Nasdaq - Delayed Quote • USD
Firsthand Technology Opportunities (TEFQX)
At close: 6:26 PM EDT
Fund Summary
The fund invests at least 80% of the assets in high-technology companies. The adviser considers a high-technology company to be one that employs a relatively high degree of engineering and/or scientific intensity to deliver its products or services. It may purchase stocks of small-, mid-, and large-cap companies. Due to the fund's focus on emerging opportunities within the technology sector, its investments tend to include younger companies with market capitalizations in the small- or mid-cap categories. The fund is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 96.52% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -23.25% |
| 5y Average Return | -11.66% |
| Rank in Category (ytd) | 100 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.40 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| TEFQX | Category Average | TEFQX | Category Average | TEFQX | Category Average | |
| Alpha | -41.05 | 0.1 | -19.17 | 0.11 | -4.14 | 0.08 |
| BETA | 1.4 | 0.01 | 1.28 | 0.01 | 1.28 | 0.01 |
| Mean Annual Return | -2.57 | 0.02 | -0.37 | 0.02 | 0.62 | 0.02 |
| R-squared | 45.01 | 0.75 | 46.3 | 0.69 | 48.14 | 0.69 |
| Standard Deviation | 34.56 | 0.24 | 33.31 | 0.2 | 27.05 | 0.19 |
| Sharpe Ratio | -0.98 | 0.01 | -0.2 | 0.01 | 0.22 | 0.01 |
| Treynor Ratio | -24.36 | 0.23 | -9.1 | 0.25 | 1.89 | 0.17 |
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