Nasdaq - Delayed Quote USD

Kinetics Small Cap Opportunities Inst (KSCYX)

191.60
+1.44
+(0.76%)
As of 8:06:26 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 11.42%
5y Average Return 34.95%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 6, 2025) 68.85%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 68.85%
Worst 3Y Total Return 0.59%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KSCYX
Category
YTD
8.73%
12.40%
1-Month
-0.83%
3.37%
3-Month
-1.24%
4.88%
1-Year
73.56%
55.69%
3-Year
25.60%
19.34%
5-Year
32.21%
20.72%
10-Year
18.39%
13.98%
Last Bull Market
101.84%
27.85%
Last Bear Market
-6.30%
-24.06%

Annual Total Return (%) History

Year
KSCYX
Category
2025
--
--
2024
68.85%
--
2023
-14.52%
--
2022
32.22%
--
2021
50.62%
--
2020
2.51%
38.62%
2019
27.30%
27.68%
2018
0.44%
-5.76%

2017
26.51%
21.50%
2016
24.61%
11.20%
2015
-12.06%
-2.41%
2014
-7.12%
2.44%
2013
59.72%
40.91%
2012
27.04%
13.15%
2011
-13.51%
-3.55%
2010
14.10%
26.98%
2009
58.45%
35.46%
2008
-57.82%
-41.55%
2007
19.91%
7.59%
2006
28.52%
10.81%
2005
--
6.02%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 9.64% -- -- --
2024 8.97% 12.11% 19.59% 15.57%
2023 -14.51% -9.84% 14.21% -2.90%
2022 8.59% -6.30% 7.93% 20.40%
2021 60.54% 1.04% -13.61% 7.48%
2020 -34.35% 22.05% -7.74% 38.66%
2019 19.39% 2.59% -5.12% 9.54%
2018 5.95% 11.35% 5.96% -19.65%
2017 -1.24% 5.51% 13.59% 6.88%
2016 1.82% 4.58% 7.90% 8.46%

2015 5.22% -0.20% -16.05% -0.24%
2014 0.45% 3.42% -3.74% -7.12%
2013 17.65% 9.20% 10.85% 12.15%
2012 16.06% -3.16% 7.14% 5.50%
2011 1.02% -1.56% -18.31% 6.47%
2010 3.97% -10.81% 14.50% 7.46%
2009 -6.14% 41.92% 12.24% 5.98%
2008 -21.18% -3.97% -20.49% -29.91%
2007 7.13% 7.87% 6.88% -2.92%
2006 14.76% -3.78% 3.10% 12.88%
2005 -1.26% -- -- --

Rank in Category (By Total Return)

YTD 1
1-Month 52
3-Month 1
1-Year 1
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 73.56%
3-Year 25.60%
5-Year 32.21%
10-Year 18.39%

Performance & Risk

YTD Return 11.42%
5y Average Return 34.95%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Kinetics
Net Assets 553.18M
YTD Return 8.73%
Yield 1.66%
Morningstar Rating
Inception Date Mar 20, 2000

Fund Summary

The fund is a non-diversified fund that invests all of its investable assets in the Small Cap Portfolio, a series of Kinetics Portfolios Trust. The Small Cap Portfolio invests at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks (such as American Depositary Receipts, Global Depositary Receipts and International Depositary Receipts) of U.S. and foreign small capitalization companies that provide attractive valuation opportunities. The fund is non-diversified.

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