Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALTEX (FIRSTHAND ALTERNATIVE ENERGY FUND FIRSTHAND ALTERNATIVE ENERGY FUND) | 1.47% | -4.50% | 0.55% | 4.93% | 5.83% | 4.05% | NA | 0.67% |
Data as of 07/02/2025, AR inception is 10/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALTEX (FIRSTHAND ALTERNATIVE ENERGY FUND FIRSTHAND ALTERNATIVE ENERGY FUND) | 10/31/2007 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.76 | -4.50 | 0.55 | 4.93 | 5.83 | 4.05 | NA | 0.67 | 1.47 | -8.11 | -5.56 | -18.26 | -5.09 | 83.88 | 55.04 | -18.57 | 27.35 | -9.26 | -9.75 | -0.15 | 93.71 | -23.57 | -39.89 | -9.24 | 41.02 | -47.84 | 8.79 |
| Sharpe Ratio | NA | -0.38 | -0.20 | 0.11 | 0.13 | NA | NA | -0.01 | -0.14 | -0.53 | -0.37 | -0.49 | -0.20 | 1.90 | 2.68 | -1.06 | 2.34 | -0.48 | -0.46 | -0.01 | 4.61 | -1.05 | -1.24 | -0.33 | 1.31 | -1.25 | 3.65 |
| Standard Deviation(%) | NA | 30.39 | 30.23 | 30.47 | 27.77 | NA | NA | 27.79 | 31.23 | 27.98 | 26.91 | 40.37 | 25.25 | 43.75 | 20.01 | 18.84 | 11.46 | 19.54 | 21.21 | 20.69 | 20.32 | 22.68 | 32.10 | 27.90 | 31.30 | 39.06 | 18.02 |
| Draw Down(%) | NA | 36.26 | 42.62 | 53.68 | 53.68 | NA | NA | 74.58 | 29.71 | 16.99 | 33.86 | 30.72 | 20.91 | 40.00 | 8.36 | 26.42 | 5.15 | 18.01 | 27.80 | 24.23 | 9.57 | 45.11 | 48.21 | 30.36 | 28.41 | 61.42 | 4.50 |
| Yield(%) | 0.00 | 1.39 | 1.66 | 1.25 | 1.92 | 1.31 | 0.61 | 0.72 | 0.00 | 1.40 | 3.32 | 0.00 | 0.00 | 0.00 | 12.75 | 0.04 | 0.32 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/02/2025, AR inception is 10/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTEX (FIRSTHAND ALTERNATIVE ENERGY FUND FIRSTHAND ALTERNATIVE ENERGY FUND) |
-25.29%
Dec 2009 - Dec 2012 |
-21.05%
Dec 2007 - Dec 2012 |
-4.69%
Dec 2007 - Dec 2017 |
0.72%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALTEX (FIRSTHAND ALTERNATIVE ENERGY FUND FIRSTHAND ALTERNATIVE ENERGY FUND) |
43.10%
Oct 2018 - Oct 2021 |
26.50%
Oct 2016 - Oct 2021 |
15.79%
Nov 2012 - Nov 2022 |
5.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart