Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GINNX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INSTITUTIONAL CL) | 1.12% | 14.13% | 18.87% | 9.62% | 14.87% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/06/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GINNX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INSTITUTIONAL CL) | 01/06/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.04 | 14.13 | 18.87 | 9.62 | 14.87 | NA | NA | … | … | 1.12 | 20.23 | 19.76 | 39.72 | -29.56 | 21.66 | 36.50 | 37.41 | -16.69 | 35.07 | 14.38 |
| Sharpe Ratio | NA | 1.09 | 0.97 | 0.35 | 0.63 | NA | NA | … | … | 0.47 | 0.85 | 0.99 | 2.18 | -0.87 | 1.29 | 1.04 | 2.19 | -0.91 | 3.55 | 0.88 |
| Standard Deviation(%) | NA | 15.23 | 17.69 | 22.28 | 21.77 | NA | NA | … | … | 17.69 | 20.60 | 16.31 | 16.68 | 35.58 | 16.78 | 34.73 | 16.40 | 19.91 | 9.73 | 16.38 |
| Draw Down(%) | NA | 11.99 | 20.00 | 36.96 | 36.96 | NA | NA | … | … | 11.99 | 20.00 | 10.45 | 12.08 | 36.56 | 8.51 | 31.52 | 12.01 | 26.45 | 3.68 | 8.90 |
| Yield(%) | 0.00 | 15.86 | 12.95 | 10.31 | 13.38 | 9.39 | 7.04 | … | … | 0.00 | 16.91 | 13.41 | 5.07 | 7.76 | 18.28 | 3.48 | 6.16 | 6.04 | 3.19 | 1.15 |
Data as of 06/05/2026, Common starting date is 01/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GINNX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INSTITUTIONAL CL) |
5.36%
Dec 2019 – Dec 2022 |
5.52%
Sep 2017 – Sep 2022 |
14.19%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GINNX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INSTITUTIONAL CL) |
31.65%
Dec 2018 – Dec 2021 |
22.11%
Jun 2016 – Jun 2021 |
15.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart