ISGLX vs. KSCOX
Compare and contrast key facts about Columbia Integrated Small Cap Growth Fund (ISGLX) and Kinetics Small Cap Opportunities Fund (KSCOX).
ISGLX is managed by Columbia. It was launched on Jan 30, 2008. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Performance
ISGLX vs. KSCOX - Performance Comparison
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ISGLX vs. KSCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ISGLX Columbia Integrated Small Cap Growth Fund | 0.00% | 0.00% | 20.26% | 17.89% | -19.47% |
KSCOX Kinetics Small Cap Opportunities Fund | 31.31% | -8.66% | 68.42% | -14.77% | 41.90% |
Returns By Period
ISGLX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
KSCOX
- 1D
- 1.22%
- 1M
- -8.50%
- YTD
- 31.31%
- 6M
- 22.37%
- 1Y
- 7.94%
- 3Y*
- 26.30%
- 5Y*
- 16.09%
- 10Y*
- 21.31%
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ISGLX vs. KSCOX - Expense Ratio Comparison
ISGLX has a 0.98% expense ratio, which is lower than KSCOX's 1.64% expense ratio.
Return for Risk
ISGLX vs. KSCOX — Risk / Return Rank
ISGLX
KSCOX
ISGLX vs. KSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Integrated Small Cap Growth Fund (ISGLX) and Kinetics Small Cap Opportunities Fund (KSCOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| ISGLX | KSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.33 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.58 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.83 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | — | 0.61 | — |
Correlation
The correlation between ISGLX and KSCOX is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ISGLX vs. KSCOX - Dividend Comparison
ISGLX has not paid dividends to shareholders, while KSCOX's dividend yield for the trailing twelve months is around 0.14%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ISGLX Columbia Integrated Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 5.09% | 0.00% |
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% |
Drawdowns
ISGLX vs. KSCOX - Drawdown Comparison
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Drawdown Indicators
| ISGLX | KSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | — | -70.09% | — |
Max Drawdown (1Y)Largest decline over 1 year | — | -24.29% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -33.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.09% | — |
Current DrawdownCurrent decline from peak | — | -9.92% | — |
Average DrawdownAverage peak-to-trough decline | — | -14.89% | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 14.85% | — |
Volatility
ISGLX vs. KSCOX - Volatility Comparison
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Volatility by Period
| ISGLX | KSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.98% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.42% | — |
Volatility (1Y)Calculated over the trailing 1-year period | — | 28.84% | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | — | 27.74% | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | — | 25.84% | — |