Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAGEX (GUINNESS ATKINSON GLOBAL ENERGY FUND GUINNESS ATKINSON GLOBAL ENERGY FUND) | 35.23% | 56.67% | 19.58% | 17.34% | 7.21% | 2.32% | 3.19% | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAGEX (GUINNESS ATKINSON GLOBAL ENERGY FUND GUINNESS ATKINSON GLOBAL ENERGY FUND) | 07/09/2004 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.35 | 56.67 | 19.58 | 17.34 | 7.21 | 2.32 | 3.19 | … | … | 35.23 | 16.88 | -1.75 | 2.66 | 34.33 | 45.96 | -34.12 | 10.40 | -19.03 | -1.04 | 27.04 | -27.94 | -19.64 | 24.58 | 3.45 | -13.15 | 16.63 | 63.27 | -48.42 | 27.12 | 9.80 | 61.51 | 19.05 |
| Sharpe Ratio | NA | 2.67 | 0.78 | 0.65 | 0.19 | NA | NA | … | … | 3.98 | 0.68 | -0.33 | -0.05 | 1.00 | 1.84 | -0.64 | 0.46 | -0.91 | -0.11 | 0.92 | -1.00 | -0.93 | 1.59 | 0.15 | -0.38 | 0.64 | 1.53 | -0.80 | 1.01 | 0.25 | 2.63 | 2.65 |
| Standard Deviation(%) | NA | 18.37 | 19.12 | 23.64 | 27.28 | NA | NA | … | … | 22.04 | 20.78 | 16.14 | 21.48 | 33.18 | 24.98 | 53.94 | 19.38 | 22.56 | 15.28 | 29.13 | 27.88 | 21.24 | 15.40 | 22.15 | 34.81 | 25.66 | 41.20 | 61.78 | 23.84 | 25.28 | 22.53 | 15.90 |
| Draw Down(%) | NA | 8.53 | 23.67 | 26.42 | 70.02 | NA | NA | … | … | 8.53 | 18.43 | 17.49 | 15.50 | 26.42 | 15.79 | 62.31 | 20.51 | 33.36 | 19.58 | 18.93 | 35.14 | 39.35 | 10.08 | 24.48 | 37.53 | 20.35 | 26.52 | 67.52 | 16.40 | 21.46 | 15.92 | 6.53 |
| Yield(%) | 0.00 | 3.18 | 4.84 | 4.24 | 2.54 | 1.37 | 1.76 | … | … | 0.00 | 3.17 | 6.47 | 4.38 | 0.21 | 3.68 | 2.27 | 2.05 | 1.35 | 1.34 | 1.43 | 0.00 | 1.10 | 0.57 | 1.62 | 0.35 | 0.45 | 0.00 | 2.18 | 2.66 | 6.09 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAGEX (GUINNESS ATKINSON GLOBAL ENERGY FUND GUINNESS ATKINSON GLOBAL ENERGY FUND) |
-23.20%
Oct 2017 – Oct 2020 |
-15.75%
Mar 2015 – Mar 2020 |
-9.00%
Oct 2010 – Oct 2020 |
-4.91%
Sep 2005 – Sep 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAGEX (GUINNESS ATKINSON GLOBAL ENERGY FUND GUINNESS ATKINSON GLOBAL ENERGY FUND) |
41.05%
Oct 2020 – Oct 2023 |
25.51%
Oct 2020 – Oct 2025 |
12.99%
Aug 2004 – Aug 2014 |
5.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart