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Inception Date
Dec 19, 2025
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


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Performance

GAUD Performance Chart

Guinness Atkinson US Dividend Builder ETF (GAUD) is down 0.9% since the beginning of the year. GAUD is currently trading at $24 per share.


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S&P 500 Index

Returns By Period


Guinness Atkinson US Dividend Builder ETF

1D
0.00%
1M
-2.34%
6M
-3.45%
YTD
-0.92%
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.38%
1M
0.24%
6M
9.32%
YTD
10.62%
1Y
21.28%
3Y*
18.90%
5Y*
11.84%
10Y*
13.36%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GAUD Monthly Returns History

Based on dividend-adjusted daily data since Dec 22, 2025, GAUD's average daily return is -0.01%, while the average monthly return is -0.20%.

Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +2.9%, while the worst month was Mar 2026 at -7.7%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 1 months.

On a daily basis, GAUD closed higher 45% of trading days. The best single day was Apr 8, 2026 with a return of +2.0%, while the worst single day was Mar 18, 2026 at -1.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.69%0.66%-7.74%2.88%2.59%-1.56%0.00%-0.92%
2025-1.12%-1.12%

Benchmark Metrics

Guinness Atkinson US Dividend Builder ETF has an annualized alpha of -9.68%, beta of 0.46, and R2 of 0.32 versus S&P 500 Index. Calculated based on daily prices since December 22, 2025.

  • This ETF participated in 96.63% of S&P 500 Index downside but only 36.22% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.46 may look defensive, but with R2 of 0.32 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 0.32 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-9.68%
Beta
0.46
0.32
Upside Capture
36.22%
Downside Capture
96.63%

Expense Ratio

GAUD 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 US Dividend Builder ETF (GAUD) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GAUDBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.31

Calmar ratioReturn relative to maximum drawdown

2.35

Martin ratioReturn relative to average drawdown

10.19

Dividends

Dividend History

Guinness Atkinson US Dividend Builder ETF provided a 0.61% dividend yield over the last twelve months, with an annual payout of $0.15 per share.


PeriodTTM
Dividend$0.15

Dividend yield

0.61%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.15$0.00$0.00$0.00$0.00$0.15

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Guinness Atkinson US Dividend Builder 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 US Dividend Builder ETF was 9.17%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Guinness Atkinson US Dividend Builder ETF drawdown is 4.30%.


Drawdown

Fall

Recovery

Underwater

Related event

-9.17%Mar 2026
1mo 22d
5mo 13dFeb 2026 - now
-1.85%Jan 2026
4d13d
17dJan 2026 - Feb 2026
-1.25%Jan 2026
11d4d
15dDec 2025 - Jan 2026
-1.14%Jan 2026
0s1d
1dJan 2026 - Jan 2026
-0.51%Jan 2026
1d1d
2dJan 2026 - Jan 2026

Drawdown Indicators


GAUDBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-9.17%

-56.78%

+47.61%

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

-4.30%

-0.49%

-3.81%

Average Drawdown

Average peak-to-trough decline

-3.59%

-10.70%

+7.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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