ALTEX
Firsthand Alternative Energy
$10.76
0.04 (0.37%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tech |
|---|---|
| Market Cap | 11.258M |
| 52 Week High | 12.249 |
| 52 Week Low | 8.101 |
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Key Data
| Symbol | ALTEX |
|---|---|
| Type | Mutual Fund |
| Category | Tech |
| Price | 10.76 |
| Price Yesterday | 10.72 |
| Market Cap | 11.26 |
| YTD Return | 3.86% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0201 |
Overview
| 52 Week High | 12.25 |
|---|---|
| 52 Week Low | 8.10 |
| Market Cap | 11.26M |
| Shares Outstanding | 1.05M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 3.15% |
| Short Term Dividend Yield | 0.15% |
| 52 Week Yield (All) | 3.30% |
Returns Annualized
| One Day | 155.87% |
|---|---|
| Five Days | 1707.77% |
| One Months | 1.18% |
| Three Months | 68.86% |
| Six Months | 23.23% |
| Nine Months | 21.92% |
| One Year | -5.45% |
| Three Years | -7.99% |
| Five Years | 8.59% |
| Ten Years | 4.12% |
| YTD | 7.63% |
| Since Inception | 0.66% |
Returns Total
| One Day | 0.37% |
|---|---|
| Five Days | 5.91% |
| One Month | 0.09% |
| Three Months | 13.74% |
| Six Months | 10.81% |
| Nine Months | 15.82% |
| One Year | -5.44% |
| Three Years | -22.00% |
| Five Years | 50.81% |
| Ten Years | 49.63% |
| YTD | 3.86% |
| Since Inception | 11.63% |
Yearly Returns
| 2024 | 3.86% |
|---|---|
| 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 | -31.45% |
|---|---|
| Beta | 0.88 |
| Correlation | 36.31% |
| Downside Deviation | 8.10% |
| Coefficient of determination | 13.19% |
| Standard Deviation | 7.83% |
| Sharpe Ratio | -1.26 |
| Sortino | -4.22 |
| Treynor | -12.25 |
| Ulcer Index | 20.78 |
| Ulcer Performance Index | -1.64 |