SSCPX vs. KSCOX
Compare and contrast key facts about Saratoga Small Capitalization Portfolio (SSCPX) and Kinetics Small Cap Opportunities Fund (KSCOX).
SSCPX is managed by Saratoga. It was launched on Sep 1, 1994. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Performance
SSCPX vs. KSCOX - Performance Comparison
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SSCPX vs. KSCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | -2.63% | 6.41% | 10.79% | 15.16% | -17.56% | 24.53% | 25.39% | 23.71% | -16.14% | 15.58% |
KSCOX Kinetics Small Cap Opportunities Fund | 29.72% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
Returns By Period
In the year-to-date period, SSCPX achieves a -2.63% return, which is significantly lower than KSCOX's 29.72% return. Over the past 10 years, SSCPX has underperformed KSCOX with an annualized return of 9.16%, while KSCOX has yielded a comparatively higher 21.17% annualized return.
SSCPX
- 1D
- -1.77%
- 1M
- -8.88%
- YTD
- -2.63%
- 6M
- -3.54%
- 1Y
- 16.77%
- 3Y*
- 9.57%
- 5Y*
- 3.88%
- 10Y*
- 9.16%
KSCOX
- 1D
- -5.64%
- 1M
- -8.65%
- YTD
- 29.72%
- 6M
- 22.71%
- 1Y
- 8.12%
- 3Y*
- 25.79%
- 5Y*
- 16.02%
- 10Y*
- 21.17%
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SSCPX vs. KSCOX - Expense Ratio Comparison
SSCPX has a 1.70% expense ratio, which is higher than KSCOX's 1.64% expense ratio.
Return for Risk
SSCPX vs. KSCOX — Risk / Return Rank
SSCPX
KSCOX
SSCPX vs. KSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Saratoga Small Capitalization Portfolio (SSCPX) 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.
| SSCPX | KSCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.31 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.63 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.08 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.28 | +0.89 |
Martin ratioReturn relative to average drawdown | 3.79 | 0.46 | +3.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSCPX | KSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.31 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.58 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.82 | -0.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.61 | -0.24 |
Correlation
The correlation between SSCPX and KSCOX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SSCPX vs. KSCOX - Dividend Comparison
SSCPX's dividend yield for the trailing twelve months is around 9.26%, more than KSCOX's 0.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCPX Saratoga Small Capitalization Portfolio | 9.26% | 9.02% | 11.37% | 0.00% | 10.18% | 24.67% | 0.02% | 0.00% | 17.42% | 0.00% | 0.00% | 58.90% |
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSCPX vs. KSCOX - Drawdown Comparison
The maximum SSCPX drawdown since its inception was -53.65%, smaller than the maximum KSCOX drawdown of -70.09%. Use the drawdown chart below to compare losses from any high point for SSCPX and KSCOX.
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Drawdown Indicators
| SSCPX | KSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.65% | -70.09% | +16.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -24.29% | +12.46% |
Max Drawdown (5Y)Largest decline over 5 years | -27.78% | -33.10% | +5.32% |
Max Drawdown (10Y)Largest decline over 10 years | -43.59% | -47.09% | +3.50% |
Current DrawdownCurrent decline from peak | -11.54% | -11.01% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -14.89% | +4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.66% | 14.84% | -11.18% |
Volatility
SSCPX vs. KSCOX - Volatility Comparison
The current volatility for Saratoga Small Capitalization Portfolio (SSCPX) is 7.50%, while Kinetics Small Cap Opportunities Fund (KSCOX) has a volatility of 7.94%. This indicates that SSCPX 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.
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Volatility by Period
| SSCPX | KSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.50% | 7.94% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 19.48% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.41% | 28.88% | -6.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.10% | 27.74% | -5.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.90% | 25.84% | -2.94% |