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Kinetics Small Cap Opportunities No Load (KSCOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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116.48+0.48 (+0.41%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.71%
5-year average return14.73%
Number of years up17
Number of years down6
Best 1-yr total return (16 May 2024)59.40%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return59.40%
Worst 3-yr total return0.40%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKSCOXCategory
YTD5.71%12.40%
1-month-2.95%3.37%
3-month9.39%4.88%
1-year12.63%55.69%
3-year3.57%19.34%
5-year13.83%20.72%
10-year11.66%13.98%
Last bull market5.76%27.85%
Last bear market-6.35%-24.06%

Annual total return (%) history

Year
KSCOXCategory
2024
N/AN/A
2023
-14.69%N/A
2022
31.96%N/A
2021
50.33%N/A
2020
2.30%38.62%
2019
27.06%27.68%
2018
0.29%-5.76%
2017
26.23%21.50%
2016
24.39%11.20%
2015
-12.26%-2.41%
2014
-7.28%2.44%
2013
59.40%40.91%
2012
26.74%13.15%
2011
-13.65%-3.55%
2010
13.85%26.98%
2009
58.16%35.46%
2008
-57.88%-41.55%
2007
19.65%7.59%
2006
28.37%10.81%
2005
13.17%6.02%
2004
16.40%12.41%
2003
66.51%45.54%
2002
-30.28%-27.88%
2001
30.40%-8.91%
2000
N/A-3.85%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.92%N/AN/AN/A
2023-14.55%-9.89%14.14%-2.93%
20228.53%-6.35%7.88%20.35%
202160.47%0.99%-13.65%7.43%
2020-34.39%22.01%-7.78%38.58%
201919.34%2.54%-5.17%9.49%
20185.91%11.33%5.91%-19.69%
2017-1.28%5.44%13.54%6.82%
20161.78%4.52%7.86%8.41%
20155.16%-0.26%-16.09%-0.31%
20140.42%3.38%-3.79%-7.16%
201317.60%9.12%10.80%12.10%
201215.96%-3.21%7.09%5.45%
20110.99%-1.61%-18.39%6.49%
20103.89%-10.86%14.41%7.46%
2009-6.23%41.94%12.15%5.95%
2008-21.21%-4.02%-20.51%-29.94%
20077.06%7.84%6.82%-2.97%
200614.75%-3.81%3.02%12.90%
2005-3.16%6.63%10.98%-1.26%
2004-0.91%4.02%-0.70%13.72%
20037.97%16.70%14.47%15.45%
20020.76%-6.37%-21.56%-5.78%
20019.53%14.45%-9.54%14.99%
20003.13%7.44%1.37%N/A

Rank in category (by total return)

YTD13
1-month1
3-month2
1-year44
3-year4
5-year5

Load adjusted returns

1-year12.63%
3-year3.57%
5-year13.83%
10-year11.66%