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Nasdaq - Delayed Quote USD

Kinetics Spin-Off and Corp Rest Adv A (LSHAX)

37.41
+0.65
+(1.77%)
As of 8:06:27 AM EDT. Market Open.

Fund Summary

The fund will pursue its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. The fund is non-diversified.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 82.36%
Worst 1Y Total Return --
Number of Years Up 11
Number of Years Down 6

Performance & Risk

YTD Return 14.52%
5y Average Return 41.88%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
LSHAXCategory AverageLSHAXCategory AverageLSHAXCategory Average
Alpha 29.98 0 19.49 0 8.87 0
BETA 0.83 0 1.31 0 1.26 0
Mean Annual Return 3.25 0 3.04 0 1.73 0
R-squared 12.31 0 31.28 0 35.63 0
Standard Deviation 37.62 0 39.94 0 31.13 0
Sharpe Ratio 0.92 0 0.84 0 0.6 0
Treynor Ratio 39.96 0 22.75 0 12.14 0

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