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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ICHKX (GUINNESS ATKINSON CHINA & HONG KONG FUND GUINNESS ATKINSON CHINA & HONG KONG FUND) 19.54% 38.18% -1.87% -7.05% -0.42% -0.09% 3.44% 5.00%
Data as of 07/24/2025, AR inception is 11/20/1995
More Performance Analytics Comparison
Name Start Date End Date
ICHKX (GUINNESS ATKINSON CHINA & HONG KONG FUND GUINNESS ATKINSON CHINA & HONG KONG FUND) 11/20/1995 07/24/2025
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 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995
Annualized Return (%) 3.32 38.18 -1.87 -7.05 -0.42 -0.09 3.44 5.00 19.54 0.05 -14.52 -24.08 -22.41 11.23 30.08 -20.50 49.08 2.96 -7.55 -2.20 6.46 14.43 -27.47 15.41 92.74 -54.44 65.05 39.65 6.62 12.16 65.29 -12.85 -20.77 -6.89 66.28 -15.26 -20.06 34.38 7.98
Sharpe Ratio NA 0.95 -0.26 -0.39 -0.10 NA NA 0.12 1.24 -0.25 -0.93 -0.86 -0.77 0.38 1.47 -1.03 3.74 0.14 -0.29 -0.16 0.40 0.80 -0.92 0.59 2.81 -1.10 2.05 2.05 0.36 0.48 3.73 -0.76 -0.82 -0.34 2.55 -0.46 -0.67 1.87 10.30
Standard Deviation(%) NA 27.26 24.34 25.70 23.99 NA NA 26.18 23.38 26.35 20.44 29.87 29.26 29.17 19.49 21.35 13.02 19.56 26.03 13.46 15.89 18.13 29.92 26.16 32.98 50.18 30.39 17.81 12.43 23.32 17.30 18.34 28.61 32.57 24.77 40.82 35.32 16.36 9.81
Draw Down(%) NA 21.70 37.72 65.51 65.51 NA NA 70.67 17.39 20.15 29.64 42.37 38.71 28.80 18.69 29.93 7.14 18.72 35.28 11.60 17.53 19.47 40.03 21.62 21.96 65.99 21.96 20.60 12.13 25.27 11.48 25.73 44.10 26.32 17.08 44.28 44.32 11.45 2.15
Yield(%) 0.00 1.27 0.58 0.49 3.78 3.91 6.02 7.62 0.00 1.13 0.61 0.25 0.28 0.83 5.55 8.74 9.33 5.37 9.97 21.42 2.83 2.18 3.89 4.88 7.31 1.41 2.54 0.05 4.47 1.58 0.00 0.00 4.94 3.69 2.45 1.16 7.40 3.95 0.66
Data as of 07/24/2025, AR inception is 11/20/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ICHKX (GUINNESS ATKINSON CHINA & HONG KONG FUND GUINNESS ATKINSON CHINA & HONG KONG FUND) -25.83%
Jan 2021 - Jan 2024
-10.94%
Dec 2019 - Dec 2024
-3.67%
Aug 2014 - Aug 2024
-3.87%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ICHKX (GUINNESS ATKINSON CHINA & HONG KONG FUND GUINNESS ATKINSON CHINA & HONG KONG FUND) 45.96%
Oct 2004 - Oct 2007
40.51%
Oct 2002 - Oct 2007
17.44%
Aug 1998 - Aug 2008
12.59%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart