Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGFSX (Gabelli Global Financial Services Fund Class A) | 4.74% | 28.93% | 28.57% | 15.41% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGFSX (Gabelli Global Financial Services Fund Class A) | 10/05/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 28.93 | 28.57 | 15.41 | NA | NA | NA | … | … | 4.74 | 36.23 | 27.43 | 25.88 | -11.27 | 28.70 | -1.27 | 17.92 | -15.24 |
| Sharpe Ratio | NA | 2.04 | 1.71 | 0.74 | NA | NA | NA | … | … | 0.63 | 2.11 | 1.68 | 1.33 | -0.55 | 1.69 | -0.03 | 1.14 | -3.32 |
| Standard Deviation(%) | NA | 12.91 | 14.77 | 17.43 | NA | NA | NA | … | … | 14.08 | 15.91 | 14.14 | 16.87 | 23.25 | 17.01 | 43.36 | 14.45 | 15.96 |
| Draw Down(%) | NA | 9.47 | 14.53 | 28.19 | NA | NA | NA | … | … | 9.47 | 14.53 | 9.00 | 13.80 | 28.19 | 9.97 | 46.39 | 14.65 | 17.20 |
| Yield(%) | 0.00 | 2.07 | 2.98 | 2.47 | 1.85 | 1.23 | 0.93 | … | … | 0.00 | 2.31 | 2.83 | 2.61 | 2.30 | 2.37 | 0.84 | 2.86 | 0.26 |
Data as of 06/05/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGFSX (Gabelli Global Financial Services Fund Class A) |
2.64%
Sep 2019 – Sep 2022 |
6.97%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGFSX (Gabelli Global Financial Services Fund Class A) |
32.10%
Sep 2022 – Sep 2025 |
25.59%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart