ALTEX
Firsthand Alternative Energy
$8.88
-0.02 (-0.22%)
Currency in USD / Last Updated: 4/25/2024
| Category | Tech |
|---|---|
| Market Cap | 9.3M |
| 52 Week High | 12.249 |
| 52 Week Low | 8.101 |
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Key Data
| Symbol | ALTEX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 8.88 |
| Price Yesterday | 8.9 |
| Market Cap | 9.30 |
| YTD Return | -14.29% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.02 |
Overview
| 52 Week High | 12.25 |
|---|---|
| 52 Week Low | 8.10 |
| Market Cap | 9.30M |
| Shares Outstanding | 1.05M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 3.82% |
| Short Term Dividend Yield | 0.18% |
| 52 Week Yield (All) | 4.00% |
Returns Annualized
| One Day | -43.30% |
|---|---|
| Five Days | 234.48% |
| One Months | -34.19% |
| Three Months | -10.13% |
| Six Months | 7.56% |
| Nine Months | -31.32% |
| One Year | -20.15% |
| Three Years | -13.77% |
| Five Years | 5.90% |
| Ten Years | 2.51% |
| YTD | -38.50% |
| Since Inception | -0.50% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 2.42% |
| One Month | -3.58% |
| Three Months | -2.63% |
| Six Months | 3.68% |
| Nine Months | -24.65% |
| One Year | -20.13% |
| Three Years | -35.86% |
| Five Years | 33.11% |
| Ten Years | 28.12% |
| YTD | -14.29% |
| Since Inception | -7.87% |
Yearly Returns
| 2024 | -14.29% |
|---|---|
| 2023 | -2.31% |
| 2022 | -18.26% |
| 2021 | -5.09% |
| 2020 | 83.88% |
| 2019 | 40.58% |
| 2018 | -18.57% |
| 2017 | 27.36% |
| 2016 | -9.27% |
| 2015 | -9.75% |
Risk against SP-DA
| Alpha | -48.31% |
|---|---|
| Beta | 1.11 |
| Correlation | 50.71% |
| Downside Deviation | 7.95% |
| Coefficient of determination | 25.71% |
| Standard Deviation | 7.42% |
| Sharpe Ratio | -1.79 |
| Sortino | -5.8 |
| Treynor | -23.06 |
| Ulcer Index | 19.58 |
| Ulcer Performance Index | -2.35 |