Nasdaq - Delayed Quote USD

Kinetics Market Opportunities Inst (KMKYX)

51.72 -0.23 (-0.44%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 21.58%
5y Average Return 15.71%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (May 31, 2024) 50.70%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 50.70%
Worst 3Y Total Return 1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KMKYX
Category
YTD
13.19%
10.80%
1-Month
-5.37%
4.43%
3-Month
14.89%
7.00%
1-Year
28.61%
48.17%
3-Year
2.48%
21.26%
5-Year
14.01%
20.18%
10-Year
12.50%
14.07%
Last Bull Market
17.78%
27.14%
Last Bear Market
-9.75%
-21.26%

Annual Total Return (%) History

Year
KMKYX
Category
2024
--
--
2023
-7.14%
--
2022
15.21%
--
2021
28.31%
--
2020
19.79%
39.26%
2019
22.97%
32.52%
2018
-10.70%
-6.65%
2017
47.65%
23.91%

2016
20.73%
6.03%
2015
-8.93%
-0.95%
2014
-5.36%
7.00%
2013
47.15%
34.93%
2012
17.83%
14.07%
2011
-7.71%
-3.96%
2010
11.54%
24.61%
2009
50.70%
39.11%
2008
--
-43.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 19.61% -- -- --
2023 -12.72% -9.58% 15.44% 1.93%
2022 1.81% -9.75% 7.04% 17.13%
2021 45.98% -6.33% -9.23% 3.38%
2020 -21.58% 17.36% -4.69% 36.56%
2019 15.12% 9.29% -7.64% 5.83%
2018 -5.33% 7.77% 6.71% -17.98%
2017 -1.41% 9.56% 14.29% 19.60%
2016 2.49% 2.62% 5.60% 8.72%
2015 2.26% 0.23% -9.12% -2.24%

2014 -0.96% 1.59% -1.68% -4.33%
2013 15.45% 6.08% 5.60% 13.77%
2012 17.02% -7.60% 3.18% 5.61%
2011 4.97% -1.83% -13.95% 4.07%
2010 2.85% -11.19% 9.07% 11.95%
2009 -0.55% 30.82% 14.82% 0.89%
2008 -13.71% -27.10% -- --

Rank in Category (By Total Return)

YTD 3
1-Month 18
3-Month 1
1-Year 7
3-Year 13
5-Year 2

Load Adjusted Returns

1-Year 28.61%
3-Year 2.48%
5-Year 14.01%
10-Year 12.50%

Performance & Risk

YTD Return 21.58%
5y Average Return 15.71%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Growth
Fund Family Kinetics
Net Assets 134.35M
YTD Return 13.19%
Yield 0.92%
Morningstar Rating
Inception Date May 19, 2008

Fund Summary

The fund is a non-diversified fund that invests all of its investable assets in the Market Opportunities Portfolio, a series of Kinetics Portfolios Trust. The Market Opportunities Portfolio normally invests at least 65% of its net assets in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies involved in capital markets or related to capital markets, as well as companies involved in the gaming industry. The fund is non-diversified.

