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Gabelli Focused Gr and Inc A (GWSAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.42+0.04 (+0.24%)
At close: 06:45PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.48%
5-Year Average Return8.61%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Jul 1, 2024)30.68%
Worst 1 Yr Total Return (Jul 1, 2024)N/A
Best 3-Yr Total Return30.68%
Worst 3-Yr Total Return-3.88%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGWSAXCategory
YTD6.13%13.38%
1-Month4.45%1.16%
3-Month4.57%6.75%
1-Year19.00%40.77%
3-Year3.42%13.59%
5-Year11.34%13.52%
10-Year3.46%10.48%
Last Bull Market19.69%21.11%
Last Bear Market-12.52%-19.34%

Annual Total Return (%) History

Year
GWSAXCategory
2024
N/AN/A
2023
11.90%N/A
2022
-13.72%N/A
2021
27.15%N/A
2020
8.69%15.41%
2019
26.78%24.78%
2018
-25.30%-9.27%
2017
17.07%18.41%
2016
1.55%8.45%
2015
-13.12%-1.74%
2014
3.76%5.50%
2013
30.68%26.84%
2012
26.30%15.29%
2011
-6.78%-4.13%
2010
27.45%14.83%
2009
29.11%30.03%
2008
-34.24%-38.64%
2007
3.49%7.48%
2006
10.99%14.66%
2005
6.41%7.75%
2004
20.68%12.45%
2003
20.63%30.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.67%N/AN/AN/A
20231.32%5.51%-3.32%8.26%
20220.08%-12.52%-4.39%3.06%
202110.09%9.56%0.16%5.26%
2020-31.75%25.58%5.70%19.98%
201912.30%2.92%2.92%6.58%
2018-6.59%1.46%0.29%-21.40%
20177.68%4.78%3.58%0.18%
20161.51%-0.08%8.46%-7.69%
20152.76%-1.28%-17.49%3.80%
2014-0.92%6.84%-4.48%2.61%
201310.72%3.23%3.13%10.86%
20129.98%-1.42%7.48%8.39%
20119.04%-3.44%-24.57%17.37%
20109.68%-12.74%15.11%15.68%
2009-14.24%26.38%16.20%2.51%
2008-9.33%1.29%-0.85%-27.78%
20071.97%5.87%0.55%-4.66%
20067.61%-5.96%-1.55%11.41%
2005-1.60%3.84%4.12%0.01%
20045.15%2.29%-1.16%13.51%
2003-8.00%8.80%5.59%14.13%

Rank In Category (By Total Return)

YTD80
1-Month18
3-Month6
1-Year80
3-Year52
5-Year20

Load Adjusted Returns

1-Year12.16%
3-Year1.40%
5-Year10.03%
10-Year2.85%