TEFQX vs. FDCPX
Compare and contrast key facts about Firsthand Technology Opportunities Fund (TEFQX) and Fidelity Select Tech Hardware Portfolio (FDCPX).
TEFQX is managed by Firsthand Funds. It was launched on Sep 29, 1999. FDCPX is managed by Fidelity. It was launched on Jul 28, 1985.
Performance
TEFQX vs. FDCPX - Performance Comparison
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TEFQX vs. FDCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TEFQX Firsthand Technology Opportunities Fund | -15.04% | 29.82% | -22.02% | 10.81% | -60.11% | -16.48% | 97.04% | 28.50% | 4.31% | 55.45% |
FDCPX Fidelity Select Tech Hardware Portfolio | 13.68% | 54.44% | 22.40% | 33.52% | -28.63% | 23.68% | 46.07% | 40.15% | -6.30% | 32.64% |
Returns By Period
In the year-to-date period, TEFQX achieves a -15.04% return, which is significantly lower than FDCPX's 13.68% return. Over the past 10 years, TEFQX has underperformed FDCPX with an annualized return of 3.92%, while FDCPX has yielded a comparatively higher 22.08% annualized return.
TEFQX
- 1D
- 6.09%
- 1M
- -8.13%
- YTD
- -15.04%
- 6M
- -20.68%
- 1Y
- 14.52%
- 3Y*
- -5.01%
- 5Y*
- -20.06%
- 10Y*
- 3.92%
FDCPX
- 1D
- 3.92%
- 1M
- -4.43%
- YTD
- 13.68%
- 6M
- 16.42%
- 1Y
- 80.76%
- 3Y*
- 35.76%
- 5Y*
- 18.58%
- 10Y*
- 22.08%
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TEFQX vs. FDCPX - Expense Ratio Comparison
TEFQX has a 1.85% expense ratio, which is higher than FDCPX's 0.72% expense ratio.
Return for Risk
TEFQX vs. FDCPX — Risk / Return Rank
TEFQX
FDCPX
TEFQX vs. FDCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Firsthand Technology Opportunities Fund (TEFQX) and Fidelity Select Tech Hardware Portfolio (FDCPX). 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.
| TEFQX | FDCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 2.82 | -2.39 |
Sortino ratioReturn per unit of downside risk | 0.83 | 3.63 | -2.80 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.52 | -0.42 |
Calmar ratioReturn relative to maximum drawdown | 0.31 | 5.60 | -5.29 |
Martin ratioReturn relative to average drawdown | 0.83 | 26.83 | -26.00 |
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
| TEFQX | FDCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 2.82 | -2.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.85 | -1.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.07 | 1.02 | -0.95 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.02 | 0.52 | -0.54 |
Correlation
The correlation between TEFQX and FDCPX 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
TEFQX vs. FDCPX - Dividend Comparison
TEFQX has not paid dividends to shareholders, while FDCPX's dividend yield for the trailing twelve months is around 12.65%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEFQX Firsthand Technology Opportunities Fund | 0.00% | 0.00% | 0.00% | 1.91% | 54.72% | 6.88% | 15.27% | 5.54% | 0.00% | 0.00% | 27.74% | 0.00% |
FDCPX Fidelity Select Tech Hardware Portfolio | 12.65% | 14.38% | 7.58% | 0.51% | 17.72% | 16.95% | 8.81% | 12.15% | 23.69% | 10.50% | 6.57% | 4.53% |
Drawdowns
TEFQX vs. FDCPX - Drawdown Comparison
The maximum TEFQX drawdown since its inception was -92.33%, which is greater than FDCPX's maximum drawdown of -81.96%. Use the drawdown chart below to compare losses from any high point for TEFQX and FDCPX.
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Drawdown Indicators
| TEFQX | FDCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.33% | -81.96% | -10.37% |
Max Drawdown (1Y)Largest decline over 1 year | -29.26% | -14.36% | -14.90% |
Max Drawdown (5Y)Largest decline over 5 years | -79.25% | -35.29% | -43.96% |
Max Drawdown (10Y)Largest decline over 10 years | -80.17% | -35.29% | -44.88% |
Current DrawdownCurrent decline from peak | -73.68% | -5.53% | -68.15% |
Average DrawdownAverage peak-to-trough decline | -60.08% | -26.23% | -33.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.04% | 3.00% | +8.04% |
Volatility
TEFQX vs. FDCPX - Volatility Comparison
Firsthand Technology Opportunities Fund (TEFQX) and Fidelity Select Tech Hardware Portfolio (FDCPX) have volatilities of 11.87% and 11.97%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TEFQX | FDCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.87% | 11.97% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 24.60% | 18.51% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.62% | 28.90% | +7.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.89% | 22.06% | +51.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 55.22% | 21.63% | +33.59% |