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Kinetics Small Cap Opportunities No Load (KSCOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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128.77+1.01 (+0.79%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return23.50%
5-Year Average Return17.62%
Number of Years Up17
Number of Years Down6
Best 1 Yr Total Return (Jun 24, 2024)59.40%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return59.40%
Worst 3-Yr Total Return0.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKSCOXCategory
YTD11.58%12.40%
1-Month5.55%3.37%
3-Month8.97%4.88%
1-Year27.43%55.69%
3-Year7.08%19.34%
5-Year16.09%20.72%
10-Year11.92%13.98%
Last Bull Market5.76%27.85%
Last Bear Market-6.35%-24.06%

Annual Total Return (%) History

Year
KSCOXCategory
2024
N/AN/A
2023
-14.69%N/A
2022
31.96%N/A
2021
50.33%N/A
2020
2.30%38.62%
2019
27.06%27.68%
2018
0.29%-5.76%
2017
26.23%21.50%
2016
24.39%11.20%
2015
-12.26%-2.41%
2014
-7.28%2.44%
2013
59.40%40.91%
2012
26.74%13.15%
2011
-13.65%-3.55%
2010
13.85%26.98%
2009
58.16%35.46%
2008
-57.88%-41.55%
2007
19.65%7.59%
2006
28.37%10.81%
2005
13.17%6.02%
2004
16.40%12.41%
2003
66.51%45.54%
2002
-30.28%-27.88%
2001
30.40%-8.91%
2000
N/A-3.85%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
2023-14.55%-9.89%14.14%-2.93%
20228.53%-6.35%7.88%20.35%
202160.47%0.99%-13.65%7.43%
2020-34.39%22.01%-7.78%38.58%
201919.34%2.54%-5.17%9.49%
20185.91%11.33%5.91%-19.69%
2017-1.28%5.44%13.54%6.82%
20161.78%4.52%7.86%8.41%
20155.16%-0.26%-16.09%-0.31%
20140.42%3.38%-3.79%-7.16%
201317.60%9.12%10.80%12.10%
201215.96%-3.21%7.09%5.45%
20110.99%-1.61%-18.39%6.49%
20103.89%-10.86%14.41%7.46%
2009-6.23%41.94%12.15%5.95%
2008-21.21%-4.02%-20.51%-29.94%
20077.06%7.84%6.82%-2.97%
200614.75%-3.81%3.02%12.90%
2005-3.16%6.63%10.98%-1.26%
2004-0.91%4.02%-0.70%13.72%
20037.97%16.70%14.47%15.45%
20020.76%-6.37%-21.56%-5.78%
20019.53%14.45%-9.54%14.99%
20003.13%7.44%1.37%N/A

Rank In Category (By Total Return)

YTD12
1-Month24
3-Month2
1-Year12
3-Year3
5-Year5

Load Adjusted Returns

1-Year27.43%
3-Year7.08%
5-Year16.09%
10-Year11.92%