Guinness Atkinson Mutual Funds List
Here you can find all mutual funds issued by Guinness Atkinson and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 5
- Avg. Expense Ratio
- 1.67%
- Avg. 1 Year Return
- 34.68%
- Avg. 5 Year Return
- 4.47%
- Median Risk/Return Score
- 48 / 100
Guinness Atkinson Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Guinness Atkinson Alternative Energy Fund | Global Equities | Mar 30, 2006 | 1.98% | 16.38% | 10.70% | 0.28% | 48 | ||||||||
| Guinness Atkinson Global Energy Fund | Energy Equities | Jun 29, 2004 | 1.46% | 32.24% | 7.24% | 2.13% | 86 | ||||||||
| Guinness Atkinson Asia Focus Fund | Asia Pacific Equities | Apr 28, 1996 | 1.98% | 17.26% | 9.22% | 5.90% | 68 | ||||||||
| Guinness Atkinson China And Hong Kong Fund | China Equities | Jun 29, 1994 | 1.71% | -0.92% | 4.13% | 1.07% | 15 | ||||||||
| Guinness Atkinson Global Innovators Fund | Large Cap Growth Equities | Dec 15, 1998 | 1.24% | 4.90% | 13.43% | 16.01% | 21 |
Explore top Guinness Atkinson Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Guinness Atkinson Mutual funds by Risk/Return Score
The top Guinness Atkinson Mutual funds by PortfoliosLab Risk/Return Score are GAGEX (86) and IASMX (68).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Guinness Atkinson Global Energy Fund | 86 | — | Jun 2004 | |
| Guinness Atkinson Asia Focus Fund | 68 | — | Apr 1996 | |
| Guinness Atkinson Alternative Energy Fund | 48 | — | Mar 2006 | |
| Guinness Atkinson Global Innovators Fund | 21 | — | Dec 1998 | |
| Guinness Atkinson China And Hong Kong Fund | 15 | — | Jun 1994 |
Best-Performing Guinness Atkinson Mutual funds Over 5 Years
The top Guinness Atkinson Mutual funds is GAGEX (17.03%).
Across the lineup, Guinness Atkinson Mutual funds show an average 1-year return of 34.68% and an average 5-year return of 4.47%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Guinness Atkinson Global Energy Fund | 17.03% | — | Jun 2004 | |
| Guinness Atkinson Global Innovators Fund | 7.03% | — | Dec 1998 | |
| Guinness Atkinson Alternative Energy Fund | 3.43% | — | Mar 2006 | |
| Guinness Atkinson Asia Focus Fund | 1.50% | — | Apr 1996 | |
| Guinness Atkinson China And Hong Kong Fund | -6.63% | — | Jun 1994 |
Lowest-Cost Guinness Atkinson Mutual funds
The top Guinness Atkinson Mutual funds is IWIRX (1.24%).
With an average expense ratio of 1.67%, Guinness Atkinson Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | 1.24% | — | Dec 1998 | |
| Guinness Atkinson Global Energy Fund | 1.46% | — | Jun 2004 | |
| Guinness Atkinson China And Hong Kong Fund | 1.71% | — | Jun 1994 | |
| Guinness Atkinson Alternative Energy Fund | 1.98% | — | Mar 2006 | |
| Guinness Atkinson Asia Focus Fund | 1.98% | — | Apr 1996 |
Highest-Yield Guinness Atkinson Mutual funds
The top Guinness Atkinson Mutual funds is IWIRX (16.01%).
Across the lineup, Guinness Atkinson Mutual funds show an average dividend yield of 5.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Guinness Atkinson Global Innovators Fund | 16.01% | — | Dec 1998 | |
| Guinness Atkinson Asia Focus Fund | 5.90% | — | Apr 1996 | |
| Guinness Atkinson Global Energy Fund | 2.13% | — | Jun 2004 | |
| Guinness Atkinson China And Hong Kong Fund | 1.07% | — | Jun 1994 | |
| Guinness Atkinson Alternative Energy Fund | 0.28% | — | Mar 2006 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
IWIRX vs. VOOIWIRX vs. SPYIWIRX vs. XLKIWIRX vs. MINIXIWIRX vs. GQEPXICHKX vs. QQQICHKX vs. VOOICHKX vs. TDFICHKX vs. MCSMXICHKX vs. EVCGXGAAEX vs. FXAIXGAAEX vs. FGIAXGAAEX vs. PREIXGAAEX vs. ARTHXGAAEX vs. SSGLXGAGEX vs. GRHIXGAGEX vs. BGLYXGAGEX vs. VGENXGAGEX vs. CSUIXGAGEX vs. OEPIXIASMX vs. PAAOXIASMX vs. FEAAXIASMX vs. MGSEXIASMX vs. MINDXIASMX vs. MASGX