See what your fund actually adds
Firsthand Alternative Energy Fund ALTEX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | ALTEX | Replication |
|---|---|---|
| Annualized growth | 2.9% | 10.2% |
| Annualized volatility | 31.5% | 20.6% |
| Sharpe ratio | 0.25 | 0.57 |
| Maximum drawdown | 52.5% | 32.8% |
| Replication fit (R²) | 0.58 · Tracking error 20.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model ALTEX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 42.3% |
| IWC | Micro Cap | 26.3% |
| XLK | Sector · Technology | 24.7% |
| SLV | Alternatives · Silver | 4.6% |
| ICVT | FI · Convertibles | 2.1% |