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Firsthand Technology Opportunities Fund: (MF: TEFQX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$3.54 USD
+0.04 (1.14%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -26.95 | 99 |
| 3 months | -12.56 | 98 |
| 6 months | -26.95 | 99 |
| 1 Year | -22.73 | 99 |
| 3 Year | -37.84 | 99 |
| 5 Year | -11.83 | 99 |
| 10 Year | 1.94 | 96 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 230.55 |
| Bear Market (10/07 - 2/09) | -50.48 |
| Bull Market (2/09 - 3/21) | 331.96 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | -22.73 |
| 5 Year | -11.82 |
| 10 Year | 1.94 |
| Since Inception | 0.45 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -16.46 | -12.56 | NA | NA |
| 2023 | 11.18 | -5.83 | -10.25 | 17.87 |
| 2022 | -17.05 | -41.47 | -4.65 | -13.33 |
| 2021 | -5.18 | 18.75 | -13.61 | -14.35 |
| 2020 | -12.24 | 35.55 | 16.73 | 41.53 |
| 2019 | 28.53 | -0.29 | -6.67 | 7.45 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -26.95 | 10.75 | -59.88 | -16.68 | 96.53 | 28.51 | 4.30 | 55.45 | 5.97 | 4.27 | 9.25 |
| % Total Return Rel to Index | -42.25 | -15.49 | -41.67 | -45.37 | 78.13 | -2.98 | 8.70 | 33.65 | -5.95 | 2.88 | -4.38 |
| % Total Return Rel to Peer | -46.56 | -36.70 | -22.79 | -34.71 | 47.15 | -9.70 | 8.17 | 20.99 | -4.69 | 0.32 | -1.17 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 1.00 | 4.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.09 | 2.45 | 1.15 | 3.30 | 0.70 | 0.00 | 0.00 | 1.78 | 0.74 | 0.45 |
| Expense Ratio | 0.00 | 1.85 | 1.85 | 1.83 | 1.84 | 1.83 | 1.85 | 1.85 | 1.85 | 1.85 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%