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The Gabelli Global Rising Income and Dividend Fund (GAGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.82-0.17 (-0.57%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.78%
5-year average return5.11%
Number of years up17
Number of years down5
Best 1-yr total return (20 Jun 2024)44.51%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return44.51%
Worst 3-yr total return2.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGAGAXCategory
YTD1.75%9.69%
1-month2.93%0.97%
3-month2.59%5.21%
1-year8.85%27.45%
3-year-0.59%8.85%
5-year6.96%8.56%
10-year4.81%5.61%
Last bull market18.48%10.63%
Last bear market-14.69%-12.05%

Annual total return (%) history

Year
GAGAXCategory
2024
N/AN/A
2023
9.90%N/A
2022
-15.62%N/A
2021
21.31%N/A
2020
11.69%9.83%
2019
14.35%14.61%
2018
-14.01%-7.70%
2017
20.93%12.63%
2016
5.38%5.99%
2015
0.41%-5.93%
2014
1.61%2.41%
2013
14.40%8.62%
2012
4.47%9.45%
2011
-6.65%-3.36%
2010
16.25%10.53%
2009
44.51%20.30%
2008
-43.14%-23.59%
2007
2.11%6.85%
2006
8.42%9.91%
2005
8.16%5.05%
2004
11.63%8.16%
2003
21.46%18.15%
2002
-4.71%-9.70%
2001
N/A-5.38%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.16%N/AN/AN/A
20236.29%1.40%-7.94%10.76%
2022-6.56%-14.69%-8.56%15.76%
20217.32%7.11%-1.43%7.07%
2020-24.70%13.97%8.17%20.32%
20196.90%2.80%-2.01%6.19%
2018-1.87%-1.83%3.62%-13.85%
20176.47%5.59%3.62%3.81%
20160.59%2.00%1.91%0.78%
20151.40%0.49%-3.86%2.49%
20140.81%2.33%-3.55%2.12%
20134.12%0.99%4.36%4.25%
20122.92%-0.46%2.20%-0.21%
20112.63%-1.64%-8.78%1.37%
20104.86%-1.19%7.28%4.59%
200910.07%7.14%18.41%3.48%
2008-5.23%-2.00%-16.91%-26.31%
20073.10%2.31%2.97%-5.99%
20066.10%-2.88%1.10%4.06%
2005-2.91%0.58%6.34%4.16%
20043.95%-0.07%0.09%7.38%
20032.10%9.36%3.65%4.95%
2002-1.95%-3.15%-8.33%9.47%
2001-12.96%4.38%N/AN/A

Rank in category (by total return)

YTD87
1-month53
3-month37
1-year75
3-year71
5-year36

Load adjusted returns

1-year2.59%
3-year-2.53%
5-year5.70%
10-year4.20%