KSOCX - Kinetics Small Capital Opportunities Fund Advisor Class C
Nasdaq - Nasdaq Delayed Price. Currency in USD
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return-25.10%
5-Year Average Return9.82%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (May 25, 2023)58.23%
Worst 1 Yr Total Return (May 25, 2023)N/A
Best 3-Yr Total Return58.23%
Worst 3-Yr Total Return-9.50%
Trailing Returns (%) Vs. Benchmarks
ReturnKSOCXCategory
YTD-25.10%12.40%
1-Month-5.52%3.37%
3-Month-14.91%4.88%
1-Year-9.26%55.69%
3-Year22.65%19.34%
5-Year9.82%20.72%
10-Year11.02%13.98%
Last Bull Market108.52%27.85%
Last Bear Market-6.52%-24.06%
Annual Total Return (%) History
YearKSOCXCategory
2023N/AN/A
202230.98%N/A
202149.19%N/A
20201.54%38.62%
201926.09%27.68%
2018-0.50%-5.76%
201725.31%21.50%
201623.45%11.20%
2015-12.92%-2.41%
2014-7.97%2.44%
201358.23%40.91%
201225.77%13.15%
2011-14.29%-3.55%
201013.00%26.98%
200956.97%35.46%
2008-58.20%-41.55%
2007N/A7.59%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
2023-14.70%N/AN/AN/A
20228.34%-6.52%7.67%20.11%
202160.18%0.80%-13.82%7.22%
2020-34.51%21.78%-7.97%38.33%
201919.10%2.35%-5.35%9.28%
20185.71%11.09%5.69%-19.83%
2017-1.44%5.24%13.30%6.63%
20161.59%4.34%7.67%8.17%
20154.96%-0.43%-16.24%-0.52%
20140.26%3.18%-3.99%-7.34%
201317.37%8.96%10.60%11.88%
201215.75%-3.39%6.88%5.23%
20110.79%-1.79%-18.53%6.28%
20103.70%-11.03%14.22%7.24%
2009-6.42%41.69%11.91%5.79%
2008-21.35%-4.23%-20.69%-30.04%
20077.91%6.65%-3.17%N/A
Rank In Category (By Total Return)
YTD100
1-Month98
3-Month100
1-Year30
3-Year2
5-Year5
Load Adjusted Returns
1-Year-0.81%
3-Year26.08%
5-Year12.76%
10-Year12.21%
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