Firsthand Alternative Energy Fund
ALTEX
NASDAQ
| Weiss Ratings | ALTEX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D | |||
| Risk Index | Weak | |||
| Risk Grade | D | |||
| Company Info | ALTEX-NASDAQ | Click to Compare |
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| Provider | Firsthand Funds | |||
| Manager/Tenure (Years) | Kevin M. Landis (19) | |||
| Website | http://www.firsthandfunds.com | |||
| Fund Information | ALTEX-NASDAQ | Click to Compare |
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| Fund Name | Firsthand Alternative Energy Fund | |||
| Category | Alternative Energy | |||
| Sub-Category | Energy Sector Equity | |||
| Prospectus Objective | Specialty - Natural Resources | |||
| Inception Date | Oct 29, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ALTEX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | ALTEX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.56% | |||
| Asset Allocation | ALTEX-NASDAQ | Click to Compare |
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| Cash | 9.05% | |||
| Stock | 90.94% | |||
| U.S. Stock | 77.13% | |||
| Non-U.S. Stock | 13.81% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | ALTEX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.50% | |||
| 30-Day Total Return | -12.66% | |||
| 60-Day Total Return | -10.01% | |||
| 90-Day Total Return | -12.34% | |||
| Year to Date Total Return | 16.84% | |||
| 1-Year Total Return | 4.36% | |||
| 2-Year Total Return | 37.53% | |||
| 3-Year Total Return | 57.56% | |||
| 5-Year Total Return | -6.68% | |||
| Price | ALTEX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | ALTEX-NASDAQ | Click to Compare |
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| Nav | $11.86 | |||
| 1-Month Low NAV | $11.24 | |||
| 1-Month High NAV | $13.93 | |||
| 52-Week Low NAV | $10.01 | |||
| 52-Week Low NAV (Date) | Dec 17, 2025 | |||
| 52-Week High NAV | $16.97 | |||
| 52-Week High Price (Date) | Jun 22, 2026 | |||
| Beta / Standard Deviation | ALTEX-NASDAQ | Click to Compare |
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| Beta | 2.02 | |||
| Standard Deviation | 36.69 | |||
| Balance Sheet | ALTEX-NASDAQ | Click to Compare |
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| Total Assets | 11.50M | |||
| Operating Ratios | ALTEX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.01% | |||
| Turnover Ratio | 26.00% | |||
| Performance | ALTEX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 78.76% | |||
| Last Bear Market Total Return | -24.01% | |||