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Firsthand Alternative Energy Fund: (MF: ALTEX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:47 PM ET

$12.92 USD

-0.01 (-0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 27.78 1
3 months -17.07 99
6 months 9.45 29
1 Year 38.97 1
3 Year 8.06 90
5 Year 2.20 90
10 Year 11.28 63

* 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) 301.39

Load Adjusted Returns as of Jul 31, 2026

1 Year 97.17
5 Year 6.15
10 Year 14.31
Since Inception 3.67

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 15.56 39.21 NA NA
2025 -17.43 20.35 29.28 -5.20
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 27.7821.78-6.82-2.26-18.25-5.0983.8740.58-18.5627.34-9.26
% Total Return Rel to Index 50.683.56-31.84-28.51-0.05-33.7765.479.09-14.175.54-21.20
% Total Return Rel to Peer 50.929.06-26.21-25.261.44-27.1563.9512.15-11.706.66-17.08
% Perf Quintile vs Peer* 1.001.005.005.003.005.001.001.005.002.005.00
% Dividends 0.000.000.000.000.000.000.000.000.000.010.00
% Yield 0.000.000.000.000.000.000.000.000.040.240.00
Capital Gains ($) 0.001.500.140.360.000.000.000.000.000.000.00
Expense Ratio 0.001.981.981.981.981.981.981.981.981.981.98

* 1 = Top 20%, 5 = Bottom 20%