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Nasdaq - Delayed Quote USD

Kinetics Global No Load (WWWEX)

16.05
+0.43
+(2.75%)
At close: April 11 at 8:04:30 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.44%
5y Average Return 23.04%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 10, 2025) 72.16%
Worst 1Y Total Return (Apr 10, 2025) --
Best 3Y Total Return 72.16%
Worst 3Y Total Return -4.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WWWEX
Category
YTD
2.56%
9.69%
1-Month
-1.91%
0.91%
3-Month
2.56%
5.21%
1-Year
37.14%
27.06%
3-Year
22.81%
11.00%
5-Year
25.68%
10.26%
10-Year
13.43%
8.34%
Last Bull Market
62.24%
15.58%
Last Bear Market
-13.32%
-12.16%

Annual Total Return (%) History

Year
WWWEX
Category
2025
--
--
2024
72.16%
--
2023
11.89%
--
2022
-6.46%
--
2021
16.32%
--
2020
25.00%
11.72%
2019
21.61%
19.23%
2018
-23.58%
-5.76%

2017
49.20%
13.21%
2016
14.40%
7.34%
2015
-13.83%
-1.93%
2014
-11.89%
6.21%
2013
28.59%
16.48%
2012
23.16%
11.72%
2011
-15.41%
-0.11%
2010
20.30%
11.83%
2009
66.86%
24.13%
2008
-50.72%
-28.00%
2007
4.27%
5.99%
2006
16.89%
11.29%
2005
2.65%
5.13%
2004
7.67%
8.86%
2003
33.56%
20.35%
2002
-24.65%
-12.02%
2001
16.53%
-5.05%
2000
-63.10%
1.82%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.56% -- -- --
2024 28.75% -0.33% 11.12% 20.73%
2023 -1.63% -2.36% 4.60% 11.38%
2022 -0.21% -13.32% 0.99% 7.09%
2021 29.76% -8.36% -3.65% 1.52%
2020 -14.31% 12.13% -0.47% 30.71%
2019 11.90% 14.40% -7.01% 2.15%
2018 -9.51% 2.94% 0.45% -18.32%
2017 0.96% 7.95% 12.46% 21.73%
2016 2.18% 4.69% 5.50% 1.37%

2015 4.13% -1.26% -13.69% -2.90%
2014 -1.32% 4.19% -6.91% -7.94%
2013 8.07% 1.18% 9.90% 7.00%
2012 14.03% -5.82% 6.89% 7.29%
2011 -0.43% -1.51% -17.25% 4.23%
2010 5.61% -12.08% 18.41% 9.41%
2009 1.27% 37.66% 12.77% 6.14%
2008 -14.08% -10.93% -20.53% -18.96%
2007 0.40% 1.99% 2.15% -0.31%
2006 5.19% -2.58% 5.73% 7.88%
2005 -3.78% -0.69% 6.98% 0.42%
2004 -1.87% 1.90% -4.67% 12.94%
2003 -1.54% 16.93% 15.28% 0.64%
2002 -6.98% -11.50% -12.99% 5.19%
2001 1.36% 7.75% -8.19% 16.22%
2000 7.70% -34.45% -15.58% -38.09%

Rank in Category (By Total Return)

YTD 9
1-Month 23
3-Month 9
1-Year 1
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 37.14%
3-Year 22.81%
5-Year 25.68%
10-Year 13.43%

Performance & Risk

YTD Return -2.44%
5y Average Return 23.04%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Kinetics
Net Assets 63.53M
YTD Return 2.56%
Yield 0.95%
Morningstar Rating
Inception Date Dec 31, 1999

Fund Summary

The fund is a diversified fund that invests all of its investable assets in the Global Portfolio, a series of Kinetics Portfolios Trust. The Global Portfolio invests at least 65% of its net assets plus any borrowings for investment purposes in common stocks, ETFs, convertible securities, warrants and other equity securities having the characteristics of common stocks of foreign and U.S. companies listed on publicly traded exchanges.

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