Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOCAX (GAMCO GLOBAL OPPORTUNITY FUND CLASS A) | 21.39% | 11.75% | 9.10% | 3.66% | 3.29% | 5.46% | 4.65% | 3.58% |
Data as of 07/11/2025, AR inception is 12/26/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOCAX (GAMCO GLOBAL OPPORTUNITY FUND CLASS A) | 12/26/2000 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.22 | 11.75 | 9.10 | 3.66 | 3.29 | 5.46 | 4.65 | 3.58 | 21.39 | -6.05 | 6.36 | -25.56 | 4.22 | 19.15 | 24.90 | -21.67 | 27.92 | 1.13 | 0.11 | -1.17 | 18.95 | 15.01 | -9.45 | 18.39 | 37.50 | -41.34 | 14.68 | 14.49 | 14.92 | 13.57 | 37.25 | -11.31 | -29.60 | -4.64 |
| Sharpe Ratio | NA | 0.54 | 0.37 | 0.09 | 0.08 | NA | NA | 0.10 | 2.43 | -0.98 | 0.16 | -1.24 | 0.31 | 0.72 | 2.49 | -1.74 | 0.44 | 0.07 | 0.01 | -0.12 | 1.62 | 1.02 | -0.36 | 0.91 | 1.42 | -1.11 | 0.68 | 0.77 | 1.31 | 1.08 | 2.64 | -0.58 | -1.62 | -1.53 |
| Standard Deviation(%) | NA | 15.79 | 15.49 | 16.01 | 24.98 | NA | NA | 21.98 | 17.36 | 12.86 | 13.32 | 21.83 | 13.75 | 26.30 | 9.42 | 13.25 | 62.10 | 12.55 | 14.03 | 10.23 | 11.68 | 14.81 | 26.08 | 20.20 | 26.38 | 38.00 | 17.24 | 14.65 | 9.73 | 11.67 | 13.86 | 21.31 | 20.00 | 66.97 |
| Draw Down(%) | NA | 15.03 | 18.45 | 42.99 | 58.24 | NA | NA | 58.24 | 11.08 | 12.81 | 18.45 | 38.55 | 12.43 | 34.79 | 6.55 | 29.27 | 35.08 | 8.61 | 13.80 | 12.19 | 8.71 | 12.63 | 24.78 | 15.80 | 21.45 | 53.04 | 12.60 | 17.44 | 7.69 | 11.49 | 16.38 | 31.46 | 39.60 | 6.25 |
| Yield(%) | 0.00 | 0.67 | 1.05 | 1.30 | 6.79 | 7.28 | 6.11 | 4.75 | 0.00 | 0.69 | 1.81 | 0.33 | 2.09 | 0.94 | 6.92 | 17.92 | 44.71 | 5.57 | 1.28 | 0.00 | 0.10 | 0.79 | 0.29 | 0.00 | 1.72 | 0.07 | 0.65 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.16 |
Data as of 07/11/2025, AR inception is 12/26/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOCAX (GAMCO GLOBAL OPPORTUNITY FUND CLASS A) |
-13.97%
Feb 2006 - Feb 2009 |
-4.13%
Sep 2017 - Sep 2022 |
0.82%
Oct 2013 - Oct 2023 |
0.85%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOCAX (GAMCO GLOBAL OPPORTUNITY FUND CLASS A) |
28.56%
Mar 2003 - Mar 2006 |
21.08%
Sep 2002 - Sep 2007 |
10.26%
Mar 2003 - Mar 2013 |
9.48%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart