TEFQX vs. VITAX
Compare and contrast key facts about Firsthand Technology Opportunities Fund (TEFQX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
TEFQX is managed by Firsthand Funds. It was launched on Sep 29, 1999. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TEFQX or VITAX.
Correlation
The correlation between TEFQX and VITAX is 0.81, 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.
Performance
TEFQX vs. VITAX - Performance Comparison
Key characteristics
TEFQX:
0.03
VITAX:
1.19
TEFQX:
0.21
VITAX:
1.63
TEFQX:
1.03
VITAX:
1.22
TEFQX:
0.01
VITAX:
1.76
TEFQX:
0.03
VITAX:
6.08
TEFQX:
19.48%
VITAX:
4.41%
TEFQX:
25.73%
VITAX:
22.57%
TEFQX:
-92.38%
VITAX:
-54.81%
TEFQX:
-82.73%
VITAX:
-1.17%
Returns By Period
In the year-to-date period, TEFQX achieves a 18.73% return, which is significantly higher than VITAX's 2.92% return. Over the past 10 years, TEFQX has underperformed VITAX with an annualized return of -6.38%, while VITAX has yielded a comparatively higher 20.74% annualized return.
TEFQX
18.73%
17.80%
28.21%
-3.02%
-20.38%
-6.38%
VITAX
2.92%
2.63%
11.99%
25.20%
19.72%
20.74%
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TEFQX vs. VITAX - Expense Ratio Comparison
TEFQX has a 1.85% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
TEFQX vs. VITAX — Risk-Adjusted Performance Rank
TEFQX
VITAX
TEFQX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Firsthand Technology Opportunities Fund (TEFQX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.
Dividends
TEFQX vs. VITAX - Dividend Comparison
TEFQX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TEFQX Firsthand Technology Opportunities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.56% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
TEFQX vs. VITAX - Drawdown Comparison
The maximum TEFQX drawdown since its inception was -92.38%, which is greater than VITAX's maximum drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for TEFQX and VITAX. For additional features, visit the drawdowns tool.
Volatility
TEFQX vs. VITAX - Volatility Comparison
The current volatility for Firsthand Technology Opportunities Fund (TEFQX) is 6.75%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 7.98%. This indicates that TEFQX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.