Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWIIX (KINETICS ALTERNATIVE INCOME FUND INSTITUTIONAL CLASS) | NA | -4.26% | -1.03% | 0.13% | 1.74% | 0.39% | NA | … | … |
Data as of 12/29/2022, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWIIX (KINETICS ALTERNATIVE INCOME FUND INSTITUTIONAL CLASS) | 07/05/2007 | 12/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.26 | -1.03 | 0.13 | 1.74 | 0.39 | NA | … | … | -4.28 | -1.13 | 2.30 | 2.69 | 1.10 | 2.51 | 4.22 | 3.09 | 1.72 | 5.39 | 10.17 | -4.43 | -3.79 | 17.46 | -25.05 | 2.77 |
| Sharpe Ratio | NA | -2.21 | -0.74 | -0.37 | 0.48 | NA | NA | … | … | -2.23 | -1.76 | 0.80 | 2.93 | -0.09 | 3.25 | 1.47 | 0.58 | 0.70 | 2.54 | 1.98 | -0.22 | -0.23 | 0.75 | -0.77 | 0.29 |
| Standard Deviation(%) | NA | 2.55 | 2.13 | 2.02 | 2.57 | NA | NA | … | … | 2.56 | 0.66 | 2.58 | 0.44 | 2.56 | 0.58 | 2.72 | 5.25 | 2.43 | 2.10 | 5.14 | 20.52 | 16.71 | 23.13 | 33.53 | 10.63 |
| Draw Down(%) | NA | 5.81 | 6.86 | 6.86 | 6.86 | NA | NA | … | … | 5.79 | 1.26 | 3.85 | 0.21 | 1.87 | 0.23 | 2.29 | 5.38 | 3.12 | 1.71 | 4.48 | 21.06 | 17.79 | 24.04 | 41.67 | 4.79 |
| Yield(%) | 0.00 | 0.36 | 0.43 | 0.77 | 5.01 | 3.18 | 2.48 | … | … | 0.35 | 0.00 | 0.44 | 1.80 | 1.25 | 0.21 | 0.12 | 0.10 | 0.00 | 0.00 | 3.00 | 2.15 | 2.05 | 0.28 | 0.00 | 0.97 |
Data as of 12/29/2022, Common starting date is 07/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWIIX (KINETICS ALTERNATIVE INCOME FUND INSTITUTIONAL CLASS) |
-7.59%
Aug 2007 – Aug 2010 |
-2.53%
Oct 2007 – Oct 2012 |
0.21%
May 2008 – May 2018 |
0.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWIIX (KINETICS ALTERNATIVE INCOME FUND INSTITUTIONAL CLASS) |
10.65%
Feb 2009 – Feb 2012 |
8.36%
Feb 2009 – Feb 2014 |
5.36%
Feb 2009 – Feb 2019 |
0.47%
Aug 2007 – Aug 2022 |
Annualized Rolling Returns Comparison Chart