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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.79% -0.57% 4.494M 874.27
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.16% 21.00% -812216.0

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both US and non-US) or those companies that generate, produce or provide alternative or renewable sources of energy.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Guinness Atkinson Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
11.55%
-11.88%
-0.78%
-12.41%
26.74%
11.24%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
21.09%
2.00%
--
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--
--
-3.51%
35.28%
13.21%
--
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--
--
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17.51%
9.84%
14.34%
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--
--
8.09%
As of February 13, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.22%
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Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both US and non-US) or those companies that generate, produce or provide alternative or renewable sources of energy.
General
Security Type Exchange-Traded Fund
Equity Style Multi Cap Core
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Theme - Alternative Energy
Peer Group Alternative Energy Funds
Global Macro Equity Theme
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Energy Funds
Fund Owner Firm Name Guinness Atkinson Funds
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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