Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GGN (GAMCO Global) | 21.52% | 17.81% | 17.61% | 15.58% | 7.98% | 3.09% | 3.38% | 3.35% |
Data as of 06/30/2025, AR inception is 03/29/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGN (GAMCO Global) | 03/29/2005 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.79 | 17.81 | 17.61 | 15.58 | 7.98 | 3.09 | 3.38 | 3.35 | 21.52 | 9.59 | 15.01 | 6.80 | 17.45 | -8.42 | 36.59 | -19.50 | 9.58 | 28.93 | -22.27 | -13.09 | -19.83 | 1.42 | -19.36 | 31.39 | 39.51 | -51.36 | 27.62 | 21.89 | 15.17 |
| Sharpe Ratio | NA | 0.68 | 0.73 | 0.73 | 0.24 | NA | NA | 0.07 | 1.97 | 0.41 | 0.78 | 0.24 | 0.87 | -0.18 | 2.80 | -1.25 | 0.67 | 0.83 | -0.77 | -0.57 | -0.71 | 0.07 | -0.82 | 1.50 | 0.92 | -0.72 | 0.83 | 0.83 | 1.19 |
| Standard Deviation(%) | NA | 18.33 | 17.24 | 18.80 | 25.26 | NA | NA | 29.74 | 20.74 | 14.48 | 14.63 | 22.49 | 19.93 | 48.98 | 12.53 | 16.77 | 13.34 | 34.72 | 28.96 | 22.91 | 27.86 | 18.52 | 23.56 | 20.89 | 43.03 | 72.54 | 29.56 | 22.24 | 15.04 |
| Draw Down(%) | NA | 14.64 | 14.64 | 22.08 | 52.94 | NA | NA | 73.03 | 12.73 | 14.64 | 7.61 | 22.08 | 12.05 | 51.73 | 8.55 | 27.17 | 10.45 | 25.60 | 34.26 | 41.97 | 29.73 | 18.43 | 29.26 | 21.01 | 25.08 | 73.03 | 22.71 | 16.38 | 10.07 |
| Yield(%) | 0.00 | 8.87 | 10.28 | 10.64 | 7.97 | 5.22 | 5.36 | 5.32 | 4.64 | 9.57 | 10.71 | 9.55 | 10.00 | 10.84 | 15.46 | 11.13 | 11.56 | 16.90 | 12.09 | 11.80 | 10.84 | 10.94 | 8.73 | 10.13 | 11.63 | 5.72 | 7.94 | 7.87 | 5.80 |
Data as of 06/30/2025, AR inception is 03/29/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGN (GAMCO Global) |
-22.26%
Jan 2013 - Jan 2016 |
-15.59%
Jan 2011 - Jan 2016 |
-6.41%
Jan 2006 - Jan 2016 |
-2.78%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGN (GAMCO Global) |
25.53%
May 2005 - May 2008 |
21.62%
Mar 2020 - Mar 2025 |
7.32%
Mar 2015 - Mar 2025 |
3.98%
Apr 2009 - Apr 2024 |
Annualized Rolling Returns Comparison Chart