Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBCCX (THE GABELLI DIVIDEND GROWTH FUND CLASS C) | 7.56% | 22.58% | 13.20% | 5.62% | 8.11% | 7.81% | 6.17% | … | … |
Data as of 06/04/2026, Common starting date is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBCCX (THE GABELLI DIVIDEND GROWTH FUND CLASS C) | 01/28/2004 | 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 22.58 | 13.20 | 5.62 | 8.11 | 7.81 | 6.17 | … | … | 7.56 | 16.60 | 9.29 | 6.75 | -10.34 | 19.36 | 4.35 | 25.49 | -11.60 | 11.31 | 10.09 | -6.33 | 5.68 | 30.63 | 10.59 | -1.20 | 11.97 | 29.62 | -34.20 | -0.65 | 16.60 | 6.04 | 8.69 |
| Sharpe Ratio | NA | 1.68 | 0.79 | 0.22 | 0.34 | NA | NA | … | … | 1.19 | 0.86 | 0.51 | 0.25 | -0.60 | 1.60 | 0.11 | 1.88 | -0.81 | 0.45 | 0.67 | -0.38 | 0.47 | 2.79 | 0.86 | -0.05 | 0.79 | 0.99 | -0.83 | -0.25 | 1.20 | 0.34 | 0.71 |
| Standard Deviation(%) | NA | 11.71 | 13.10 | 14.57 | 18.86 | NA | NA | … | … | 12.31 | 16.05 | 11.13 | 12.39 | 19.82 | 12.10 | 36.53 | 12.79 | 16.01 | 24.03 | 14.77 | 16.94 | 11.96 | 10.98 | 12.34 | 23.54 | 15.13 | 29.86 | 41.98 | 15.33 | 11.02 | 11.08 | 11.83 |
| Draw Down(%) | NA | 7.45 | 15.16 | 21.81 | 41.23 | NA | NA | … | … | 7.45 | 14.57 | 7.35 | 13.36 | 21.81 | 6.89 | 38.70 | 7.65 | 22.32 | 15.29 | 12.90 | 17.76 | 10.19 | 5.06 | 10.37 | 21.91 | 12.86 | 27.15 | 45.97 | 13.19 | 9.45 | 7.65 | 8.31 |
| Yield(%) | 0.00 | 12.79 | 9.09 | 6.87 | 7.75 | 7.65 | 6.12 | … | … | 0.00 | 13.13 | 12.00 | 1.36 | 1.51 | 13.88 | 3.30 | 5.41 | 10.14 | 16.54 | 6.29 | 2.89 | 8.31 | 4.62 | 0.90 | 0.00 | 0.00 | 0.00 | 0.02 | 3.69 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCCX (THE GABELLI DIVIDEND GROWTH FUND CLASS C) |
-14.85%
Feb 2006 – Feb 2009 |
-6.03%
Feb 2004 – Feb 2009 |
3.34%
Jan 2006 – Jan 2016 |
3.39%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCCX (THE GABELLI DIVIDEND GROWTH FUND CLASS C) |
22.67%
Feb 2009 – Feb 2012 |
19.93%
Feb 2009 – Feb 2014 |
11.37%
Feb 2009 – Feb 2019 |
9.73%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
