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Guinness Atkinson Global Inntrs Inv (IWIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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57.79+0.93 (+1.64%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.60%
5-year average return14.33%
Number of years up17
Number of years down8
Best 1-yr total return (25 Apr 2024)45.29%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return45.29%
Worst 3-yr total return5.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIWIRXCategory
YTD12.15%9.95%
1-month1.68%2.98%
3-month12.15%8.22%
1-year35.08%40.81%
3-year8.63%19.17%
5-year16.14%18.49%
10-year12.51%11.83%
Last bull market41.42%21.12%
Last bear market-19.73%-20.34%

Annual total return (%) history

Year
IWIRXCategory
2024
N/AN/A
2023
39.34%N/A
2022
-29.67%N/A
2021
21.52%N/A
2020
36.17%32.67%
2019
37.00%30.40%
2018
-16.80%-7.79%
2017
34.75%30.22%
2016
9.51%2.42%
2015
-3.04%1.26%
2014
12.55%2.65%
2013
45.29%26.44%
2012
19.91%18.01%
2011
-6.51%-6.80%
2010
17.00%15.68%
2009
45.20%39.03%
2008
-45.42%-41.58%
2007
21.17%12.98%
2006
18.76%18.96%
2005
11.82%11.74%
2004
10.89%12.56%
2003
35.97%34.32%
2002
-31.13%-21.99%
2001
-29.05%-16.48%
2000
-16.78%-10.78%
1999
68.68%40.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.15%N/AN/AN/A
202315.69%9.08%-2.97%13.79%
2022-11.83%-19.73%-8.70%8.83%
20214.18%9.82%-2.22%8.63%
2020-16.18%27.36%11.08%14.84%
201917.91%2.80%1.82%11.00%
20181.07%-0.81%-0.33%-16.73%
20179.28%6.70%8.76%6.25%
2016-0.48%-1.88%9.76%2.17%
20151.12%-1.34%-9.64%7.56%
20142.74%7.43%-0.95%2.95%
201311.95%4.56%10.61%12.23%
201217.95%-6.65%5.38%3.34%
20115.63%-2.64%-16.27%8.57%
20108.50%-17.31%15.51%12.89%
2009-4.10%21.12%17.28%6.59%
2008-12.64%-4.65%-15.06%-22.86%
20070.89%15.44%5.44%-1.33%
20068.39%-2.68%4.95%7.28%
2005-5.17%3.50%7.37%6.10%
20042.21%0.80%-5.96%14.45%
2003-2.90%20.64%4.75%10.80%
2002-5.52%-20.54%-20.84%15.87%
2001-19.86%4.07%-29.68%20.96%
200013.51%-5.98%-3.07%-19.55%
199920.14%4.53%-4.11%40.06%

Rank in category (by total return)

YTD25
1-month77
3-month25
1-year10
3-year11
5-year1

Load adjusted returns

1-year35.08%
3-year8.63%
5-year16.14%
10-year12.51%