ISGLX vs. KSOAX

Last updated Apr 1, 2026

Compare and contrast key facts about Columbia Integrated Small Cap Growth Fund (ISGLX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX).

ISGLX is managed by Columbia. It was launched on Jan 30, 2008. KSOAX is managed by Kinetics. It was launched on Dec 31, 2001.

Performance

ISGLX vs. KSOAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Integrated Small Cap Growth Fund (ISGLX) and Kinetics Small Capital Opportunities Advisor Fund Class A (KSOAX). The values are adjusted to include any dividend payments, if applicable.

ISGLX vs. KSOAX - 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%
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A	29.65%	-8.89%	68.00%	-14.98%	41.58%

Returns By Period

ISGLX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

KSOAX

• 1D: -5.64%
• 1M: -8.67%
• YTD: 29.65%
• 6M: 22.56%
• 1Y: 7.86%
• 3Y*: 25.48%
• 5Y*: 15.73%
• 10Y*: 20.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ISGLX vs. KSOAX - Expense Ratio Comparison

ISGLX has a 0.98% expense ratio, which is lower than KSOAX's 1.89% expense ratio.

KSOAX

Kinetics Small Capital Opportunities Advisor Fund Class A

ISGLX

Columbia Integrated Small Cap Growth Fund

Return for Risk

ISGLX vs. KSOAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

KSOAX

KSOAX Risk / Return Rank: 12
KSOAX Sharpe Ratio Rank: 12
KSOAX Sortino Ratio Rank: 14
KSOAX Omega Ratio Rank: 13
KSOAX Calmar Ratio Rank: 11
KSOAX Martin Ratio Rank: 9

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ISGLX vs. KSOAX - 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 Capital Opportunities Advisor Fund Class A (KSOAX). 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.

Sharpe Ratios by Period

	ISGLX	KSOAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.30	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.57	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.81	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.56	—

Correlation

The correlation between ISGLX and KSOAX 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. KSOAX - Dividend Comparison

Neither ISGLX nor KSOAX has paid dividends to shareholders.

	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%
KSOAX Kinetics Small Capital Opportunities Advisor Fund Class A	0.00%	0.00%	3.52%	6.72%	0.00%	1.41%

Drawdowns

Drawdown Indicators

	ISGLX	KSOAX	Difference
Max Drawdown Largest peak-to-trough decline	—	-70.21%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-24.40%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-33.28%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-47.11%	—
Current Drawdown Current decline from peak	—	-11.30%	—
Average Drawdown Average peak-to-trough decline	—	-15.88%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	14.90%	—

Volatility

Volatility by Period

	ISGLX	KSOAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.94%	—
Volatility (6M) Calculated over the trailing 6-month period	—	19.48%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	28.88%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	27.75%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	25.84%	—