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Kinetics Small Cap Opportunities Inst (KSCYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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119.37+0.49 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.79%
5-year average return14.96%
Number of years up13
Number of years down5
Best 1-yr total return (16 May 2024)59.72%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return59.72%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKSCYXCategory
YTD5.78%12.40%
1-month-2.93%3.37%
3-month9.45%4.88%
1-year12.86%55.69%
3-year3.78%19.34%
5-year14.06%20.72%
10-year11.88%13.98%
Last bull market5.84%27.85%
Last bear market-6.30%-24.06%

Annual total return (%) history

Year
KSCYXCategory
2024
N/AN/A
2023
-14.52%N/A
2022
32.22%N/A
2021
50.62%N/A
2020
2.51%38.62%
2019
27.30%27.68%
2018
0.44%-5.76%
2017
26.51%21.50%
2016
24.61%11.20%
2015
-12.06%-2.41%
2014
-7.12%2.44%
2013
59.72%40.91%
2012
27.04%13.15%
2011
-13.51%-3.55%
2010
14.10%26.98%
2009
58.45%35.46%
2008
-57.82%-41.55%
2007
19.91%7.59%
2006
28.52%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.97%N/AN/AN/A
2023-14.51%-9.84%14.21%-2.90%
20228.59%-6.30%7.93%20.40%
202160.54%1.04%-13.61%7.48%
2020-34.35%22.05%-7.74%38.66%
201919.39%2.59%-5.12%9.54%
20185.95%11.35%5.96%-19.65%
2017-1.24%5.51%13.59%6.88%
20161.82%4.58%7.90%8.46%
20155.22%-0.20%-16.05%-0.24%
20140.45%3.42%-3.74%-7.12%
201317.65%9.20%10.85%12.15%
201216.06%-3.16%7.14%5.50%
20111.02%-1.56%-18.31%6.47%
20103.97%-10.81%14.50%7.46%
2009-6.14%41.92%12.24%5.98%
2008-21.18%-3.97%-20.49%-29.91%
20077.13%7.87%6.88%-2.92%
200614.76%-3.78%3.10%12.88%
2005-1.26%N/AN/AN/A

Rank in category (by total return)

YTD12
1-month1
3-month1
1-year44
3-year3
5-year4

Load adjusted returns

1-year12.86%
3-year3.78%
5-year14.06%
10-year11.88%