Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAINX (GUINNESS ATKINSON DIVIDEND BUILDER FUND GUINNESS ATKINSON DIVIDEND BUILDER FUND) | NA | 36.65% | 12.08% | 12.43% | NA | NA | NA | … | … |
Data as of 04/09/2021, Common starting date is 04/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAINX (GUINNESS ATKINSON DIVIDEND BUILDER FUND GUINNESS ATKINSON DIVIDEND BUILDER FUND) | 04/02/2012 | 04/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.65 | 12.08 | 12.43 | NA | NA | NA | … | … | 4.58 | 12.26 | 26.70 | -4.14 | 21.34 | 6.02 | -3.61 | 4.99 | 29.87 | 4.14 |
| Sharpe Ratio | NA | 2.23 | 0.59 | 0.72 | NA | NA | NA | … | … | 1.46 | 0.42 | 2.40 | -0.43 | 3.20 | 0.40 | -0.26 | 0.46 | 2.83 | 0.43 |
| Standard Deviation(%) | NA | 16.39 | 18.96 | 16.25 | NA | NA | NA | … | … | 12.50 | 28.75 | 10.55 | 12.59 | 6.49 | 14.48 | 14.17 | 10.88 | 10.52 | 12.95 |
| Draw Down(%) | NA | 8.20 | 32.57 | 32.57 | NA | NA | NA | … | … | 3.62 | 32.57 | 5.50 | 13.80 | 2.39 | 9.15 | 14.47 | 9.62 | 5.05 | 9.21 |
| Yield(%) | 0.00 | 2.52 | 2.83 | 3.11 | 3.77 | 2.51 | 1.89 | … | … | 0.57 | 2.04 | 3.81 | 2.50 | 2.73 | 2.42 | 3.23 | 3.82 | 7.07 | 2.46 |
Data as of 04/09/2021, Common starting date is 04/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAINX (GUINNESS ATKINSON DIVIDEND BUILDER FUND GUINNESS ATKINSON DIVIDEND BUILDER FUND) |
2.38%
Dec 2013 – Dec 2016 |
4.15%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAINX (GUINNESS ATKINSON DIVIDEND BUILDER FUND GUINNESS ATKINSON DIVIDEND BUILDER FUND) |
16.49%
May 2012 – May 2015 |
12.22%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart