Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) | 17.71% | 31.68% | 27.12% | 22.42% | NA | NA | NA | 12.48% |
Data as of 07/11/2025, AR inception is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCFSX (Gabelli Global Financial Services Fund Class C) | 10/05/2018 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 31.68 | 27.12 | 22.42 | NA | NA | NA | 12.48 | 17.71 | 26.83 | 24.49 | -11.94 | 27.82 | -2.15 | 16.91 | -15.40 |
| Sharpe Ratio | NA | 1.61 | 1.38 | 1.08 | NA | NA | NA | 0.39 | 1.78 | 1.43 | 1.21 | -0.58 | 1.63 | -0.05 | 1.07 | -3.30 |
| Standard Deviation(%) | NA | 17.67 | 17.20 | 19.00 | NA | NA | NA | 23.30 | 19.02 | 14.13 | 16.86 | 23.22 | 17.02 | 43.42 | 14.45 | 16.13 |
| Draw Down(%) | NA | 14.59 | 14.92 | 28.47 | NA | NA | NA | 46.54 | 14.59 | 8.98 | 13.87 | 28.47 | 10.09 | 46.44 | 14.89 | 17.30 |
| Yield(%) | 0.00 | 1.69 | 2.32 | 2.44 | 1.06 | 0.71 | 0.53 | 1.77 | 0.00 | 1.91 | 2.21 | 1.60 | 1.53 | 0.79 | 1.98 | 0.10 |
Data as of 07/11/2025, AR inception 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) |
25.68%
Jun 2022 - Jun 2025 |
23.97%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart