Find A Portfolio/Ticker
Comparison Box
KSCYX: Kinetics Small Cap Opportunities Inst (MUTUAL FUND)
Basic Info 99.7 2.04(2.09%) September 17
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (88%) |
| Start Date: | 08/29/2005 |
| Last Dividend Date: | 12/29/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.44% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/17/2021)
| 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(%) | 3.0 | 46.1 | 95.6 | 16.2 | 22.0 | 16.7 | 10.5 | 10.8 | 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 | 2.2 | 3.13 | 0.51 | 0.86 | 0.79 | NA | 0.46 | 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 | 18.5 | 18.5 | 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 | 32.1 | 30.6 | 30.4 | 24.8 | 20.6 | 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 | 0.66 | 0.92 | 0.18 | 0.26 | 0.21 | NA | 0.14 | 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 | 0.14 | 0.13 | 0.03 | 0.04 | 0.02 | 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 | 1.07 | 1.04 | 0.85 | 0.82 | 0.79 | 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 | 0.38 | 0.41 | 0.58 | 0.55 | 0.6 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (Vanguard Small Cap Index Inv) 0.26% (99%)
- DFSCX (DFA US Micro Cap I) 0.11% (99%)
- IASCX (ING Small Company Port Adv) 0.16% (98%)
- RDVIX (Royce Dividend Value Invmt) 0.71% (96%)
- RMCFX (Royce Micro-Cap Svc) 0.07% (96%)
- RSEFX (Royce Special Equity Svc) 0.34% (95%)
- RTRIX (Royce Total Return Instl) 0.47% (95%)
- LRSYX (Lord Abbett Small Cap Value I) 0.42% (92%)
- GLSIX (Aberdeen Health Sciences I/S) 0.78% (92%)
- TSMVX (Transamerica Small/Mid Cap Value I2) 0.48% (92%)
Best ETFs
- IWM (iShares Russell 2000) 0.13% (99%)
- JKJ (iShares Morningstar Small-Cap) (99%)
- IWC (iShares Micro-Cap) 0.18% (98%)
- EES (WisdomTree SmallCap Earnings ETF) 0.27% (98%)
- FDM (First Trust Dow Jones Sel MicroCap ETF) 0.25% (98%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 0.14% (97%)
- IJR (iShares Core S&P Small-Cap) 0.05% (97%)
- PRFZ (PowerShares FTSE RAFI US 1500 Sm-Mid ETF) 0.76% (97%)
- RWJ (RevenueShares Small Cap ETF) 0.12% (97%)
- VB (Vanguard Small-Cap ETF) 0.41% (96%)
Best Closed End Funds
* Day change on 09/17/2021.Latest Articles Related to KSCYX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments