Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAMI (GAMCO Investors Inc) | -7.88% | -9.28% | 9.98% | 0.62% | -2.13% | 1.90% | 3.05% | … | … |
Data as of 06/05/2026, Common starting date is 02/11/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAMI (GAMCO Investors Inc) | 02/11/1999 | 06/05/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.28 | 9.98 | 0.62 | -2.13 | 1.90 | 3.05 | … | … | -7.88 | 2.14 | 39.12 | 26.44 | -38.47 | 51.68 | -2.85 | 15.89 | -42.84 | -3.69 | -0.25 | -34.94 | 2.60 | 64.77 | 26.05 | -8.18 | 0.96 | 80.94 | -59.23 | 81.85 | -11.50 | -10.19 | 24.37 | 32.53 | -30.46 | 30.17 | 104.23 | -8.77 |
| Sharpe Ratio | NA | -0.56 | 0.24 | -0.05 | -0.10 | NA | NA | … | … | -1.03 | -0.02 | 1.12 | 0.87 | -1.08 | 1.32 | -0.04 | 0.45 | -1.67 | -0.25 | -0.02 | -1.04 | 0.07 | 1.75 | 0.85 | -0.14 | 0.02 | 1.54 | -0.72 | 1.61 | -0.49 | -0.56 | 1.17 | 1.19 | -0.86 | 0.72 | 2.60 | -0.39 |
| Standard Deviation(%) | NA | 21.31 | 27.70 | 31.38 | 37.84 | NA | NA | … | … | 19.45 | 30.73 | 31.57 | 26.54 | 37.04 | 39.15 | 78.64 | 32.19 | 26.55 | 17.19 | 28.69 | 33.75 | 36.29 | 37.10 | 30.74 | 60.70 | 39.41 | 52.37 | 83.81 | 49.22 | 30.29 | 22.41 | 20.03 | 26.77 | 36.56 | 39.28 | 38.48 | 34.08 |
| Draw Down(%) | NA | 12.06 | 27.03 | 49.99 | 74.29 | NA | NA | … | … | 12.06 | 25.76 | 17.68 | 15.93 | 42.38 | 17.52 | 52.17 | 32.83 | 43.61 | 13.02 | 31.68 | 39.11 | 22.06 | 20.51 | 23.29 | 29.75 | 30.82 | 26.79 | 68.75 | 27.94 | 30.63 | 19.71 | 16.76 | 23.12 | 42.77 | 35.07 | 24.48 | 24.91 |
| Yield(%) | 0.00 | 1.44 | 5.14 | 2.59 | 1.78 | 1.45 | 1.87 | … | … | 0.41 | 1.41 | 12.35 | 1.07 | 0.66 | 11.61 | 5.21 | 0.46 | 0.27 | 0.32 | 0.27 | 0.21 | 0.32 | 0.68 | 3.46 | 1.25 | 1.12 | 3.93 | 1.63 | 1.54 | 0.15 | 0.10 | 2.33 | 0.03 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 02/11/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAMI (GAMCO Investors Inc) |
-27.85%
Mar 2017 – Mar 2020 |
-23.34%
Mar 2015 – Mar 2020 |
-6.94%
Dec 2013 – Dec 2023 |
-4.09%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAMI (GAMCO Investors Inc) |
37.32%
Apr 1999 – Apr 2002 |
28.35%
Dec 2008 – Dec 2013 |
13.53%
Apr 1999 – Apr 2009 |
13.26%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison Chart