GAAEX vs. FXAIX

In the year-to-date period, GAAEX achieves a 5.17% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, GAAEX has underperformed FXAIX with an annualized return of 3.68%, while FXAIX has yielded a comparatively higher 12.67% annualized return.

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GAAEX has a 1.98% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Guinness Atkinson Alternative Energy Fund (GAAEX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current GAAEX Sharpe Ratio is -0.47, which is lower than the FXAIX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of GAAEX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GAAEX's dividend yield for the trailing twelve months is around 0.25%, less than FXAIX's 1.55% yield.

The maximum GAAEX drawdown since its inception was -85.93%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GAAEX and FXAIX.

Guinness Atkinson Alternative Energy Fund (GAAEX) has a higher volatility of 5.26% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that GAAEX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.