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TLFQX: Firsthand Technology Leaders (MUTUAL FUND)
Basic Info
Asset Class: | Technology |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/09/1998 |
Last Dividend Date: | 06/13/2012 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 06/14/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/09/1998 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -3.1 | 7.0 | -2.5 | 3.8 | 4.1 | -0.5 | -5.1 | 8.4 | 55.6 | -46.7 | 14.0 | 6.8 | 13.1 | -2.8 | 61.8 | -43.5 | -44.3 | -24.2 | 151.5 | 61.2 |
Sharpe Ratio | NA | -0.35 | 0.45 | -0.11 | 0.1 | 0.07 | -0.16 | -0.46 | 0.45 | 1.73 | -1.18 | 0.57 | 0.19 | 0.76 | -0.16 | 2.19 | -0.97 | -0.78 | -0.52 | 4.25 | 2.11 |
Draw Down(%) | NA | 8.8 | 15.8 | 61.3 | 61.3 | 87.1 | 8.8 | 13.3 | 15.8 | 22.1 | 57.5 | 11.5 | 20.4 | 9.7 | 29.8 | 15.9 | 60.3 | 66.0 | 49.6 | 11.8 | 29.8 |
Standard Deviation(%) | NA | 8.9 | 15.3 | 26.3 | 26.2 | 33.8 | 7.3 | 11.1 | 18.7 | 32.2 | 40.4 | 19.2 | 17.9 | 14.4 | 23.4 | 27.9 | 46.0 | 60.3 | 54.6 | 34.9 | 35.9 |
Treynor Ratio | NA | -0.1 | 0.11 | -0.04 | 0.03 | 0.03 | -0.03 | -0.14 | 0.09 | 0.51 | -0.52 | 0.11 | 0.03 | 0.11 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.02 | -0.05 | -0.03 | 0.0 | -0.03 | -0.02 | -0.01 | -0.03 | -0.04 | 0.0 | -0.01 | 0.04 | 0.0 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.32 | 0.62 | 0.85 | 0.9 | 0.89 | 0.39 | 0.37 | 0.88 | 1.09 | 0.92 | 1.02 | 1.08 | 0.99 | 1.15 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.79 | 0.72 | 0.81 | 0.55 | 0.23 | 0.7 | 0.71 | 0.91 | 0.91 | 0.86 | 0.89 | 0.89 | 0.83 | 0.84 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | 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 | -94.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/09/1998
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