Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLOIX (GAMCO GLOBAL OPPORTUNITY FUND CLASS I) | 20.43% | 10.77% | 9.10% | 2.74% | 3.40% | 5.82% | NA | 7.00% |
Data as of 07/18/2025, AR inception is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLOIX (GAMCO GLOBAL OPPORTUNITY FUND CLASS I) | 11/05/2008 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 10.77 | 9.10 | 2.74 | 3.40 | 5.82 | NA | 7.00 | 20.43 | -6.11 | 6.43 | -25.57 | 4.16 | 19.13 | 26.09 | -20.85 | 29.19 | 1.47 | 1.16 | -0.67 | 19.23 | 15.35 | -9.22 | 19.11 | 37.76 | -1.38 |
| Sharpe Ratio | NA | 0.48 | 0.37 | 0.06 | 0.08 | NA | NA | 0.25 | 2.22 | -0.99 | 0.17 | -1.24 | 0.30 | 0.72 | 2.63 | -1.68 | 0.46 | 0.10 | 0.08 | -0.07 | 1.65 | 1.04 | -0.36 | 0.94 | 1.43 | -0.16 |
| Standard Deviation(%) | NA | 15.83 | 15.46 | 15.97 | 24.94 | NA | NA | 23.17 | 17.18 | 12.86 | 13.25 | 21.76 | 13.77 | 26.22 | 9.38 | 13.20 | 62.01 | 12.59 | 14.02 | 10.19 | 11.63 | 14.80 | 26.06 | 20.25 | 26.37 | 53.62 |
| Draw Down(%) | NA | 14.96 | 18.51 | 42.96 | 57.36 | NA | NA | 57.36 | 11.06 | 12.81 | 18.51 | 38.50 | 12.47 | 34.77 | 6.26 | 28.60 | 35.06 | 8.60 | 13.48 | 12.06 | 8.69 | 12.61 | 24.68 | 15.46 | 21.47 | 20.75 |
| Yield(%) | 0.00 | 0.65 | 1.03 | 1.22 | 6.90 | 7.71 | 7.30 | 9.12 | 0.00 | 0.67 | 1.75 | 0.32 | 2.03 | 0.91 | 8.29 | 18.45 | 45.09 | 5.93 | 1.86 | 0.00 | 0.38 | 1.03 | 0.51 | 0.34 | 1.98 | 0.00 |
Data as of 07/18/2025, AR inception is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLOIX (GAMCO GLOBAL OPPORTUNITY FUND CLASS I) |
-9.40%
Dec 2021 - Dec 2024 |
-3.71%
Sep 2017 - Sep 2022 |
1.30%
Oct 2013 - Oct 2023 |
4.01%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLOIX (GAMCO GLOBAL OPPORTUNITY FUND CLASS I) |
23.73%
Feb 2009 - Feb 2012 |
19.34%
Feb 2009 - Feb 2014 |
10.60%
Feb 2009 - Feb 2019 |
7.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart