PortfoliosLab logoPortfoliosLab logo
WWWFX vs. NWJCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

WWWFX vs. NWJCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kinetics Internet No Load (WWWFX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

WWWFX vs. NWJCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
WWWFX
Kinetics Internet No Load
-1.39%-9.04%76.42%29.74%-24.28%15.35%56.42%26.44%-26.97%56.61%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
1.42%19.96%18.77%41.70%-21.56%25.46%24.25%33.67%0.51%31.31%

Returns By Period

In the year-to-date period, WWWFX achieves a -1.39% return, which is significantly lower than NWJCX's 1.42% return. Over the past 10 years, WWWFX has underperformed NWJCX with an annualized return of 15.58%, while NWJCX has yielded a comparatively higher 17.47% annualized return.


WWWFX

1D
1.60%
1M
-6.08%
YTD
-1.39%
6M
-19.74%
1Y
-8.95%
3Y*
25.94%
5Y*
5.84%
10Y*
15.58%

NWJCX

1D
3.67%
1M
-5.70%
YTD
1.42%
6M
1.60%
1Y
28.37%
3Y*
22.50%
5Y*
13.12%
10Y*
17.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WWWFX vs. NWJCX - Expense Ratio Comparison

WWWFX has a 1.71% expense ratio, which is higher than NWJCX's 0.65% expense ratio.


Return for Risk

WWWFX vs. NWJCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WWWFX
WWWFX Risk / Return Rank: 22
Overall Rank
WWWFX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
WWWFX Sortino Ratio Rank: 33
Sortino Ratio Rank
WWWFX Omega Ratio Rank: 33
Omega Ratio Rank
WWWFX Calmar Ratio Rank: 22
Calmar Ratio Rank
WWWFX Martin Ratio Rank: 33
Martin Ratio Rank

NWJCX
NWJCX Risk / Return Rank: 7575
Overall Rank
NWJCX Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
NWJCX Sortino Ratio Rank: 7171
Sortino Ratio Rank
NWJCX Omega Ratio Rank: 6464
Omega Ratio Rank
NWJCX Calmar Ratio Rank: 8585
Calmar Ratio Rank
NWJCX Martin Ratio Rank: 8585
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WWWFX vs. NWJCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kinetics Internet No Load (WWWFX) and Nationwide NYSE Arca Tech 100 Index Fund (NWJCX). 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.


WWWFXNWJCXDifference

Sharpe ratio

Return per unit of total volatility

-0.23

1.27

-1.50

Sortino ratio

Return per unit of downside risk

-0.12

1.86

-1.98

Omega ratio

Gain probability vs. loss probability

0.99

1.26

-0.27

Calmar ratio

Return relative to maximum drawdown

-0.23

2.27

-2.50

Martin ratio

Return relative to average drawdown

-0.55

9.19

-9.74

WWWFX vs. NWJCX - Sharpe Ratio Comparison

The current WWWFX Sharpe Ratio is -0.23, which is lower than the NWJCX Sharpe Ratio of 1.27. The chart below compares the historical Sharpe Ratios of WWWFX and NWJCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


WWWFXNWJCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.23

1.27

-1.50

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.62

-0.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.82

-0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.76

-0.22

Correlation

The correlation between WWWFX and NWJCX is 0.54, 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.


Dividends

WWWFX vs. NWJCX - Dividend Comparison

WWWFX's dividend yield for the trailing twelve months is around 1.83%, less than NWJCX's 4.26% yield.


TTM20252024202320222021202020192018201720162015
WWWFX
Kinetics Internet No Load
1.83%1.81%0.94%0.75%0.84%0.85%0.00%1.45%39.59%18.48%8.72%27.23%
NWJCX
Nationwide NYSE Arca Tech 100 Index Fund
4.26%4.27%31.15%11.59%17.83%8.74%5.04%1.98%2.59%3.94%0.74%0.64%

Drawdowns

WWWFX vs. NWJCX - Drawdown Comparison

The maximum WWWFX drawdown since its inception was -75.71%, which is greater than NWJCX's maximum drawdown of -31.31%. Use the drawdown chart below to compare losses from any high point for WWWFX and NWJCX.


Loading graphics...

Drawdown Indicators


WWWFXNWJCXDifference

Max Drawdown

Largest peak-to-trough decline

-75.71%

-31.31%

-44.40%

Max Drawdown (1Y)

Largest decline over 1 year

-31.95%

-12.75%

-19.20%

Max Drawdown (5Y)

Largest decline over 5 years

-42.32%

-31.31%

-11.01%

Max Drawdown (10Y)

Largest decline over 10 years

-42.32%

-31.31%

-11.01%

Current Drawdown

Current decline from peak

-23.51%

-6.88%

-16.63%

Average Drawdown

Average peak-to-trough decline

-31.39%

-5.17%

-26.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.41%

3.15%

+10.26%

Volatility

WWWFX vs. NWJCX - Volatility Comparison

Kinetics Internet No Load (WWWFX) has a higher volatility of 8.27% compared to Nationwide NYSE Arca Tech 100 Index Fund (NWJCX) at 7.82%. This indicates that WWWFX's price experiences larger fluctuations and is considered to be riskier than NWJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


WWWFXNWJCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.27%

7.82%

+0.45%

Volatility (6M)

Calculated over the trailing 6-month period

24.03%

14.27%

+9.76%

Volatility (1Y)

Calculated over the trailing 1-year period

30.66%

22.74%

+7.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.29%

21.44%

+6.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.58%

21.37%

+5.21%