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KSCYX: Kinetics Small Cap Opportunities Inst (MUTUAL FUND)
Basic Info 108.8 1.19(1.11%) June 11
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 08/29/2005 |
| Last Dividend Date: | 12/29/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.44% |
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Performance Analytics (As of 06/04/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 59.4 | 104.4 | 20.7 | 25.5 | 17.0 | 11.5 | 11.6 | 2.5 | 28.2 | 0.4 | 26.5 | 24.6 | -12.1 | -7.1 | 59.7 | 27.0 | -13.5 | 14.9 | 57.4 | -57.8 | 19.7 | 28.1 | 2.6 |
| SR | NA | 5.16 | 2.77 | 0.65 | 0.98 | 0.78 | NA | 0.49 | 0.05 | 1.96 | -0.06 | 2.27 | 1.49 | -0.86 | -0.51 | 4.41 | 2.0 | -0.65 | 0.88 | 2.03 | -1.51 | 1.08 | 1.77 | 0.41 |
| DD(%) | NA | 11.5 | 20.4 | 47.1 | 47.1 | 47.1 | NA | 70.1 | 47.1 | 10.6 | 26.1 | 6.6 | 15.7 | 19.4 | 17.2 | 7.1 | 11.2 | 25.8 | 16.5 | 29.9 | 65.2 | 12.9 | 13.8 | 7.4 |
| SD(%) | NA | 37.0 | 32.3 | 29.8 | 24.4 | 20.7 | NA | 21.8 | 41.5 | 13.8 | 15.9 | 11.4 | 16.3 | 14.1 | 13.9 | 13.5 | 13.6 | 20.9 | 16.9 | 28.2 | 38.8 | 15.6 | 14.1 | 13.1 |
| TR | NA | 1.87 | 0.88 | 0.23 | 0.29 | 0.21 | NA | 0.15 | 0.03 | 0.48 | -0.01 | 0.42 | 0.32 | -0.15 | -0.09 | 0.74 | 0.37 | -0.23 | 0.26 | 0.84 | -0.77 | 0.26 | 0.32 | 0.07 |
| Alpha(%) | NA | 0.31 | 0.1 | 0.03 | 0.04 | 0.03 | NA | 0.01 | -0.05 | 0.04 | 0.02 | 0.06 | 0.04 | -0.04 | -0.05 | 0.08 | 0.05 | -0.05 | 0.0 | 0.1 | -0.21 | 0.07 | 0.05 | -0.01 |
| Beta(%) | NA | 1.02 | 1.02 | 0.84 | 0.81 | 0.76 | NA | 0.74 | 0.88 | 0.56 | 0.6 | 0.63 | 0.77 | 0.79 | 0.79 | 0.8 | 0.75 | 0.59 | 0.58 | 0.68 | 0.76 | 0.65 | 0.78 | 0.72 |
| RS | NA | 0.32 | 0.47 | 0.58 | 0.55 | 0.61 | NA | 0.65 | 0.73 | 0.35 | 0.41 | 0.31 | 0.63 | 0.75 | 0.67 | 0.65 | 0.79 | 0.8 | 0.67 | 0.74 | 0.77 | 0.6 | 0.71 | 0.69 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2005
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See SMALL BLEND Asset Class Trend Rankings |
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Best ETFs
- RWJ (RevenueShares Small Cap ETF) 1.31% (99%)
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- SCHA (Schwab US Small-Cap ETF) 0.93% (80%)
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* Day change on 06/11/2021.Latest Articles Related to KSCYX
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