Firsthand Funds Mutual Funds List
Here you can find all mutual funds issued by Firsthand Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.92%
- Avg. 1 Year Return
- 51.88%
- Avg. 5 Year Return
- -5.87%
- Median Risk/Return Score
- 28 / 100
Firsthand Funds Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Firsthand Alternative Energy Fund | Technology Equities | Oct 28, 2007 | 1.98% | 63.25% | 14.08% | 0.00% | 48 | ||||||||
| Firsthand Technology Opportunities Fund | Technology Equities | Sep 29, 1999 | 1.85% | 12.80% | 6.74% | 0.00% | 8 |
Explore top Firsthand Funds Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Firsthand Funds Mutual funds by Risk/Return Score
The top Firsthand Funds Mutual funds by PortfoliosLab Risk/Return Score are ALTEX (48) and TEFQX (8).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 48 | — | Oct 2007 | |
| Firsthand Technology Opportunities Fund | 8 | — | Sep 1999 |
Best-Performing Firsthand Funds Mutual funds Over 5 Years
The top Firsthand Funds Mutual funds is ALTEX (4.59%).
Across the lineup, Firsthand Funds Mutual funds show an average 1-year return of 51.88% and an average 5-year return of -5.87%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Firsthand Alternative Energy Fund | 4.59% | — | Oct 2007 | |
| Firsthand Technology Opportunities Fund | -16.34% | — | Sep 1999 |
Lowest-Cost Firsthand Funds Mutual funds
The top Firsthand Funds Mutual funds is TEFQX (1.85%).
With an average expense ratio of 1.92%, Firsthand Funds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Firsthand Technology Opportunities Fund | 1.85% | — | Sep 1999 | |
| Firsthand Alternative Energy Fund | 1.98% | — | Oct 2007 |
Highest-Yield Firsthand Funds Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Firsthand Technology Opportunities Fund | 0.00% | — | Sep 1999 | |
| Firsthand Alternative Energy Fund | 0.00% | — | Oct 2007 |
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