PortfoliosLab logoPortfoliosLab logo
Inception Date
Dec 19, 2025
Region
Global ()
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$409K

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

GARA Performance Chart

Guinness Atkinson Real Assets Income ETF (GARA) is up 9.7% since the beginning of the year. GARA is currently trading at $28 per share.


Loading charts...

S&P 500 Index

Returns By Period


Guinness Atkinson Real Assets Income ETF

1D
0.29%
1M
-2.07%
YTD
9.68%
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
24.32%
3Y*
19.90%
5Y*
11.79%
10Y*
13.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GARA Monthly Returns History

Based on dividend-adjusted daily data since Dec 22, 2025, GARA's average daily return is +0.09%, while the average monthly return is +1.54%. At this rate, an investment would double in approximately 3.8 years.

Historically, 57% of months were positive and 43% were negative. The best month was Feb 2026 with a return of +7.2%, while the worst month was Mar 2026 at -5.6%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, GARA closed higher 60% of trading days. The best single day was Apr 30, 2026 with a return of +2.5%, while the worst single day was Mar 20, 2026 at -2.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.69%7.15%-5.58%5.56%-1.41%-0.50%9.68%
20250.90%0.90%

Benchmark Metrics

Guinness Atkinson Real Assets Income ETF has an annualized alpha of 17.47%, beta of 0.44, and R2 of 0.21 versus S&P 500 Index. Calculated based on daily prices since December 23, 2025.

  • This ETF captured 44.60% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -19.75%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.44 may look defensive, but with R2 of 0.21 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.21 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
17.47%
Beta
0.44
0.21
Upside Capture
44.60%
Downside Capture
-19.75%

Expense Ratio

GARA has an expense ratio of 0.45%, placing it in the medium range.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Guinness Atkinson Real Assets Income ETF (GARA) and compare them to S&P 500 Index.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Guinness Atkinson Real Assets Income ETF provided a 0.80% dividend yield over the last twelve months, with an annual payout of $0.22 per share.


PeriodTTM
Dividend$0.22

Dividend yield

0.80%

Monthly Dividends

The table displays the monthly dividend distributions for Guinness Atkinson Real Assets Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.22$0.00$0.00$0.00$0.22

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Guinness Atkinson Real Assets Income ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Guinness Atkinson Real Assets Income ETF was 7.87%, occurring on Mar 24, 2026. The portfolio has not yet recovered.

The current Guinness Atkinson Real Assets Income ETF drawdown is 2.22%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-7.87%Mar 2026
22d
3mo 6dMar 2026 - now
2026 pullback2026
-1.81%Feb 2026
1d6d
7dFeb 2026 - Feb 2026
2026 pullback2026
-1.16%Feb 2026
3d2d
5dJan 2026 - Feb 2026
2026 pullback2026
-0.91%Jan 2026
1d2d
3dJan 2026 - Jan 2026
2025 pullback2025
-0.50%Dec 2025
0s5d
5dDec 2025 - Jan 2026

Drawdown Indicators


GARABenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-7.87%

-56.78%

+48.91%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-2.22%

-2.97%

+0.75%

Average Drawdown

Average peak-to-trough decline

-1.80%

-10.72%

+8.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with GARA

Add Guinness Atkinson Real Assets Income ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with GARA