VBAIX has been stable across timeframes, ranging from 0.48 to 0.58 - a consistent structural relationship.
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Return for Risk
WWWEX vs. VBAIX — Risk / Return Rank
WWWEX
VBAIX
WWWEX vs. VBAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Kinetics The Global Fund (WWWEX) and Vanguard Balanced Index Fund Institutional Shares (VBAIX). 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 | VBAIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.53 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.27 | -0.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.02 | 2.22 | -2.24 |
| Martin ratioReturn relative to average drawdown | -0.05 | 9.47 | -9.52 |
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Drawdowns
WWWEX vs. VBAIX - Drawdown Comparison
The maximum WWWEX drawdown since its inception was -82.60%, which is greater than VBAIX's maximum drawdown of -35.82%. Use the drawdown chart below to compare losses from any high point for WWWEX and VBAIX.
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Drawdown Indicators
| WWWEX | VBAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.60% | -35.82% | -46.78% |
Max Drawdown (1Y)Largest decline over 1 year | -13.86% | -5.84% | -8.02% |
Max Drawdown (3Y)Largest decline over 3 years | -17.66% | -11.57% | -6.09% |
Max Drawdown (5Y)Largest decline over 5 years | -26.62% | -21.52% | -5.10% |
Max Drawdown (10Y)Largest decline over 10 years | -36.00% | -22.77% | -13.23% |
Current DrawdownCurrent decline from peak | -9.56% | -1.20% | -8.36% |
Average DrawdownAverage peak-to-trough decline | -41.12% | -4.40% | -36.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.66% | 1.36% | +5.30% |
Volatility
WWWEX vs. VBAIX - Volatility Comparison
Kinetics The Global Fund (WWWEX) has a higher volatility of 3.33% compared to Vanguard Balanced Index Fund Institutional Shares (VBAIX) at 2.33%. This indicates that WWWEX's price experiences larger fluctuations and is considered to be riskier than VBAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WWWEX | VBAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.33% | 2.33% | +1.00% |
Volatility (6M)Calculated over the trailing 6-month period | 13.23% | 6.84% | +6.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 8.56% | +8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.40% | 11.19% | +8.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.24% | 11.25% | +7.99% |
WWWEX vs. VBAIX - Expense Ratio Comparison
WWWEX has a 1.39% expense ratio, which is higher than VBAIX's 0.04% expense ratio.
Dividends
WWWEX vs. VBAIX - Dividend Comparison
WWWEX's dividend yield for the trailing twelve months is around 2.46%, less than VBAIX's 5.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBAIX Vanguard Balanced Index Fund Institutional Shares | 5.37% | 6.01% | 8.01% | 4.36% | 2.84% | 3.20% | 2.65% | 2.29% | 2.33% | 1.96% | 2.10% | 2.10% |
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 VBAIX have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WWWEX has higher volatility (3.33%) compared to VBAIX (2.33%). In terms of maximum drawdown, WWWEX dropped -82.60% vs VBAIX's -35.82%.
VBAIX currently has the higher Sharpe Ratio (1.51 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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