Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) | 4.59% | 28.52% | 27.66% | 14.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) | 10/05/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 28.52 | 27.66 | 14.61 | NA | NA | NA | … | … | 4.59 | 35.16 | 26.43 | 24.89 | -11.94 | 27.82 | -2.15 | 16.91 | -15.40 |
| Sharpe Ratio | NA | 2.04 | 1.70 | 0.71 | NA | NA | NA | … | … | 0.67 | 2.04 | 1.61 | 1.27 | -0.58 | 1.63 | -0.05 | 1.07 | -3.31 |
| Standard Deviation(%) | NA | 12.77 | 14.89 | 17.42 | NA | NA | NA | … | … | 14.06 | 15.93 | 14.17 | 16.90 | 23.22 | 17.02 | 43.42 | 14.45 | 16.13 |
| Draw Down(%) | NA | 9.53 | 14.59 | 28.47 | NA | NA | NA | … | … | 9.53 | 14.59 | 8.98 | 13.87 | 28.47 | 10.09 | 46.44 | 14.89 | 17.30 |
| Yield(%) | 0.00 | 1.72 | 2.32 | 1.84 | 1.36 | 0.90 | 0.68 | … | … | 0.00 | 1.90 | 1.91 | 2.21 | 1.60 | 1.53 | 0.79 | 1.98 | 0.10 |
Data as of 06/04/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) |
1.78%
Sep 2019 – Sep 2022 |
6.12%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) |
31.10%
Sep 2022 – Sep 2025 |
24.63%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart