Back to top
Kinetics Mutual Fds, Inc. The Small Cap Opportunities Fd Instit Cl: (MF: KSCYX)
(NASDAQ Mutual Funds) As of Dec 17, 2025 05:12 PM ET
$160.87 USD
+5.60 (3.61%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.25 | 97 |
| 3 months | -3.87 | 93 |
| 6 months | -9.43 | 98 |
| 1 Year | -26.65 | 99 |
| 3 Year | 8.13 | 65 |
| 5 Year | 24.72 | 1 |
| 10 Year | 17.97 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -67.03 |
| Bull Market (2/09 - 3/21) | 1,581.32 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 11.77 |
| 5 Year | 30.97 |
| 10 Year | 19.07 |
| Since Inception | 11.91 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 9.64 | -7.72 | -4.41 | NA |
| 2024 | 8.97 | 12.10 | 19.58 | 15.57 |
| 2023 | -14.50 | -9.84 | 14.20 | -2.89 |
| 2022 | 8.58 | -6.30 | 7.93 | 20.40 |
| 2021 | 60.54 | 1.04 | -13.61 | 7.48 |
| 2020 | -34.35 | 22.05 | -7.74 | 38.66 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -7.24 | 68.84 | -14.51 | 32.22 | 50.61 | 2.50 | 27.30 | 0.44 | 26.50 | 24.61 | -12.06 |
| % Total Return Rel to Index | -24.75 | 43.82 | -40.76 | 50.42 | 21.93 | -15.89 | -4.18 | 4.83 | 4.71 | 12.67 | -13.44 |
| % Total Return Rel to Peer | -14.78 | 56.92 | -30.59 | 51.74 | 31.30 | -16.48 | 1.86 | 11.21 | 10.90 | 8.66 | -7.33 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 1.00 | 5.00 | 2.00 | 1.00 | 1.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 3.20 | 1.55 | 0.00 | 1.96 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 1.75 | 2.82 | 0.00 | 1.89 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.13 | 5.70 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 | 1.44 |
* 1 = Top 20%, 5 = Bottom 20%