Related Tickers

ENPIX ProFunds UltraSector Energy Fund
46.01
+3.67%
 
ENPSX ProFunds UltraSector Energy Fund
39.07
+3.66%
 
RYCVX Rydex Dow 2x Strategy H
147.97
+3.00%
 
RYLDX Rydex Dow 2x Strategy A
148.58
+2.99%
 
RYCYX Rydex Dow 2x Strategy C
124.00
+2.99%
 
FSHCX Fidelity Select Health Care Svcs Port
123.54
+2.82%
 
FIJGX Fidelity Advisor Telecommunications Z
46.36
+2.39%
 
FTUCX Fidelity Advisor Telecommunications C
46.06
+2.38%
 
FTUIX Fidelity Advisor Telecommunications I
46.51
+2.38%
 
FSTCX Fidelity Select Telecommunications Port
46.62
+2.37%
 
FTUAX Fidelity Advisor Telecommunications A
46.21
+2.37%
 
FTUTX Fidelity Advisor Telecommunications M
45.83
+2.37%
 
UMPIX ProFunds UltraMid Cap Fund
64.42
+2.34%
 
UMPSX ProFunds UltraMid Cap Fund
49.65
+2.31%
 
FIJCX Fidelity Advisor Consumer Staples Z
94.56
+2.27%
 
FDIGX Fidelity Advisor Consumer Staples I
94.67
+2.27%
 
CNPSX Consumer Staples UltraSector ProFund Svc
63.58
+2.27%
 
CNPIX Consumer Staples UltraSector ProFund Inv
73.25
+2.26%
 
FDFAX Fidelity Select Consumer Staples Port
94.97
+2.26%
 
FDCGX Fidelity Advisor Consumer Staples C
90.45
+2.26%
 
FDAGX Fidelity Advisor Consumer Staples A
93.67
+2.26%
 
FDTGX Fidelity Advisor Consumer Staples M
92.43
+2.26%
 
SSSIX SouthernSun Small Cap, I
29.30
+2.23%
 
SSSFX SouthernSun Small Cap, N
28.23
+2.21%
 
FSENX Fidelity Select Energy Portfolio
63.72
+2.03%
 
FIKAX Fidelity Advisor Energy Z
51.88
+2.03%
 
FANIX Fidelity Advisor Energy I
51.95
+2.02%
 
FNRCX Fidelity Advisor Energy C
44.59
+2.01%
 
FAGNX Fidelity Advisor Energy M
50.32
+2.01%
 
FANAX Fidelity Advisor Energy A
48.92
+2.00%
 
FMGIX Frontier MFG Core Infrastructure Instl
17.21
+1.98%
 
FCIVX Frontier MFG Core Infrastructure Service
17.22
+1.98%
 
CSJIX Cohen & Steers Realty Shares I
61.63
+1.97%
 
CSJZX Cohen & Steers Realty Shares Z
61.77
+1.96%
 
CSJAX Cohen & Steers Realty Shares A
61.64
+1.95%
 
CSRSX Cohen & Steers Realty Shares L
61.65
+1.95%
 
CSJRX Cohen & Steers Realty Shares R
61.70
+1.95%
 
CSJCX Cohen & Steers Realty Shares C
61.33
+1.94%
 
CSRIX Cohen & Steers Instl Realty Shares
45.11
+1.94%
 
SMVLX Smead Value Investor
82.05
+1.94%
 
HWLAX Hotchkis & Wiley Large Cap Value A
43.62
+1.93%
 
SVFAX Smead Value A
81.24
+1.93%
 
SVFFX Smead Value I1
82.05
+1.93%
 
SVFKX Smead Value R2
83.11
+1.93%
 
HWLZX Hotchkis & Wiley Large Cap Value Z
43.90
+1.92%
 
SVFDX Smead Value R1
80.56
+1.92%
 
SVFYX Smead Value Y
82.21
+1.92%
 
HWLCX Hotchkis & Wiley Large Cap Value C
43.26
+1.92%
 
HWLIX Hotchkis & Wiley Large Cap Value I
43.90
+1.91%
 
HWCIX Hotchkis & Wiley Diversified Value I
31.03
+1.90%
 
COBYX The Cook & Bynum
17.20
+1.90%
 
HWCCX Hotchkis & Wiley Diversified Value C
31.22
+1.89%
 
HWCAX Hotchkis & Wiley Diversified Value A
31.17
+1.89%
 
FRESX Fidelity Real Estate Investment Port
36.58
+1.84%
 
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.75
+1.84%
 
FSRNX Fidelity Real Estate Index
15.01
+1.83%
 
PHRCX Virtus Duff & Phelps Real Estate Secs C
17.79
+1.83%
 
RIVSX River Oak Discovery
17.25
+1.83%
 
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.83
+1.83%
 
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.86
+1.82%
 
CIMDX Clarkston Founders Institutional
15.12
+1.82%
 
CFMDX Clarkston Founders Founders
15.15
+1.81%
 
EICVX EIC Value A
17.49
+1.80%
 
RMLPX Recurrent MLP & Infrastructure Class I
23.26
+1.79%
 
HCMAX Hillman Value No Load
31.84
+1.79%
 
FRLAX Franklin Real Estate Securities Adv
17.17
+1.78%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
15.48
+1.78%
 
CLIFX Clifford Capital Partners Institutional
18.35
+1.77%
 
FRRSX Franklin Real Estate Securities C
15.50
+1.77%
 
FNORX Fidelity Nordic
70.65
+1.77%
 
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
83.89
+1.77%
 
FSERX Franklin Real Estate Securities R6
17.25
+1.77%
 
UBVVX Undiscovered Managers Behavioral Value Fund
83.59
+1.77%
 
UBVAX Undiscovered Managers Behavioral Value Fund
80.79
+1.76%
 
UBVLX Undiscovered Managers Behavioral Value Fund
83.69
+1.76%
 
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
 
CLIQX Clifford Capital Partners Super Instl
18.48
+1.76%
 
UBVTX Undiscovered Managers Behavioral Value Fund
79.74
+1.76%
 
UBVSX Undiscovered Managers Behavioral Value Fund Class I
83.26
+1.76%
 
EIPIX EIP Growth and Income I
16.77
+1.76%
 
BIVRX Invenomic Investor
17.94
+1.76%
 
UBVUX Undiscovered Managers Behavioral Value Fund
82.92
+1.75%
 
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
79.56
+1.75%
 
FREEX Franklin Real Estate Securities A
16.85
+1.75%
 
TILCX T. Rowe Price Lrg Cp Va I
24.43
+1.75%
 
UBVCX Undiscovered Managers Behavioral Value Fund Class C
74.52
+1.75%
 
EICIX EIC Value Institutional
17.51
+1.74%
 
EICCX EIC Value C
16.94
+1.74%
 
CLFFX Clifford Capital Partners Investor
18.14
+1.74%
 
RYAVX Rydex S&P MidCap 400 Pure Value H
74.17
+1.73%
 
RYMVX Rydex S&P MidCap 400 Pure Value A
74.26
+1.73%
 
FJPNX Fidelity Japan
16.54
+1.72%
 
RYMMX Rydex S&P MidCap 400 Pure Value C
60.33
+1.72%
 
FJPCX Fidelity Advisor Japan C
15.98
+1.72%
 
BIVIX Invenomic Institutional
18.35
+1.72%
 
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
31.44
+1.71%
 
TRLUX T. Rowe Price Lrg Cp Va Inv
24.39
+1.71%
 
CSVZX Columbia Select Large Cap Value Inst
35.10
+1.71%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
15.47
+1.71%
 
SLVAX Columbia Select Large Cap Value A
33.38
+1.71%