KMKAX vs. KSCOX

In the year-to-date period, KMKAX achieves a 11.71% return, which is significantly higher than KSCOX's 10.47% return. Both investments have delivered pretty close results over the past 10 years, with KMKAX having a 17.53% annualized return and KSCOX not far behind at 17.48%.

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KMKAX has a 1.65% expense ratio, which is higher than KSCOX's 1.64% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Kinetics Market Opportunities Fund (KMKAX) 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.

The current KMKAX Sharpe Ratio is 2.16, which is comparable to the KSCOX Sharpe Ratio of 1.94. The chart below compares the historical Sharpe Ratios of KMKAX and KSCOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KMKAX's dividend yield for the trailing twelve months is around 0.48%, less than KSCOX's 1.57% yield.

The maximum KMKAX drawdown since its inception was -66.35%, smaller than the maximum KSCOX drawdown of -70.78%. Use the drawdown chart below to compare losses from any high point for KMKAX and KSCOX. For additional features, visit the drawdowns tool.

The current volatility for Kinetics Market Opportunities Fund (KMKAX) is 13.20%, while Kinetics Small Cap Opportunities Fund (KSCOX) has a volatility of 17.11%. This indicates that KMKAX experiences smaller price fluctuations and is considered to be less risky than KSCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.