Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GACIX (THE GABELLI SMALL CAP GROWTH FUND CLASS I) | 11.15% | 24.97% | 15.30% | 3.97% | 6.21% | 7.57% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GACIX (THE GABELLI SMALL CAP GROWTH FUND CLASS I) | 05/01/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 24.97 | 15.30 | 3.97 | 6.21 | 7.57 | NA | … | … | 11.15 | 8.94 | 10.48 | 21.76 | -19.81 | 10.91 | -7.47 | 21.85 | -15.02 | 19.32 | 17.53 | -3.47 | 3.77 | 36.08 | 20.42 | -4.58 | 27.81 | 30.02 | -33.06 |
| Sharpe Ratio | NA | 1.27 | 0.67 | 0.06 | 0.21 | NA | NA | … | … | 1.28 | 0.30 | 0.40 | 1.09 | -0.83 | 0.48 | -0.18 | 1.52 | -1.09 | 1.97 | 1.18 | -0.26 | 0.32 | 3.01 | 1.35 | -0.18 | 1.41 | 1.09 | -1.12 |
| Standard Deviation(%) | NA | 16.46 | 18.17 | 20.71 | 21.93 | NA | NA | … | … | 18.23 | 20.09 | 17.21 | 16.72 | 25.73 | 22.81 | 43.70 | 13.37 | 15.12 | 9.51 | 14.61 | 13.36 | 11.79 | 11.99 | 15.25 | 26.31 | 19.68 | 27.45 | 41.06 |
| Draw Down(%) | NA | 11.44 | 23.35 | 33.55 | 40.75 | NA | NA | … | … | 11.44 | 19.77 | 8.66 | 14.32 | 24.18 | 18.78 | 40.75 | 8.55 | 22.71 | 3.98 | 10.70 | 13.21 | 12.12 | 4.73 | 11.19 | 24.05 | 16.20 | 27.92 | 43.35 |
| Yield(%) | 0.00 | 4.54 | 7.08 | 3.46 | 5.45 | 6.31 | 5.37 | … | … | 0.00 | 4.43 | 7.21 | 9.58 | 0.23 | 0.40 | 0.00 | 21.05 | 3.97 | 5.91 | 4.52 | 3.48 | 1.90 | 3.74 | 3.94 | 2.18 | 0.00 | 0.10 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/01/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GACIX (THE GABELLI SMALL CAP GROWTH FUND CLASS I) |
-6.29%
Dec 2019 – Dec 2022 |
-3.24%
Sep 2017 – Sep 2022 |
2.53%
Oct 2013 – Oct 2023 |
5.88%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GACIX (THE GABELLI SMALL CAP GROWTH FUND CLASS I) |
27.71%
Feb 2009 – Feb 2012 |
25.70%
Feb 2009 – Feb 2014 |
15.62%
Feb 2009 – Feb 2019 |
10.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
