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ALTEX: FIRSTHAND ALTERNATIVE ENERGY FUND FIRSTHAND ALTERNATIVE ENERGY FUND (MUTUAL FUND)
Basic Info 10.62 0.28(2.71%) May 22
Asset Class: | Technology |
MyPlanIQ Rating: | (53%) |
Start Date: | 10/31/2007 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 3.12% |
Expenses | 2.00% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/31/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 4.2 | 2.5 | -3.1 | -6.2 | 12.1 | 6.1 | 4.5 | 1.2 | -2.3 | -18.3 | -5.1 | 83.9 | 55.0 | -18.6 | 27.3 | -9.3 | -9.8 | -0.2 | 93.7 | -23.6 | -39.9 | -9.2 | 41.0 | -47.8 | 8.8 |
Sharpe Ratio | NA | -0.29 | -0.42 | -0.29 | 0.29 | 0.17 | NA | 0.01 | -0.25 | -0.49 | -0.2 | 1.91 | 2.68 | -1.05 | 2.34 | -0.48 | -0.46 | -0.01 | 4.61 | -1.05 | -1.24 | -0.33 | 1.31 | -1.25 | 3.65 |
Draw Down(%) | NA | 17.0 | 33.9 | 48.0 | 48.0 | 48.0 | NA | 74.6 | 33.9 | 30.7 | 20.9 | 40.0 | 8.4 | 26.4 | 5.1 | 18.0 | 27.8 | 24.2 | 9.6 | 45.1 | 48.2 | 30.4 | 28.4 | 61.4 | 4.5 |
Standard Deviation(%) | NA | 26.6 | 26.3 | 31.2 | 33.0 | 26.7 | NA | 27.6 | 26.7 | 40.4 | 25.3 | 43.6 | 20.0 | 18.8 | 11.5 | 19.5 | 21.2 | 20.7 | 20.3 | 22.7 | 32.1 | 27.9 | 31.3 | 39.1 | 18.0 |
Treynor Ratio | NA | -0.09 | -0.13 | -0.1 | 0.11 | 0.05 | NA | 0.0 | -0.07 | -0.22 | -0.06 | 0.96 | 0.72 | -0.3 | 0.36 | -0.11 | -0.11 | 0.0 | 0.92 | -0.24 | -0.37 | -0.08 | 0.44 | -0.69 | 1.63 |
Alpha | NA | -0.09 | -0.13 | -0.07 | -0.02 | -0.04 | NA | -0.04 | -0.16 | 0.06 | -0.1 | 0.12 | 0.06 | -0.09 | 0.0 | -0.08 | -0.05 | -0.07 | 0.16 | -0.15 | -0.2 | -0.09 | -0.04 | -0.1 | 0.27 |
Beta | NA | 0.81 | 0.88 | 0.9 | 0.87 | 0.85 | NA | 0.86 | 0.94 | 0.92 | 0.81 | 0.86 | 0.74 | 0.65 | 0.75 | 0.88 | 0.88 | 1.1 | 1.02 | 0.98 | 1.07 | 1.13 | 0.93 | 0.7 | 0.4 |
RSquared | NA | 0.37 | 0.38 | 0.51 | 0.54 | 0.55 | NA | 0.56 | 0.44 | 0.59 | 0.41 | 0.64 | 0.44 | 0.66 | 0.53 | 0.56 | 0.54 | 0.56 | 0.4 | 0.5 | 0.71 | 0.68 | 0.69 | 0.54 | 0.33 |
Yield(%) | N/A | 0.0 | 3.1 | 0.9 | 3.1 | 1.6 | 1.1 | N/A | 3.3 | 0.0 | 0.0 | 0.0 | 12.7 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | -49.5 | 5315.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 27940.0 | -85.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2007
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