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S&P 500
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Kinetics Small Cap Opportunities No Load (KSCOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Follow

Visitors trend2W10W9M

213.90

+6.81

(+3.29%)

As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return105.14%

5-Year Average Return30.89%

Number of Years Up17

Number of Years Down6

Best 1 Yr Total Return (Nov 20, 2024)59.40%

Worst 1 Yr Total Return (Nov 20, 2024)N/A

Best 3-Yr Total Return59.40%

Worst 3-Yr Total Return0.40%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.

ReturnKSCOXCategory

YTD72.84%12.40%

1-Month18.49%3.37%

3-Month25.57%4.88%

1-Year67.83%55.69%

3-Year24.22%19.34%

5-Year27.56%20.72%

10-Year17.30%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%12.05%19.53%N/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)

YTD1

1-Month1

3-Month1

1-Year1

3-Year1

5-Year1

Load Adjusted Returns

1-Year67.83%

3-Year24.22%

5-Year27.56%

10-Year17.30%