BOGSX vs. ALTEX
Compare and contrast key facts about Black Oak Emerging Technology Fund (BOGSX) and Firsthand Alternative Energy Fund (ALTEX).
BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000. ALTEX is managed by Firsthand Funds. It was launched on Oct 28, 2007.
Performance
BOGSX vs. ALTEX - Performance Comparison
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BOGSX vs. ALTEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | -1.72% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
ALTEX Firsthand Alternative Energy Fund | 9.56% | 6.62% | -6.79% | -2.31% | -18.26% | -5.09% | 83.88% | 55.04% | -18.56% | 27.35% |
Returns By Period
In the year-to-date period, BOGSX achieves a -1.72% return, which is significantly lower than ALTEX's 9.56% return. Over the past 10 years, BOGSX has outperformed ALTEX with an annualized return of 13.86%, while ALTEX has yielded a comparatively lower 8.92% annualized return.
BOGSX
- 1D
- -1.48%
- 1M
- -6.64%
- YTD
- -1.72%
- 6M
- -0.71%
- 1Y
- 24.96%
- 3Y*
- 10.34%
- 5Y*
- 5.28%
- 10Y*
- 13.86%
ALTEX
- 1D
- -4.06%
- 1M
- -10.18%
- YTD
- 9.56%
- 6M
- -9.08%
- 1Y
- 41.48%
- 3Y*
- -1.40%
- 5Y*
- -4.12%
- 10Y*
- 8.92%
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BOGSX vs. ALTEX - Expense Ratio Comparison
BOGSX has a 1.03% expense ratio, which is lower than ALTEX's 1.98% expense ratio.
Return for Risk
BOGSX vs. ALTEX — Risk / Return Rank
BOGSX
ALTEX
BOGSX vs. ALTEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Black Oak Emerging Technology Fund (BOGSX) and Firsthand Alternative Energy Fund (ALTEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BOGSX | ALTEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.10 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.49 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.31 | +0.34 |
Martin ratioReturn relative to average drawdown | 5.85 | 3.48 | +2.37 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BOGSX | ALTEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.10 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | -0.06 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.18 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.06 | 0.03 | +0.02 |
Correlation
The correlation between BOGSX and ALTEX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BOGSX vs. ALTEX - Dividend Comparison
BOGSX's dividend yield for the trailing twelve months is around 5.86%, while ALTEX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOGSX Black Oak Emerging Technology Fund | 5.86% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
ALTEX Firsthand Alternative Energy Fund | 0.00% | 0.00% | 1.50% | 3.43% | 0.00% | 0.00% | 0.00% | 9.12% | 0.05% | 0.25% | 0.00% | 0.00% |
Drawdowns
BOGSX vs. ALTEX - Drawdown Comparison
The maximum BOGSX drawdown since its inception was -92.80%, which is greater than ALTEX's maximum drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for BOGSX and ALTEX.
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Drawdown Indicators
| BOGSX | ALTEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.80% | -75.48% | -17.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.77% | -28.91% | +16.14% |
Max Drawdown (5Y)Largest decline over 5 years | -33.93% | -75.48% | +41.55% |
Max Drawdown (10Y)Largest decline over 10 years | -33.93% | -75.48% | +41.55% |
Current DrawdownCurrent decline from peak | -10.20% | -27.66% | +17.46% |
Average DrawdownAverage peak-to-trough decline | -59.36% | -37.55% | -21.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 10.86% | -7.26% |
Volatility
BOGSX vs. ALTEX - Volatility Comparison
The current volatility for Black Oak Emerging Technology Fund (BOGSX) is 7.10%, while Firsthand Alternative Energy Fund (ALTEX) has a volatility of 11.76%. This indicates that BOGSX experiences smaller price fluctuations and is considered to be less risky than ALTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BOGSX | ALTEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 11.76% | -4.66% |
Volatility (6M)Calculated over the trailing 6-month period | 16.64% | 32.97% | -16.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.96% | 38.72% | -12.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.14% | 67.75% | -42.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.44% | 51.07% | -26.63% |