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
- 22.46%
- Avg. 5 Year Return
- 5.05%
- Median Risk/Return Score
- 25 / 100
Guinness Atkinson Mutual Funds List
2 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, Alternative Energy Equities, Energy Equities | Mar 30, 2006 | 1.98% | 8.50% | 9.84% | 0.30% | 23 | ||||||||
| Guinness Atkinson Global Energy Fund | Energy Equities | Jun 29, 2004 | 1.46% | 36.50% | 7.95% | 2.07% | 84 |
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.
Loading charts...
5 Years
Best Guinness Atkinson Mutual funds by Risk/Return Score
The top Guinness Atkinson Mutual funds by PortfoliosLab Risk/Return Score are GAGEX (84) and IASMX (39).
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 | 84 | — | Jun 2004 | |
| Guinness Atkinson Asia Focus Fund | 39 | — | Apr 1996 | |
| Guinness Atkinson Global Innovators Fund | 25 | — | Dec 1998 | |
| Guinness Atkinson Alternative Energy Fund | 23 | — | Mar 2006 | |
| Guinness Atkinson China And Hong Kong Fund | 12 | — | Jun 1994 |
Best-Performing Guinness Atkinson Mutual funds Over 5 Years
The top Guinness Atkinson Mutual funds is GAGEX (20.40%).
Across the lineup, Guinness Atkinson Mutual funds show an average 1-year return of 22.46% and an average 5-year return of 5.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Guinness Atkinson Global Energy Fund | 20.40% | — | Jun 2004 | |
| Guinness Atkinson Global Innovators Fund | 5.80% | — | Dec 1998 | |
| Guinness Atkinson Asia Focus Fund | 2.45% | — | Apr 1996 | |
| Guinness Atkinson Alternative Energy Fund | 0.89% | — | Mar 2006 | |
| Guinness Atkinson China And Hong Kong Fund | -4.27% | — | 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 (15.90%).
Across the lineup, Guinness Atkinson Mutual funds show an average dividend yield of 5.09%, 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 | 15.90% | — | Dec 1998 | |
| Guinness Atkinson Asia Focus Fund | 6.11% | — | Apr 1996 | |
| Guinness Atkinson Global Energy Fund | 2.07% | — | Jun 2004 | |
| Guinness Atkinson China And Hong Kong Fund | 1.06% | — | Jun 1994 | |
| Guinness Atkinson Alternative Energy Fund | 0.30% | — | Mar 2006 |
Top Mutual funds Issuers
Fidelity · 974 Mutual fundsBlackRock · 354 Mutual fundsVanguard · 294 Mutual fundsT. Rowe Price · 225 Mutual fundsFranklin Templeton · 176 Mutual fundsAmerican Funds · 159 Mutual fundsJPMorgan · 127 Mutual fundsPIMCO · 127 Mutual fundsInvesco · 123 Mutual fundsMFS · 113 Mutual fundsDimensional · 107 Mutual fundsNuveen · 107 Mutual fundsJohn Hancock · 101 Mutual fundsVoya · 100 Mutual fundsColumbia · 98 Mutual fundsEaton Vance · 97 Mutual fundsAmerican Century · 89 Mutual fundsVictory · 87 Mutual fundsPGIM · 84 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 74 Mutual fundsPrincipal · 71 Mutual fundsHartford · 70 Mutual fundsTIAA · 70 Mutual fundsJanus Henderson · 65 Mutual fundsCharles Schwab · 63 Mutual fundsVirtus · 62 Mutual fundsAllspring · 60 Mutual fundsProFunds · 58 Mutual fundsPutnam · 58 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.