Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSOAX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS A) | 23.25% | 8.82% | 28.26% | 15.29% | 19.52% | 15.74% | 11.82% | … | … |
Data as of 06/03/2026, Common starting date is 01/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSOAX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS A) | 01/24/2002 | 06/03/2026 |
| 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 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 8.82 | 28.26 | 15.29 | 19.52 | 15.74 | 11.82 | … | … | 23.25 | -8.89 | 68.00 | -14.98 | 31.64 | 49.94 | 2.04 | 26.72 | 0.00 | 25.94 | 24.06 | -12.47 | -7.54 | 59.02 | 26.44 | -13.85 | 14.34 | 56.73 | -58.00 | 19.36 | 28.03 | 12.83 | 16.10 | 66.08 | -30.40 |
| Sharpe Ratio | NA | 0.04 | 0.90 | 0.45 | 0.68 | NA | NA | … | … | 1.79 | -0.40 | 2.34 | -0.96 | 0.93 | 1.61 | 0.04 | 1.84 | -0.09 | 2.22 | 1.47 | -0.89 | -0.54 | 4.35 | 1.96 | -0.66 | 0.85 | 2.01 | -1.52 | 1.05 | 1.75 | 0.91 | 1.01 | 4.37 | -2.04 |
| Standard Deviation(%) | NA | 26.09 | 27.37 | 27.73 | 26.12 | NA | NA | … | … | 31.88 | 29.29 | 27.52 | 19.50 | 32.51 | 30.98 | 41.44 | 13.73 | 15.86 | 11.45 | 16.26 | 14.07 | 13.88 | 13.55 | 13.60 | 20.90 | 16.84 | 28.19 | 38.77 | 15.54 | 14.17 | 11.63 | 14.90 | 14.94 | 16.28 |
| Draw Down(%) | NA | 18.84 | 33.28 | 33.28 | 47.11 | NA | NA | … | … | 18.84 | 24.79 | 25.87 | 25.38 | 15.91 | 19.97 | 47.11 | 10.84 | 26.14 | 6.72 | 15.68 | 19.49 | 17.33 | 7.14 | 11.25 | 25.94 | 16.52 | 29.96 | 65.29 | 12.86 | 13.93 | 7.35 | 14.03 | 8.23 | 34.63 |
| Yield(%) | 0.00 | 0.00 | 4.35 | 2.75 | 4.02 | 4.05 | 3.22 | … | … | 0.00 | 0.00 | 5.71 | 5.67 | 0.00 | 1.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 1.61 | 0.00 | 0.86 | 0.97 | 0.12 | 0.71 | 3.19 | 1.47 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOAX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS A) |
-20.98%
Feb 2006 – Feb 2009 |
-6.49%
Feb 2004 – Feb 2009 |
3.27%
Feb 2006 – Feb 2016 |
5.77%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOAX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS A) |
37.91%
Mar 2020 – Mar 2023 |
36.88%
Mar 2020 – Mar 2025 |
22.80%
Feb 2016 – Feb 2026 |
17.99%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart