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Firsthand Technology Opportunities (TEFQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.7300-0.0100 (-0.27%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-23.05%
5-Year Average Return-11.60%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Apr 23, 2024)96.52%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return96.52%
Worst 3-Yr Total Return-28.20%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTEFQXCategory
YTD-16.46%12.31%
1-Month-5.80%6.23%
3-Month-16.46%8.63%
1-Year-16.74%53.90%
3-Year-31.17%27.50%
5-Year-9.49%28.80%
10-Year3.89%18.74%
Last Bull Market46.59%24.03%
Last Bear Market-41.48%-20.41%

Annual Total Return (%) History

Year
TEFQXCategory
2024
N/AN/A
2023
10.81%N/A
2022
-59.91%N/A
2021
-16.69%N/A
2020
96.52%55.91%
2019
28.51%37.49%
2018
4.31%-3.21%
2017
55.45%35.35%
2016
5.99%10.84%
2015
4.28%5.21%
2014
9.29%12.55%
2013
31.80%35.45%
2012
16.67%13.08%
2011
-10.74%-7.62%
2010
29.27%20.00%
2009
73.98%61.99%
2008
-42.40%-45.33%
2007
15.31%16.12%
2006
19.12%7.08%
2005
5.26%5.76%
2004
5.56%4.24%
2003
47.12%55.77%
2002
-37.54%-42.86%
2001
-49.77%-36.89%
2000
-55.08%-31.36%
1999
N/A129.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-16.46%N/AN/AN/A
202311.19%-5.84%-10.26%17.93%
2022-17.05%-41.48%-4.65%-13.38%
2021-5.19%18.75%-13.61%-14.35%
2020-12.24%35.55%16.73%41.52%
201928.53%-0.30%-6.67%7.45%
20188.32%9.81%6.07%-17.32%
201716.67%8.41%11.82%9.91%
2016-6.46%0.69%18.38%-4.94%
20158.60%4.07%-13.15%6.24%
20144.45%5.60%0.92%-1.83%
2013-1.90%-1.78%24.05%10.27%
201217.41%-7.73%11.62%-3.52%
20117.11%-2.62%-13.31%-1.28%
20105.77%-2.42%16.15%7.84%
20099.67%23.39%19.51%7.59%
2008-17.77%-0.52%-11.26%-20.65%
20073.70%9.29%2.61%-0.85%
20067.65%-3.55%2.83%11.57%
2005-9.29%4.10%5.90%5.26%
20042.29%2.56%-13.40%16.19%
2003-5.29%28.43%8.70%11.27%
2002-8.11%-26.14%-30.53%32.48%
2001-54.45%23.84%-46.26%65.67%
20003.23%-5.48%-15.72%-45.37%
199948.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month99
3-Month100
1-Year99
3-Year100
5-Year100

Load Adjusted Returns

1-Year-16.74%
3-Year-31.17%
5-Year-9.49%
10-Year3.89%