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

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.74-0.02 (-0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.17%
5-year average return13.41%
Number of years up10
Number of years down6
Best 1-yr total return (6 May 2024)42.92%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return42.92%
Worst 3-yr total return-2.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLSHAXCategory
YTD7.11%10.80%
1-month-0.60%4.43%
3-month12.17%7.00%
1-year14.52%48.17%
3-year2.60%21.26%
5-year13.01%20.18%
10-year9.04%14.07%
Last bull market0.58%27.14%
Last bear market-1.89%-21.26%

Annual total return (%) history

Year
LSHAXCategory
2024
N/AN/A
2023
-19.63%N/A
2022
39.45%N/A
2021
42.75%N/A
2020
5.21%39.26%
2019
31.30%32.52%
2018
-8.30%-6.65%
2017
15.66%23.91%
2016
11.85%6.03%
2015
-11.64%-0.95%
2014
-4.91%7.00%
2013
42.92%34.93%
2012
26.19%14.07%
2011
-13.43%-3.96%
2010
16.06%24.61%
2009
31.06%39.11%
2008
-58.41%-43.77%
2007
N/A15.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.76%N/AN/AN/A
2023-18.12%-12.34%20.63%-7.18%
20224.32%-1.89%10.53%23.27%
202157.72%4.55%-15.47%2.41%
2020-38.86%32.84%-5.53%37.11%
201924.12%1.90%-7.71%12.49%
20182.34%10.90%8.18%-25.31%
20171.04%1.75%9.94%2.32%
2016-2.41%3.64%4.64%5.68%
20155.06%-3.08%-12.62%-0.68%
20140.67%3.15%-4.17%-4.45%
201313.48%5.82%8.93%9.25%
201216.84%-4.26%10.29%2.29%
20116.04%-1.94%-19.97%4.04%
20102.99%-10.16%12.75%11.26%
2009-8.12%24.42%13.27%1.21%
2008-22.36%-1.60%-23.23%-29.08%
20073.58%2.82%N/AN/A

Rank in category (by total return)

YTD17
1-month1
3-month4
1-year68
3-year12
5-year5

Load adjusted returns

1-year7.93%
3-year0.59%
5-year11.68%
10-year8.39%