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Firsthand Alternative Energy Fund: (MF: ALTEX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$9.46 USD
-0.07 (-0.74%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -7.35 | 99 |
| 3 months | 3.76 | 12 |
| 6 months | -12.40 | 99 |
| 1 Year | -17.27 | 99 |
| 3 Year | -5.68 | 98 |
| 5 Year | 3.83 | 96 |
| 10 Year | 3.17 | 96 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -51.44 |
| Bull Market (2/09 - 3/21) | 109.38 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -16.46 |
| 5 Year | 6.60 |
| 10 Year | 2.01 |
| Since Inception | -1.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -17.43 | NA | NA | NA |
| 2024 | -7.91 | 7.12 | 5.57 | -10.53 |
| 2023 | 10.94 | -2.62 | -15.10 | 6.57 |
| 2022 | -1.93 | -24.01 | 7.20 | 2.33 |
| 2021 | 1.83 | 0.83 | -8.12 | 0.60 |
| 2020 | -22.10 | 31.55 | 40.60 | 27.61 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -7.35 | -6.82 | -2.26 | -18.25 | -5.09 | 83.87 | 40.58 | -18.56 | 27.34 | -9.26 | -9.75 |
| % Total Return Rel to Index | -8.41 | -31.84 | -28.51 | -0.05 | -33.77 | 65.47 | 9.09 | -14.17 | 5.54 | -21.20 | -11.14 |
| % Total Return Rel to Peer | -7.45 | -36.86 | -49.71 | 18.83 | -23.11 | 34.48 | 2.37 | -14.70 | -7.10 | -19.94 | -13.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 1.00 | 5.00 | 1.00 | 3.00 | 5.00 | 5.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.24 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.14 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 | 1.98 |
* 1 = Top 20%, 5 = Bottom 20%