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Firsthand Technology Opportunities Fund: (MF: TEFQX)

(NASDAQ Mutual Funds) As of Aug 10, 2026 05:53 PM ET

$5.22 USD

-0.09 (-1.69%)

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 Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 9.55 81
3 months 28.94 68
6 months 9.55 81
1 Year 14.19 81
3 Year 5.47 98
5 Year -18.27 99
10 Year 6.58 97

* 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) 647.10

Load Adjusted Returns as of Jun 30, 2026

1 Year 14.19
5 Year -18.27
10 Year 6.58
Since Inception 1.99

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -15.04 28.94 NA NA
2025 -4.22 30.02 10.80 -5.92
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 9.5529.81-22.0110.75-59.88-16.6896.5328.514.3055.455.97
% Total Return Rel to Index 13.5311.59-47.03-15.49-41.67-45.3778.13-2.988.7033.65-5.95
% Total Return Rel to Peer -3.947.25-52.05-36.70-22.79-34.7147.15-9.708.1720.99-4.69
% Perf Quintile vs Peer* 3.002.005.005.005.005.001.005.001.001.004.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.000.000.000.092.451.153.300.700.000.001.78
Expense Ratio 0.001.851.851.851.851.831.841.831.851.851.85

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