Nasdaq - Delayed Quote USD

Kinetics Market Opportunities No Load (KMKNX)

50.07 +0.70 (+1.42%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 17.97%
5y Average Return 14.15%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (May 14, 2024) 50.21%
Worst 1Y Total Return (May 14, 2024) --
Best 3Y Total Return 50.21%
Worst 3Y Total Return 1.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KMKNX
Category
YTD
13.12%
0.00%
1-Month
-5.40%
0.00%
3-Month
14.82%
0.00%
1-Year
28.32%
0.00%
3-Year
2.28%
0.00%
5-Year
13.79%
0.00%
10-Year
12.27%
0.00%
Last Bull Market
17.68%
0.00%
Last Bear Market
-9.81%
0.00%

Annual Total Return (%) History

Year
KMKNX
Category
2024
--
--
2023
-7.33%
--
2022
14.98%
--
2021
28.04%
--
2020
19.55%
--
2019
22.76%
--
2018
-10.86%
--
2017
47.28%
--

2016
20.45%
--
2015
-9.11%
--
2014
-5.55%
--
2013
46.74%
--
2012
17.52%
--
2011
-7.85%
--
2010
11.31%
--
2009
50.21%
--
2008
-54.83%
--
2007
34.03%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 19.57% -- -- --
2023 -12.76% -9.64% 15.43% 1.84%
2022 1.79% -9.81% 7.00% 17.05%
2021 45.93% -6.39% -9.26% 3.30%
2020 -21.60% 17.29% -4.72% 36.46%
2019 15.07% 9.24% -7.69% 5.80%
2018 -5.39% 7.75% 6.64% -18.01%
2017 -1.42% 9.44% 14.26% 19.47%
2016 2.37% 2.58% 5.53% 8.69%
2015 2.16% 0.18% -9.14% -2.26%

2014 -1.08% 1.60% -1.75% -4.36%
2013 15.31% 6.03% 5.48% 13.77%
2012 16.94% -7.69% 3.10% 5.59%
2011 4.89% -1.83% -13.98% 4.04%
2010 2.77% -11.22% 9.00% 11.93%
2009 -0.55% 30.50% 14.62% 0.98%
2008 -21.90% -7.94% -13.72% -27.18%
2007 5.23% 8.20% 12.03% 5.08%
2006 -4.38% 5.70% 16.43% --

Rank in Category (By Total Return)

YTD 3
1-Month 20
3-Month 1
1-Year 7
3-Year 14
5-Year 2

Load Adjusted Returns

1-Year 28.32%
3-Year 2.28%
5-Year 13.79%
10-Year 12.27%

Performance & Risk

YTD Return 17.97%
5y Average Return 14.15%
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 13.12%
Yield 0.77%
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.

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