Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAAEX (GUINNESS ATKINSON ALTERNATIVE ENERGY FUND GUINNESS ATKINSON ALTERNATIVE ENERGY FUND) | 7.95% | -4.67% | 1.08% | 9.23% | 4.01% | 0.75% | NA | -3.60% |
Data as of 06/23/2025, AR inception is 04/11/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAAEX (GUINNESS ATKINSON ALTERNATIVE ENERGY FUND GUINNESS ATKINSON ALTERNATIVE ENERGY FUND) | 04/11/2006 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -4.67 | 1.08 | 9.23 | 4.01 | 0.75 | NA | -3.60 | 7.95 | -11.36 | -2.39 | -12.67 | 8.40 | 86.45 | 30.20 | -15.49 | 20.70 | -17.16 | -11.40 | -14.29 | 61.54 | -15.20 | -42.54 | -21.90 | 32.87 | -65.90 | 42.68 | -8.46 |
| Sharpe Ratio | NA | -0.36 | -0.09 | 0.33 | 0.11 | NA | NA | -0.17 | 0.51 | -0.92 | -0.33 | -0.49 | 0.37 | 2.34 | 1.89 | -1.03 | 1.72 | -0.80 | -0.50 | -0.76 | 2.60 | -0.62 | -1.19 | -0.76 | 0.87 | -1.15 | 1.70 | -0.79 |
| Standard Deviation(%) | NA | 23.30 | 22.58 | 23.40 | 22.97 | NA | NA | 27.73 | 26.47 | 19.60 | 20.06 | 29.07 | 22.35 | 36.60 | 15.25 | 16.27 | 11.70 | 21.63 | 23.06 | 18.82 | 23.67 | 24.90 | 35.68 | 29.11 | 37.81 | 58.07 | 23.44 | 18.73 |
| Draw Down(%) | NA | 29.86 | 35.70 | 40.64 | 40.64 | NA | NA | 85.99 | 18.30 | 17.57 | 29.50 | 24.63 | 17.61 | 35.85 | 10.93 | 25.76 | 6.91 | 22.77 | 30.51 | 27.51 | 15.72 | 40.83 | 53.18 | 36.62 | 33.84 | 74.39 | 17.98 | 27.03 |
| Yield(%) | 0.00 | 0.23 | 0.08 | 0.07 | 0.07 | 0.11 | 0.32 | 0.34 | 0.00 | 0.23 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.35 | 0.00 | 0.00 | 0.00 | 0.00 | 0.20 | 0.95 | 0.00 | 4.34 | 2.32 | 1.00 | 0.00 |
Data as of 06/23/2025, AR inception is 04/11/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAEX (GUINNESS ATKINSON ALTERNATIVE ENERGY FUND GUINNESS ATKINSON ALTERNATIVE ENERGY FUND) |
-30.36%
Nov 2007 - Nov 2010 |
-31.32%
Oct 2007 - Oct 2012 |
-14.74%
Oct 2007 - Oct 2017 |
-6.35%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAAEX (GUINNESS ATKINSON ALTERNATIVE ENERGY FUND GUINNESS ATKINSON ALTERNATIVE ENERGY FUND) |
40.14%
Oct 2018 - Oct 2021 |
21.83%
Dec 2016 - Dec 2021 |
10.82%
Nov 2012 - Nov 2022 |
2.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart