# KSOCX (KSOCX)

> Source: Nexqual · https://nexqual.com/KSOCX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, KSOCX (KSOCX), nexqual.com/KSOCX" · informational, not investment advice.

**Price:** USD 150.84 (+1.03% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 149.3 · day 150.84–150.84 · 52w 134.39–198.48 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +2.0% vs S&P 500 +13.4%; 5Y +80.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +2.0% | +80.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +2.0% | +12.6% |
| Volatility (annualized) | 28.8% | 27.7% |
| Max drawdown | -24.9% (Mar 2026→Sep 2026) | -32.4% (Nov 2024→Dec 2025) |

## Peers
KSOAX (The Small Cap Opportunities Fd ) USD 162.71 -0.00% · KSCYX (Kinetics Mutual Fds, Inc. The S) USD 174.95 +0.00% · LSHEX (Kinetics Spin-off and Corporate) USD 28.89 +0.00% · LSHCX (Kinetics Spin-off and Corporate) USD 23.71 +0.00% · LSHAX (Kinetics Spin-off and Corporate) USD 27.11 -0.00%

## More
Full page: https://nexqual.com/KSOCX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt