Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IWIRX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INVESTOR CLASS) | 0.59% | 11.07% | 17.69% | 9.08% | 14.80% | 13.85% | 11.79% | … | … |
Data as of 06/10/2026, Common starting date is 01/15/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IWIRX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INVESTOR CLASS) | 01/15/1999 | 06/10/2026 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.87 | 11.07 | 17.69 | 9.08 | 14.80 | 13.85 | 11.79 | … | … | 0.59 | 19.93 | 19.47 | 39.36 | -29.72 | 21.31 | 36.21 | 37.05 | -16.90 | 34.75 | 9.51 | -3.03 | 12.55 | 45.29 | 19.91 | -6.51 | 17.00 | 45.20 | -45.42 | 21.17 | 18.76 | 11.82 | 10.89 | 35.97 | -31.13 | -29.05 | -16.78 | 55.93 |
| Sharpe Ratio | NA | 0.71 | 0.86 | 0.30 | 0.60 | NA | NA | … | … | -0.01 | 0.83 | 0.97 | 2.16 | -0.88 | 1.27 | 1.03 | 2.17 | -0.93 | 3.59 | 0.57 | -0.20 | 1.03 | 3.50 | 1.26 | -0.25 | 0.87 | 1.46 | -1.04 | 1.00 | 1.03 | 0.80 | 0.63 | 1.57 | -0.90 | -0.89 | -0.67 | 2.17 |
| Standard Deviation(%) | NA | 15.71 | 17.81 | 22.36 | 21.78 | NA | NA | … | … | 18.33 | 20.60 | 16.30 | 16.70 | 35.69 | 16.79 | 34.76 | 16.40 | 19.82 | 9.54 | 16.24 | 15.53 | 12.12 | 12.94 | 15.91 | 26.22 | 19.37 | 30.97 | 44.30 | 18.03 | 14.89 | 11.92 | 15.72 | 22.45 | 35.86 | 35.98 | 31.48 | 25.55 |
| Draw Down(%) | NA | 12.03 | 20.04 | 37.08 | 37.08 | NA | NA | … | … | 12.03 | 20.04 | 10.48 | 12.13 | 36.68 | 8.55 | 31.52 | 12.03 | 26.62 | 3.67 | 12.55 | 16.40 | 9.23 | 5.28 | 14.00 | 25.11 | 20.95 | 25.61 | 57.84 | 10.80 | 13.56 | 10.61 | 16.24 | 17.31 | 46.49 | 50.99 | 33.49 | 12.59 |
| Yield(%) | 0.00 | 15.90 | 12.91 | 10.30 | 13.61 | 15.67 | 14.93 | … | … | 0.00 | 17.29 | 13.64 | 5.14 | 7.84 | 18.39 | 3.45 | 5.95 | 5.86 | 2.96 | 1.02 | 4.43 | 1.65 | 0.56 | 0.37 | 0.22 | 0.00 | 0.32 | 2.87 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.39 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/15/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWIRX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INVESTOR CLASS) |
-29.67%
Mar 2000 – Mar 2003 |
-12.53%
Mar 2000 – Mar 2005 |
-4.55%
Aug 2000 – Aug 2010 |
2.02%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IWIRX (GUINNESS ATKINSON GLOBAL INNOVATORS FUND GUINNESS ATKINSON GLOBAL INNOVATORS FUND – INVESTOR CLASS) |
31.32%
Dec 2018 – Dec 2021 |
27.41%
Feb 2009 – Feb 2014 |
18.12%
Sep 2011 – Sep 2021 |
17.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart