KSCOX vs. KMKAX

In the year-to-date period, KSCOX achieves a 2.32% return, which is significantly lower than KMKAX's 6.84% return. Over the past 10 years, KSCOX has underperformed KMKAX with an annualized return of 17.23%, while KMKAX has yielded a comparatively higher 18.20% annualized return.

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

This table presents a comparison of risk-adjusted performance metrics for Kinetics Small Cap Opportunities Fund (KSCOX) and Kinetics Market Opportunities Fund (KMKAX). 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 KSCOX Sharpe Ratio is 1.54, which is comparable to the KMKAX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of KSCOX and KMKAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

KSCOX's dividend yield for the trailing twelve months is around 3.50%, more than KMKAX's 0.62% yield.

The maximum KSCOX drawdown since its inception was -70.09%, which is greater than KMKAX's maximum drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for KSCOX and KMKAX.

Kinetics Small Cap Opportunities Fund (KSCOX) has a higher volatility of 7.63% compared to Kinetics Market Opportunities Fund (KMKAX) at 5.67%. This indicates that KSCOX's price experiences larger fluctuations and is considered to be riskier than KMKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.