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KMDYX: Kinetics Multi-Disciplinary Inst (MUTUAL FUND)
Basic Info 10.14 0(0.0%) May 20
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 02/15/2008 |
| Last Dividend Date: | 03/30/2022 |
| 12-Mo. Yield | 0.79% |
| Expenses | 1.29% |
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Performance Analytics (As of 05/20/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -1.7 | -2.0 | 0.7 | 1.8 | 3.9 | 4.0 | 0.3 | -1.8 | 9.4 | -0.8 | 4.9 | 10.6 | -2.0 | 2.6 | 4.6 | 15.6 | 0.4 | 13.6 | 23.3 | -17.6 |
| SR | NA | -2.13 | -1.23 | 0.07 | 0.29 | 0.87 | 0.46 | 0.17 | -0.29 | 3.88 | -0.85 | 2.37 | 2.7 | -0.56 | 0.69 | 1.0 | 2.06 | 0.03 | 1.8 | 2.1 | -1.12 |
| DD(%) | NA | 2.1 | 2.7 | 14.2 | 14.2 | 14.2 | 28.4 | 2.1 | 14.2 | 0.6 | 3.6 | 1.3 | 3.3 | 6.6 | 5.2 | 4.0 | 8.6 | 15.8 | 6.8 | 12.7 | 27.9 |
| SD(%) | NA | 2.1 | 1.7 | 4.3 | 3.7 | 4.0 | 7.9 | 1.6 | 7.1 | 2.1 | 2.5 | 1.8 | 3.8 | 3.6 | 3.8 | 4.5 | 7.6 | 15.0 | 7.5 | 11.0 | 18.4 |
| TR | NA | -0.35 | -0.27 | 0.66 | 2.04 | 4.67 | 1.43 | 0.05 | -0.05 | 89.5 | -0.09 | 0.19 | 0.25 | -0.07 | 0.04 | 0.08 | 0.11 | 0.0 | 0.14 | 0.25 | -0.19 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.02 | 0.03 | 0.0 | 0.01 | 0.03 | -0.01 | -0.01 | 0.0 | 0.0 | -0.06 | 0.01 | 0.03 | -0.05 |
| Beta(%) | NA | 0.13 | 0.08 | 0.0 | 0.01 | 0.01 | 0.03 | 0.06 | 0.41 | 0.0 | 0.24 | 0.23 | 0.41 | 0.3 | 0.6 | 0.57 | 1.46 | 1.88 | 0.97 | 0.92 | 1.11 |
| RS | NA | 0.24 | 0.1 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.58 | 0.0 | 0.24 | 0.11 | 0.24 | 0.2 | 0.34 | 0.35 | 0.47 | 0.53 | 0.51 | 0.57 | 0.72 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2008
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See Conservative Allocation Asset Class Trend Rankings |
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