Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) | 6.14% | 14.89% | 10.12% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUXPX (Gabelli Utilities Fund Class C) | 09/01/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 14.89 | 10.12 | NA | NA | NA | NA | … | … | 6.14 | 15.87 | 11.71 | -8.13 | -5.94 |
| Sharpe Ratio | NA | 1.14 | 0.50 | NA | NA | NA | NA | … | … | 0.98 | 0.99 | 0.63 | -0.78 | -0.82 |
| Standard Deviation(%) | NA | 10.72 | 13.60 | NA | NA | NA | NA | … | … | 12.61 | 13.18 | 12.93 | 15.29 | 23.97 |
| Draw Down(%) | NA | 8.21 | 16.65 | NA | NA | NA | NA | … | … | 8.21 | 8.57 | 8.43 | 20.50 | 16.95 |
| Yield(%) | 0.00 | 14.98 | 13.85 | 8.19 | 4.10 | 2.73 | 2.05 | … | … | 5.31 | 16.31 | 17.88 | 11.48 | 2.20 |
Data as of 06/05/2026, Common starting date 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) |
5.94%
Dec 2022 – Dec 2025 |
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) |
11.55%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart