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Firsthand Alternative Energy Fund: (MF: ALTEX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:55 PM ET

$11.86 USD

+0.03 (0.25%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 21.97 1
3 months 15.05 2
6 months 31.66 6
1 Year 66.36 6
3 Year 7.57 97
5 Year 0.01 90
10 Year 10.85 90

* 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) 193.07

Load Adjusted Returns as of Feb 28, 2026

1 Year 21.77
5 Year -2.96
10 Year 7.66
Since Inception 1.09

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 21.9721.78-6.82-2.26-18.25-5.0983.8740.58-18.5627.34-9.26
% Total Return Rel to Index 15.293.56-31.84-28.51-0.05-33.7765.479.09-14.175.54-21.20
% Total Return Rel to Peer 13.93-0.77-36.86-49.7118.83-23.1134.482.37-14.70-7.10-19.94
% Perf Quintile vs Peer* 1.003.000.005.001.005.001.003.005.005.005.00
% 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%