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Firsthand Technology Opportunities Fund: (MF: TEFQX)
(NASDAQ Mutual Funds) As of Oct 27, 2025 06:03 PM ET
$5.50 USD
+0.10 (1.85%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 37.99 | 1 |
| 3 months | 10.80 | 48 |
| 6 months | 44.07 | 15 |
| 1 Year | 44.88 | 2 |
| 3 Year | 1.09 | 99 |
| 5 Year | -10.83 | 99 |
| 10 Year | 6.26 | 98 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 230.55 |
| Bear Market (10/07 - 2/09) | -50.48 |
| Bull Market (2/09 - 3/21) | 536.38 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 44.87 |
| 5 Year | -10.82 |
| 10 Year | 6.27 |
| Since Inception | 1.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.22 | 30.02 | 10.80 | NA |
| 2024 | -16.46 | -12.56 | 1.69 | 4.98 |
| 2023 | 11.18 | -5.83 | -10.25 | 17.87 |
| 2022 | -17.05 | -41.47 | -4.65 | -13.33 |
| 2021 | -5.18 | 18.75 | -13.61 | -14.35 |
| 2020 | -12.24 | 35.55 | 16.73 | 41.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 37.99 | -22.01 | 10.75 | -59.88 | -16.68 | 96.53 | 28.51 | 4.30 | 55.45 | 5.97 | 4.27 |
| % Total Return Rel to Index | 23.16 | -47.03 | -15.49 | -41.67 | -45.37 | 78.13 | -2.98 | 8.70 | 33.65 | -5.95 | 2.88 |
| % Total Return Rel to Peer | 16.83 | -52.05 | -36.70 | -22.79 | -34.71 | 47.15 | -9.70 | 8.17 | 20.99 | -4.69 | 0.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 5.00 | 5.00 | 1.00 | 5.00 | 1.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.09 | 2.45 | 1.15 | 3.30 | 0.70 | 0.00 | 0.00 | 1.78 | 0.74 |
| Expense Ratio | 1.85 | 1.85 | 1.85 | 1.85 | 1.83 | 1.84 | 1.83 | 1.85 | 1.85 | 1.85 | 1.85 |
* 1 = Top 20%, 5 = Bottom 20%