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Kinetics Spin-Off and Corp Rest Instl (LSHUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.39-0.46 (-1.85%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return31.41%
5-year average return18.99%
Number of years up10
Number of years down6
Best 1-yr total return (20 Jun 2024)43.12%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return43.12%
Worst 3-yr total return-1.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSHUXCategory
YTD13.95%10.80%
1-month6.28%4.43%
3-month13.10%7.00%
1-year30.61%48.17%
3-year5.95%21.26%
5-year16.57%20.18%
10-year9.75%14.07%
Last bull market0.71%27.14%
Last bear market-1.82%-21.26%

Annual total return (%) history

Year
LSHUXCategory
2024
N/AN/A
2023
-19.43%N/A
2022
39.82%N/A
2021
43.12%N/A
2020
5.46%39.26%
2019
31.74%32.52%
2018
-8.11%-6.65%
2017
15.90%23.91%
2016
12.08%6.03%
2015
-11.37%-0.95%
2014
-4.65%7.00%
2013
43.07%34.93%
2012
26.54%14.07%
2011
-13.17%-3.96%
2010
16.49%24.61%
2009
31.35%39.11%
2008
-58.40%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.87%N/AN/AN/A
2023-18.10%-12.28%20.78%-7.15%
20224.40%-1.82%10.60%23.33%
202157.89%4.58%-15.39%2.45%
2020-38.80%32.89%-5.49%37.20%
201924.25%1.98%-7.67%12.61%
20182.43%10.97%8.24%-25.31%
20171.14%1.75%10.01%2.37%
2016-2.41%3.64%4.76%5.78%
20155.18%-3.09%-12.55%-0.57%
20140.77%3.17%-4.00%-4.46%
201313.43%5.86%9.00%9.31%
201216.96%-4.29%10.20%2.58%
20116.07%-1.82%-20.06%4.29%
20103.01%-10.06%12.82%11.46%
2009-7.96%24.53%13.32%1.12%
2008-22.42%-1.38%-23.26%-29.16%
20072.42%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month5
3-month1
1-year12
3-year6
5-year2

Load adjusted returns

1-year30.61%
3-year5.95%
5-year16.57%
10-year9.75%