Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| KSCOX (KINETICS SMALL CAP OPPORTUNITIES FUND NO LOAD CLASS) | -1.40% | 24.34% | 19.44% | 29.39% | 17.17% | 16.51% | 12.29% | 13.55% |
Data as of 07/18/2025, AR inception is 11/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSCOX (KINETICS SMALL CAP OPPORTUNITIES FUND NO LOAD CLASS) | 11/28/2000 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | 24.34 | 19.44 | 29.39 | 17.17 | 16.51 | 12.29 | 13.55 | -1.40 | 68.42 | -14.77 | 31.96 | 50.32 | 2.30 | 27.06 | 0.29 | 26.23 | 24.39 | -12.26 | -7.28 | 59.40 | 26.74 | -13.64 | 14.70 | 57.02 | -57.87 | 19.82 | 28.50 | 13.17 | 16.42 | 66.50 | -30.76 | 30.40 | 11.87 |
| Sharpe Ratio | NA | 0.85 | 0.71 | 1.00 | 0.64 | NA | NA | 0.55 | -0.04 | 2.36 | -0.95 | 0.94 | 1.62 | 0.05 | 1.86 | -0.07 | 2.24 | 1.49 | -0.87 | -0.53 | 4.37 | 1.98 | -0.65 | 0.87 | 2.02 | -1.51 | 1.08 | 1.78 | 0.94 | 1.03 | 4.42 | -1.99 | 1.20 | 8.31 |
| Standard Deviation(%) | NA | 33.64 | 27.22 | 28.55 | 25.39 | NA | NA | 22.17 | 34.90 | 27.51 | 19.48 | 32.50 | 30.98 | 41.44 | 13.74 | 15.85 | 11.45 | 16.27 | 14.07 | 13.88 | 13.57 | 13.62 | 20.89 | 16.86 | 28.24 | 38.77 | 15.54 | 14.14 | 11.62 | 14.96 | 14.90 | 16.04 | 23.67 | 30.94 |
| Draw Down(%) | NA | 27.55 | 31.18 | 31.18 | 47.09 | NA | NA | 70.05 | 18.37 | 25.86 | 25.31 | 15.89 | 19.89 | 47.09 | 10.73 | 26.09 | 6.67 | 15.69 | 19.39 | 17.26 | 7.14 | 11.21 | 25.88 | 16.49 | 29.93 | 65.19 | 12.87 | 13.87 | 7.31 | 13.94 | 8.13 | 34.58 | 13.63 | 8.93 |
| Yield(%) | 0.00 | 4.36 | 4.02 | 5.69 | 3.83 | 5.25 | 4.08 | 7.11 | 0.00 | 5.82 | 5.68 | 0.00 | 2.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.17 | 1.88 | 0.00 | 0.85 | 1.28 | 0.38 | 0.71 | 3.39 | 1.66 | 0.00 | 0.00 | 0.00 |
Data as of 07/18/2025, AR inception is 11/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCOX (KINETICS SMALL CAP OPPORTUNITIES FUND NO LOAD CLASS) |
-20.70%
Feb 2006 - Feb 2009 |
-6.18%
Feb 2004 - Feb 2009 |
3.56%
Feb 2006 - Feb 2016 |
6.07%
Sep 2005 - Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCOX (KINETICS SMALL CAP OPPORTUNITIES FUND NO LOAD CLASS) |
38.26%
Mar 2020 - Mar 2023 |
37.22%
Mar 2020 - Mar 2025 |
19.86%
Nov 2014 - Nov 2024 |
18.30%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart