Nasdaq - Delayed Quote • USD
Kinetics Spin-Off and Corp Rest Instl (LSHUX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.91% |
| 5y Average Return | 13.49% |
| Number of Years Up | 10 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 26, 2024) | 43.12% |
| Worst 1Y Total Return (Apr 26, 2024) | -- |
| Best 3Y Total Return | 43.12% |
| Worst 3Y Total Return | -1.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
LSHUX
Category
- YTD
- 7.87%
- 10.80%
- 1-Month
- 7.06%
- 4.43%
- 3-Month
- 7.87%
- 7.00%
- 1-Year
- 6.11%
- 48.17%
- 3-Year
- 3.28%
- 21.26%
- 5-Year
- 14.23%
- 20.18%
- 10-Year
- 9.23%
- 14.07%
- Last Bull Market
- 112.72%
- 27.14%
- Last Bear Market
- -1.82%
- -21.26%
Annual Total Return (%) History
Year
LSHUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.87% | -- | -- | -- |
| 2023 | -18.10% | -12.28% | 20.78% | -7.15% |
| 2022 | 4.40% | -1.82% | 10.60% | 23.33% |
| 2021 | 57.89% | 4.58% | -15.39% | 2.45% |
| 2020 | -38.80% | 32.89% | -5.49% | 37.20% |
| 2019 | 24.25% | 1.98% | -7.67% | 12.61% |
| 2018 | 2.43% | 10.97% | 8.24% | -25.31% |
| 2017 | 1.14% | 1.75% | 10.01% | 2.37% |
| 2016 | -2.41% | 3.64% | 4.76% | 5.78% |
| 2015 | 5.18% | -3.09% | -12.55% | -0.57% |
| 2014 | 0.77% | 3.17% | -4.00% | -4.46% |
| 2013 | 13.43% | 5.86% | 9.00% | 9.31% |
| 2012 | 16.96% | -4.29% | 10.20% | 2.58% |
| 2011 | 6.07% | -1.82% | -20.06% | 4.29% |
| 2010 | 3.01% | -10.06% | 12.82% | 11.46% |
| 2009 | -7.96% | 24.53% | 13.32% | 1.12% |
| 2008 | -22.42% | -1.38% | -23.26% | -29.16% |
| 2007 | 2.42% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 2 |
| 3-Month | 68 |
| 1-Year | 98 |
| 3-Year | 41 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 6.11% |
| 3-Year | 3.28% |
| 5-Year | 14.23% |
| 10-Year | 9.23% |
Performance & Risk
| YTD Return | 9.91% |
| 5y Average Return | 13.49% |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Kinetics |
| Net Assets | 22.66M |
| YTD Return | 7.87% |
| Yield | 0.45% |
| Morningstar Rating | |
| Inception Date | May 24, 2007 |
Fund Summary
The fund will pursue its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. The fund is non-diversified.
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