Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWINX (KINETICS ALTERNATIVE INCOME FUND NO LOAD CLASS) | NA | 0.01% | -0.56% | 0.53% | 1.58% | 0.73% | NA | … | … |
Data as of 03/10/2023, Common starting date is 07/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWINX (KINETICS ALTERNATIVE INCOME FUND NO LOAD CLASS) | 07/05/2007 | 03/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.01 | -0.56 | 0.53 | 1.58 | 0.73 | NA | … | … | 1.15 | -4.81 | -1.32 | 2.21 | 1.66 | 0.92 | 2.32 | 4.00 | 2.94 | 1.50 | 5.22 | 9.90 | -4.88 | -3.91 | 16.98 | -25.17 | 2.43 |
| Sharpe Ratio | NA | -0.94 | -0.64 | -0.29 | 0.37 | NA | NA | … | … | -0.11 | -2.29 | -2.00 | 0.76 | 0.35 | -0.16 | 2.92 | 1.38 | 0.56 | 0.61 | 2.36 | 1.93 | -0.24 | -0.24 | 0.73 | -0.78 | 0.22 |
| Standard Deviation(%) | NA | 2.71 | 2.25 | 1.88 | 2.59 | NA | NA | … | … | 1.35 | 2.72 | 0.67 | 2.57 | 0.71 | 2.57 | 0.58 | 2.74 | 5.24 | 2.43 | 2.20 | 5.13 | 20.54 | 16.75 | 23.27 | 33.48 | 10.73 |
| Draw Down(%) | NA | 3.88 | 7.25 | 7.25 | 7.25 | NA | NA | … | … | 0.11 | 6.01 | 1.44 | 3.85 | 0.47 | 1.87 | 0.24 | 2.30 | 5.38 | 3.16 | 1.68 | 4.51 | 21.37 | 17.77 | 24.23 | 41.65 | 4.79 |
| Yield(%) | 0.00 | 1.01 | 0.41 | 0.78 | 4.46 | 3.05 | 2.23 | … | … | 0.00 | 0.99 | 0.00 | 0.23 | 1.62 | 1.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.80 | 1.98 | 1.97 | 0.03 | 0.00 | 0.73 |
Data as of 03/10/2023, 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 |
|---|---|---|---|---|
| KWINX (KINETICS ALTERNATIVE INCOME FUND NO LOAD CLASS) |
-7.89%
Aug 2007 – Aug 2010 |
-2.85%
Oct 2007 – Oct 2012 |
-0.02%
May 2008 – May 2018 |
-0.03%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWINX (KINETICS ALTERNATIVE INCOME FUND NO LOAD CLASS) |
10.33%
Feb 2009 – Feb 2012 |
8.09%
Feb 2009 – Feb 2014 |
5.13%
Feb 2009 – Feb 2019 |
0.62%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart