Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GLU (Gabelli Global Utility & Income Tr) | 3.36% | 22.85% | 19.73% | 5.16% | 8.06% | 6.70% | 7.36% | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLU (Gabelli Global Utility & Income Tr) | 05/26/2004 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.67 | 22.85 | 19.73 | 5.16 | 8.06 | 6.70 | 7.36 | … | … | 3.36 | 37.95 | 23.55 | 2.07 | -27.06 | 21.18 | 4.99 | 25.23 | -19.49 | 34.90 | 8.42 | -8.58 | 3.15 | 1.74 | 6.15 | 8.54 | 13.09 | 31.44 | -26.27 | 10.98 | 32.91 | -2.35 | 1.22 |
| Sharpe Ratio | NA | 1.52 | 1.03 | 0.14 | 0.30 | NA | NA | … | … | 0.34 | 2.03 | 1.14 | -0.08 | -1.29 | 1.20 | 0.10 | 2.48 | -1.10 | 3.08 | 0.52 | -0.58 | 0.31 | 0.12 | 0.42 | 0.38 | 0.53 | 0.95 | -0.76 | 0.47 | 2.80 | -0.32 | 0.05 |
| Standard Deviation(%) | NA | 14.51 | 18.93 | 19.23 | 21.95 | NA | NA | … | … | 18.22 | 17.37 | 17.54 | 21.17 | 22.10 | 17.59 | 46.12 | 9.60 | 19.02 | 11.18 | 15.87 | 14.97 | 10.03 | 14.17 | 14.51 | 22.49 | 24.68 | 33.10 | 35.74 | 16.84 | 10.57 | 14.53 | 16.54 |
| Draw Down(%) | NA | 13.73 | 18.67 | 36.64 | 46.54 | NA | NA | … | … | 13.73 | 11.25 | 11.61 | 19.84 | 33.51 | 11.81 | 46.54 | 7.21 | 24.56 | 6.07 | 14.83 | 16.66 | 13.62 | 22.71 | 8.63 | 18.57 | 15.63 | 36.14 | 40.19 | 16.91 | 5.42 | 11.67 | 10.04 |
| Yield(%) | 0.00 | 7.41 | 8.54 | 5.45 | 6.59 | 5.83 | 6.61 | … | … | 2.85 | 7.93 | 9.10 | 8.38 | 5.65 | 6.59 | 6.33 | 7.43 | 5.67 | 7.05 | 7.37 | 6.20 | 6.12 | 5.69 | 5.61 | 5.43 | 6.08 | 7.36 | 5.24 | 6.89 | 6.72 | 7.31 | 3.00 |
Data as of 06/04/2026, Common starting date is 05/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLU (Gabelli Global Utility & Income Tr) |
-6.52%
Feb 2006 – Feb 2009 |
-1.84%
Oct 2018 – Oct 2023 |
1.74%
Oct 2013 – Oct 2023 |
3.43%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLU (Gabelli Global Utility & Income Tr) |
26.02%
Feb 2009 – Feb 2012 |
16.56%
Feb 2009 – Feb 2014 |
10.75%
Feb 2009 – Feb 2019 |
8.13%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart