Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAUCX (THE GABELLI UTILITIES FUND CLASS C) | 0.00% | 0.52% | -8.82% | -0.04% | -1.87% | 1.44% | 1.75% | 2.75% |
Data as of 03/12/2025, AR inception is 01/28/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAUCX (THE GABELLI UTILITIES FUND CLASS C) | 01/28/2003 | 03/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.52 | -8.82 | -0.04 | -1.87 | 1.44 | 1.75 | 2.75 | 0.00 | -0.21 | -15.68 | -13.16 | 14.51 | -4.98 | 17.65 | -5.66 | -1.02 | 5.91 | -14.49 | 8.05 | 19.48 | 3.46 | 7.26 | 10.82 | 14.55 | -21.47 | 7.84 | 22.12 | -2.79 | 3.29 | 21.70 |
| Sharpe Ratio | NA | -4.24 | -0.90 | -0.14 | -0.22 | NA | NA | 0.10 | 0.00 | -0.98 | -1.20 | -0.77 | 1.19 | -0.15 | 1.78 | -0.57 | -0.22 | 0.44 | -1.02 | 0.87 | 2.03 | 0.41 | 0.44 | 0.79 | 0.73 | -0.77 | 0.41 | 2.50 | -0.53 | 0.27 | 1.67 |
| Standard Deviation(%) | NA | 1.40 | 14.75 | 18.54 | 16.10 | NA | NA | 15.17 | NA | 6.96 | 16.68 | 19.06 | 12.20 | 33.65 | 9.11 | 12.27 | 7.64 | 12.99 | 14.19 | 9.26 | 9.59 | 8.39 | 16.30 | 13.51 | 19.74 | 28.88 | 11.83 | 7.57 | 9.36 | 8.80 | 13.69 |
| Draw Down(%) | NA | 1.05 | 33.72 | 33.72 | 33.75 | NA | NA | 40.75 | 0.00 | 6.79 | 21.74 | 20.51 | 6.43 | 33.75 | 3.89 | 9.49 | 5.05 | 10.47 | 19.70 | 8.16 | 7.21 | 7.02 | 13.19 | 9.92 | 24.66 | 31.77 | 9.01 | 3.71 | 9.06 | 9.10 | 9.69 |
| Yield(%) | 0.00 | 0.00 | 10.63 | 13.32 | 6.80 | 10.59 | 7.67 | 8.77 | 0.00 | 6.73 | 20.82 | 14.31 | 18.65 | 14.88 | 15.45 | 9.94 | 3.39 | 3.43 | 9.10 | 18.14 | 17.61 | 15.70 | 14.38 | 12.75 | 13.61 | 9.76 | 9.47 | 10.34 | 0.00 | 0.15 | 5.06 |
Data as of 03/12/2025, AR inception is 01/28/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAUCX (THE GABELLI UTILITIES FUND CLASS C) |
-9.93%
Dec 2021 - Dec 2024 |
-4.98%
Jan 2020 - Jan 2025 |
-2.39%
Jun 2014 - Jun 2024 |
1.53%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAUCX (THE GABELLI UTILITIES FUND CLASS C) |
17.24%
Feb 2009 - Feb 2012 |
15.06%
Feb 2009 - Feb 2014 |
7.44%
Mar 2003 - Mar 2013 |
4.97%
Feb 2003 - Feb 2018 |
Annualized Rolling Returns Comparison Chart