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TEFQX: FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND (MUTUAL FUND)
Basic Info 3.7 0.04(1.07%) April 18
Asset Class: | Technology |
MyPlanIQ Rating: | (62%) |
Start Date: | 10/20/1999 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.85% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/21/1999 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -6.8 | -23.9 | -22.4 | -35.1 | -11.6 | 3.4 | 8.7 | 6.8 | 0.2 | 10.8 | -60.1 | -16.5 | 97.0 | 28.5 | 4.3 | 55.5 | 6.0 | 3.9 | 9.6 | 31.8 | 16.7 | -10.7 | 29.3 | 74.0 | -42.4 | 15.3 | 19.1 | 5.3 | 5.6 | 47.1 | -39.4 | -48.3 | -55.1 | 44.0 |
Sharpe Ratio | NA | -1.89 | -0.55 | -0.86 | -0.31 | 0.1 | NA | NA | -0.01 | 0.2 | -1.12 | -0.46 | 2.81 | 1.36 | 0.1 | 3.97 | 0.3 | 0.22 | 0.46 | 2.15 | 1.17 | -0.57 | 1.69 | 2.54 | -1.11 | 0.69 | 0.95 | 0.21 | 0.18 | 1.66 | -0.87 | -0.78 | -0.86 | 19.96 |
Draw Down(%) | NA | 19.8 | 30.0 | 75.7 | 76.8 | 76.8 | NA | NA | 92.3 | 30.4 | 61.6 | 33.8 | 29.8 | 13.1 | 28.0 | 7.0 | 22.1 | 18.5 | 13.7 | 10.7 | 11.6 | 20.8 | 9.1 | 17.0 | 55.2 | 13.5 | 15.5 | 13.0 | 28.4 | 20.5 | 58.9 | 71.4 | 68.4 | 5.4 |
Standard Deviation(%) | NA | 29.1 | 30.1 | 41.1 | 37.6 | 30.5 | NA | NA | 33.0 | 32.8 | 55.0 | 35.9 | 34.2 | 19.9 | 29.7 | 13.9 | 19.5 | 18.0 | 21.0 | 14.7 | 14.3 | 19.0 | 17.2 | 29.1 | 39.0 | 18.0 | 16.8 | 14.7 | 26.3 | 27.9 | 46.4 | 65.9 | 69.2 | 26.3 |
Treynor Ratio | NA | -0.6 | -0.16 | -0.28 | -0.12 | 0.03 | NA | NA | 0.0 | 0.05 | -0.45 | -0.13 | 1.62 | 0.3 | 0.03 | 0.55 | 0.06 | 0.04 | 0.08 | 0.32 | 0.21 | -0.16 | 0.38 | 0.76 | -0.49 | 0.14 | 0.18 | 0.03 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.36 | -0.18 | -0.19 | -0.1 | -0.05 | NA | NA | -0.02 | -0.15 | -0.15 | -0.19 | 0.18 | -0.04 | 0.01 | 0.05 | -0.03 | 0.0 | -0.04 | 0.0 | 0.02 | -0.05 | 0.07 | 0.04 | -0.02 | 0.01 | 0.04 | 0.01 | 0.04 | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 1.06 | 1.28 | 0.98 | 1.0 | NA | NA | 0.94 | 1.23 | 1.36 | 1.29 | 0.6 | 0.9 | 1.14 | 1.0 | 1.05 | 0.89 | 1.22 | 1.0 | 0.79 | 0.68 | 0.77 | 0.98 | 0.88 | 0.9 | 0.9 | 0.91 | 1.12 | NA | NA | NA | NA | NA |
RSquared | NA | 0.37 | 0.41 | 0.6 | 0.52 | 0.58 | NA | NA | 0.35 | 0.5 | 0.7 | 0.52 | 0.49 | 0.67 | 0.81 | 0.65 | 0.81 | 0.78 | 0.67 | 0.74 | 0.83 | 0.82 | 0.81 | 0.88 | 0.84 | 0.78 | 0.7 | 0.68 | 0.65 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.9 | 5.7 | 11.3 | 13.3 | 23.3 | 17.5 | N/A | 2.0 | 14.5 | 5.5 | 25.4 | 6.7 | 0.0 | 0.0 | 23.5 | 9.1 | 5.7 | 6.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -96.3 | -7.5 | 159.3 | 2325.0 | N/A | N/A | N/A | -96.3 | 111.2 | -64.8 | 371.4 | N/A | N/A | -100.0 | 140.5 | 64.4 | 2.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1999
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