Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSCYX (KINETICS SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 19.97% | 7.90% | 27.61% | 14.89% | 19.59% | 16.18% | 12.13% | … | … |
Data as of 06/05/2026, Common starting date is 08/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSCYX (KINETICS SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 08/26/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 7.90 | 27.61 | 14.89 | 19.59 | 16.18 | 12.13 | … | … | 19.97 | -8.47 | 68.75 | -14.59 | 32.22 | 50.61 | 2.51 | 27.30 | 0.44 | 26.51 | 24.61 | -12.06 | -7.12 | 59.72 | 27.04 | -13.50 | 14.88 | 57.39 | -57.80 | 19.73 | 28.14 | 2.64 |
| Sharpe Ratio | NA | 0.06 | 0.93 | 0.47 | 0.70 | NA | NA | … | … | 1.81 | -0.39 | 2.37 | -0.94 | 0.95 | 1.63 | 0.05 | 1.88 | -0.06 | 2.27 | 1.50 | -0.86 | -0.51 | 4.41 | 2.00 | -0.65 | 0.88 | 2.03 | -1.51 | 1.07 | 1.76 | 0.39 |
| Standard Deviation(%) | NA | 26.12 | 27.39 | 27.74 | 26.13 | NA | NA | … | … | 31.88 | 29.34 | 27.51 | 19.48 | 32.51 | 31.05 | 41.43 | 13.73 | 15.86 | 11.45 | 16.27 | 14.10 | 13.87 | 13.54 | 13.60 | 20.89 | 16.87 | 28.17 | 38.79 | 15.58 | 14.13 | 13.11 |
| Draw Down(%) | NA | 18.80 | 32.96 | 32.96 | 47.08 | NA | NA | … | … | 18.80 | 24.49 | 25.85 | 25.24 | 15.87 | 19.83 | 47.08 | 10.64 | 26.07 | 6.65 | 15.65 | 19.36 | 17.20 | 7.09 | 11.20 | 25.80 | 16.47 | 29.89 | 65.16 | 12.86 | 13.84 | 7.36 |
| Yield(%) | 0.00 | 0.38 | 4.68 | 3.02 | 4.51 | 4.79 | 3.78 | … | … | 0.00 | 0.37 | 5.93 | 5.76 | 0.00 | 2.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.48 | 1.87 | 0.00 | 0.85 | 1.11 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCYX (KINETICS SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-20.76%
Feb 2006 – Feb 2009 |
-5.87%
Oct 2007 – Oct 2012 |
3.68%
Feb 2006 – Feb 2016 |
6.16%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSCYX (KINETICS SMALL CAP OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
38.53%
Mar 2020 – Mar 2023 |
37.49%
Mar 2020 – Mar 2025 |
23.35%
Feb 2016 – Feb 2026 |
18.53%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart