Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TLFQX (Firsthand Technology Leaders) | NA | -3.12% | 7.97% | -2.49% | 3.82% | NA | NA | … | … |
Data as of 06/14/2012, Common starting date is 03/09/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TLFQX (Firsthand Technology Leaders) | 03/09/1998 | 06/14/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.12 | 7.97 | -2.49 | 3.82 | NA | NA | … | … | -0.51 | -5.12 | 8.42 | 55.62 | -46.75 | 13.99 | 6.75 | 13.13 | -2.79 | 61.78 | -43.53 | -44.27 | -24.23 | 151.46 | 61.23 |
| Sharpe Ratio | NA | -0.35 | 0.45 | -0.11 | 0.10 | NA | NA | … | … | -0.16 | -0.46 | 0.45 | 1.73 | -1.18 | 0.57 | 0.19 | 0.76 | -0.16 | 2.19 | -0.97 | -0.78 | -0.52 | 4.25 | 2.11 |
| Standard Deviation(%) | NA | 8.94 | 15.31 | 26.32 | 26.20 | NA | NA | … | … | 7.26 | 11.12 | 18.72 | 32.16 | 40.35 | 19.20 | 17.87 | 14.41 | 23.42 | 27.92 | 45.96 | 60.29 | 54.65 | 34.87 | 35.86 |
| Draw Down(%) | NA | 8.75 | 15.77 | 61.30 | 61.30 | NA | NA | … | … | 8.75 | 13.29 | 15.77 | 22.08 | 57.50 | 11.45 | 20.39 | 9.67 | 29.80 | 15.92 | 60.33 | 66.01 | 49.63 | 11.83 | 29.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 | 0.09 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 1.06 | 0.00 |
Data as of 06/14/2012, Common starting date is 03/09/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLFQX (Firsthand Technology Leaders) |
-43.11%
Feb 2000 – Feb 2003 |
-22.62%
Mar 2000 – Mar 2005 |
-11.12%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TLFQX (Firsthand Technology Leaders) |
27.49%
Apr 1998 – Apr 2001 |
22.65%
Sep 2002 – Sep 2007 |
6.24%
Aug 1998 – Aug 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart