Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GICPX (GAMCO GLOBAL GROWTH FUND CLASS AAA) | 9.43% | 12.79% | 21.97% | 9.99% | 11.11% | 12.30% | 9.45% | 9.09% |
Data as of 07/17/2025, AR inception is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GICPX (GAMCO GLOBAL GROWTH FUND CLASS AAA) | 06/21/1996 | 07/17/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 12.79 | 21.97 | 9.99 | 11.11 | 12.30 | 9.45 | 9.09 | 9.43 | 26.70 | 34.47 | -37.56 | 16.28 | 32.54 | 30.76 | -2.73 | 29.02 | 1.13 | -1.14 | 3.90 | 28.75 | 17.96 | -4.23 | 14.27 | 42.92 | -44.58 | 18.54 | 12.54 | 13.72 | 9.43 | 41.39 | -24.79 | -24.15 | -42.11 | 116.18 | 28.93 | 41.70 | -1.08 |
| Sharpe Ratio | NA | 0.42 | 0.86 | 0.33 | 0.47 | NA | NA | 0.36 | 0.60 | 1.17 | 1.80 | -1.11 | 0.84 | 1.01 | 2.31 | -0.21 | 3.50 | 0.07 | -0.08 | 0.35 | 2.49 | 1.26 | -0.16 | 0.72 | 1.26 | -1.02 | 0.91 | 0.75 | 1.23 | 0.72 | 3.03 | -1.26 | -1.23 | -1.79 | 7.03 | 1.30 | 3.54 | -0.52 |
| Standard Deviation(%) | NA | 20.93 | 21.28 | 23.01 | 21.09 | NA | NA | 20.74 | 23.12 | 17.26 | 16.97 | 35.21 | 19.30 | 31.99 | 12.72 | 19.27 | 8.15 | 14.13 | 15.37 | 11.22 | 11.53 | 14.36 | 25.93 | 19.73 | 33.99 | 44.53 | 17.19 | 12.48 | 9.43 | 11.74 | 13.42 | 20.56 | 21.91 | 25.81 | 16.07 | 19.63 | 10.75 | 10.52 |
| Draw Down(%) | NA | 18.66 | 24.29 | 46.16 | 46.16 | NA | NA | 74.91 | 18.66 | 11.81 | 12.94 | 41.70 | 12.72 | 29.32 | 6.64 | 20.19 | 3.05 | 12.10 | 13.59 | 9.39 | 7.18 | 12.45 | 24.78 | 16.90 | 24.70 | 56.33 | 11.50 | 13.49 | 6.32 | 12.63 | 14.55 | 37.13 | 40.71 | 49.01 | 7.23 | 26.03 | 6.77 | 10.35 |
| Yield(%) | 0.00 | 2.43 | 1.43 | 0.81 | 3.88 | 6.28 | 5.04 | 6.54 | 0.00 | 3.11 | 0.40 | 0.00 | 0.04 | 0.26 | 12.07 | 7.47 | 3.94 | 6.84 | 5.38 | 6.91 | 10.75 | 4.05 | 0.00 | 0.00 | 0.00 | 0.39 | 0.40 | 0.30 | 0.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.66 | 9.73 | 20.36 | 10.77 |
Data as of 07/17/2025, AR inception is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GICPX (GAMCO GLOBAL GROWTH FUND CLASS AAA) |
-33.48%
Feb 2000 - Feb 2003 |
-13.60%
Feb 2000 - Feb 2005 |
-5.85%
Feb 2000 - Feb 2010 |
0.11%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GICPX (GAMCO GLOBAL GROWTH FUND CLASS AAA) |
60.55%
Feb 1997 - Feb 2000 |
22.32%
Feb 2009 - Feb 2014 |
16.09%
Sep 2011 - Sep 2021 |
13.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart