Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KSOCX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS C) | 16.89% | 3.52% | 25.14% | 13.27% | 18.40% | 15.01% | NA | … | … |
Data as of 06/10/2026, Common starting date is 02/22/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KSOCX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS C) | 02/22/2007 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.96 | 3.52 | 25.14 | 13.27 | 18.40 | 15.01 | NA | … | … | 16.89 | -9.34 | 67.16 | -15.40 | 30.98 | 49.19 | 1.54 | 26.09 | -0.50 | 25.31 | 23.45 | -12.92 | -7.97 | 58.23 | 25.77 | -14.29 | 13.79 | 55.88 | -59.08 | 8.19 |
| Sharpe Ratio | NA | 0.16 | 0.84 | 0.41 | 0.65 | NA | NA | … | … | 1.50 | -0.42 | 2.31 | -0.99 | 0.91 | 1.59 | 0.03 | 1.79 | -0.12 | 2.16 | 1.43 | -0.92 | -0.58 | 4.29 | 1.91 | -0.69 | 0.81 | 1.98 | -1.55 | 0.40 |
| Standard Deviation(%) | NA | 26.58 | 27.59 | 27.87 | 26.20 | NA | NA | … | … | 32.70 | 29.35 | 27.52 | 19.48 | 32.50 | 30.98 | 41.44 | 13.73 | 15.86 | 11.47 | 16.28 | 14.07 | 13.88 | 13.57 | 13.62 | 20.89 | 16.86 | 28.17 | 38.72 | 16.30 |
| Draw Down(%) | NA | 18.88 | 33.64 | 33.64 | 47.13 | NA | NA | … | … | 18.88 | 25.14 | 25.90 | 25.54 | 15.93 | 20.13 | 47.13 | 11.09 | 26.23 | 6.80 | 15.74 | 19.72 | 17.45 | 7.21 | 11.31 | 26.11 | 16.52 | 30.03 | 65.44 | 12.92 |
| Yield(%) | 0.00 | 0.00 | 4.17 | 2.49 | 3.61 | 3.63 | 2.09 | … | … | 0.00 | 0.00 | 5.47 | 5.53 | 0.00 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 | 1.15 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 02/22/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOCX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS C) |
-15.34%
Jun 2007 – Jun 2010 |
-7.29%
Oct 2007 – Oct 2012 |
2.47%
May 2007 – May 2017 |
7.66%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KSOCX (KINETICS SMALL CAP OPPORTUNITIES FUND ADVISOR CLASS C) |
37.22%
Mar 2020 – Mar 2023 |
36.20%
Mar 2020 – Mar 2025 |
22.19%
Feb 2016 – Feb 2026 |
17.41%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart