Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TVFQX (Firsthand Technology Value ) | NA | -4.46% | -12.89% | -5.24% | -6.63% | NA | NA | … | … |
Data as of 05/18/2011, Common starting date is 10/11/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TVFQX (Firsthand Technology Value ) | 10/11/1996 | 05/18/2011 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.46 | -12.89 | -5.24 | -6.63 | NA | NA | … | … | -5.49 | -5.74 | 29.52 | -47.43 | 23.39 | 8.97 | 12.35 | -6.62 | 74.52 | -56.15 | -43.99 | -10.04 | 190.49 | 23.71 | 6.37 | -1.03 |
| Sharpe Ratio | NA | -0.27 | -0.55 | -0.29 | -0.28 | NA | NA | … | … | -1.02 | -0.30 | 1.38 | -1.48 | 1.11 | 0.28 | 0.58 | -0.27 | 2.57 | -1.23 | -0.82 | -0.23 | 6.16 | 0.59 | 0.09 | -0.35 |
| Standard Deviation(%) | NA | 16.64 | 24.20 | 22.79 | 28.20 | NA | NA | … | … | 13.68 | 19.73 | 21.35 | 32.69 | 18.29 | 19.64 | 17.52 | 28.37 | 28.73 | 46.46 | 57.56 | 62.45 | 30.37 | 34.27 | 28.90 | 23.38 |
| Draw Down(%) | NA | 10.16 | 52.99 | 59.48 | 76.99 | NA | NA | … | … | 10.16 | 19.01 | 16.36 | 56.55 | 12.71 | 22.58 | 13.94 | 36.38 | 20.29 | 70.37 | 68.14 | 51.23 | 13.27 | 45.64 | 27.34 | 13.64 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 3.58 | 2.69 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 8.61 | 8.50 | 0.00 | 8.46 | 9.67 |
Data as of 05/18/2011, Common starting date is 10/11/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVFQX (Firsthand Technology Value ) |
-48.38%
Feb 2000 – Feb 2003 |
-26.02%
Feb 2000 – Feb 2005 |
-13.83%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TVFQX (Firsthand Technology Value ) |
80.97%
Mar 1997 – Mar 2000 |
24.57%
Sep 2002 – Sep 2007 |
7.78%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart