Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) | 8.78% | 16.85% | NA | NA | NA | NA | NA | 2.47% |
Data as of 07/10/2025, AR inception is 09/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) | 09/01/2022 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 16.85 | NA | NA | NA | NA | NA | 2.47 | 8.78 | 11.71 | -8.13 | -5.94 |
| Sharpe Ratio | NA | 0.99 | NA | NA | NA | NA | NA | -0.12 | 0.86 | 0.63 | -0.77 | -0.82 |
| Standard Deviation(%) | NA | 14.42 | NA | NA | NA | NA | NA | 15.97 | 16.36 | 12.86 | 15.34 | 23.97 |
| Draw Down(%) | NA | 8.90 | NA | NA | NA | NA | NA | 24.95 | 8.57 | 8.43 | 20.50 | 16.95 |
| Yield(%) | 0.00 | 18.43 | 10.20 | 6.12 | 3.06 | 2.04 | 1.53 | 15.30 | 6.57 | 17.88 | 11.48 | 2.20 |
Data as of 07/10/2025, AR inception is 09/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart