Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEFQX (FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND) | 17.89% | 28.32% | 8.33% | -13.97% | 7.02% | 7.32% | 8.76% | … | … |
Data as of 06/04/2026, Common starting date is 10/20/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEFQX (FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND) | 10/20/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 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 (%) | -6.75 | 28.32 | 8.33 | -13.97 | 7.02 | 7.32 | 8.76 | … | … | 17.89 | 33.77 | -22.02 | 10.80 | -60.11 | -16.48 | 97.04 | 28.51 | 4.31 | 55.45 | 5.99 | 3.90 | 9.62 | 31.79 | 16.67 | -10.74 | 29.27 | 73.98 | -42.40 | 15.31 | 19.12 | 5.26 | 5.56 | 47.12 | -39.36 | -48.27 | -55.08 | 43.99 |
| Sharpe Ratio | NA | 1.22 | 0.28 | -0.42 | 0.19 | NA | NA | … | … | 1.85 | 0.88 | -0.96 | 0.22 | -1.12 | -0.46 | 2.82 | 1.36 | 0.10 | 3.97 | 0.30 | 0.22 | 0.46 | 2.15 | 1.17 | -0.57 | 1.69 | 2.54 | -1.11 | 0.68 | 0.94 | 0.20 | 0.17 | 1.66 | -0.87 | -0.78 | -0.86 | 19.95 |
| Standard Deviation(%) | NA | 32.28 | 32.11 | 38.08 | 32.79 | NA | NA | … | … | 37.61 | 35.93 | 26.64 | 32.80 | 55.04 | 35.85 | 34.13 | 19.87 | 29.72 | 13.86 | 19.47 | 17.98 | 20.96 | 14.74 | 14.26 | 18.97 | 17.23 | 29.12 | 38.98 | 18.04 | 16.82 | 14.68 | 26.29 | 27.91 | 46.38 | 65.91 | 69.15 | 26.29 |
| Draw Down(%) | NA | 29.39 | 40.22 | 79.25 | 80.17 | NA | NA | … | … | 24.23 | 29.87 | 35.19 | 30.37 | 61.56 | 33.77 | 29.78 | 13.10 | 28.03 | 6.97 | 22.09 | 18.48 | 13.73 | 10.65 | 11.60 | 20.84 | 9.11 | 17.01 | 55.25 | 13.49 | 15.47 | 13.00 | 28.36 | 20.51 | 58.87 | 71.43 | 68.44 | 5.42 |
| Yield(%) | 0.00 | 0.00 | 0.66 | 3.66 | 12.58 | 11.79 | 16.43 | … | … | 0.00 | 0.00 | 0.00 | 2.10 | 14.52 | 5.47 | 25.43 | 6.72 | 0.00 | 0.00 | 23.50 | 9.11 | 5.77 | 6.73 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/20/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFQX (FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND) |
-51.57%
Feb 2000 – Feb 2003 |
-29.95%
Feb 2000 – Feb 2005 |
-12.29%
Feb 2000 – Feb 2010 |
-3.62%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEFQX (FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND FIRSTHAND TECHNOLOGY OPPORTUNITIES FUND) |
38.23%
Dec 2017 – Dec 2020 |
39.29%
Feb 2016 – Feb 2021 |
23.21%
Feb 2009 – Feb 2019 |
19.07%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart