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Gabelli Focused Gr and Inc AAA (GWSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.41-0.02 (-0.12%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.57%
5-Year Average Return10.38%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (May 27, 2024)30.71%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return30.71%
Worst 3-Yr Total Return-3.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGWSVXCategory
YTD1.51%13.38%
1-Month-2.92%1.16%
3-Month3.27%6.75%
1-Year10.31%40.77%
3-Year2.20%13.59%
5-Year7.86%13.52%
10-Year3.39%10.48%
Last Bull Market19.48%21.11%
Last Bear Market-12.50%-19.34%

Annual Total Return (%) History

Year
GWSVXCategory
2024
N/AN/A
2023
11.31%N/A
2022
-13.84%N/A
2021
27.04%N/A
2020
8.64%15.41%
2019
26.77%24.78%
2018
-25.28%-9.27%
2017
17.09%18.41%
2016
1.57%8.45%
2015
-13.18%-1.74%
2014
3.80%5.50%
2013
30.71%26.84%
2012
26.20%15.29%
2011
-6.75%-4.13%
2010
27.44%14.83%
2009
29.03%30.03%
2008
-34.21%-38.64%
2007
3.32%7.48%
2006
10.92%14.66%
2005
6.34%7.75%
2004
20.57%12.45%
2003
20.73%30.32%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.56%N/AN/AN/A
20231.21%5.39%-3.50%8.14%
20220.08%-12.50%-4.37%2.89%
202110.06%9.60%0.05%5.27%
2020-31.79%25.64%5.67%19.95%
201912.24%2.95%2.95%6.57%
2018-6.59%1.47%0.29%-21.40%
20177.68%4.83%3.54%0.18%
20161.53%-0.08%8.47%-7.70%
20152.72%-1.29%-17.47%3.75%
2014-0.93%6.84%-4.46%2.64%
201310.74%3.26%3.08%10.90%
20129.96%-1.43%7.45%8.37%
20119.12%-3.56%-24.52%17.39%
20109.77%-12.73%15.10%15.58%
2009-14.35%26.63%16.18%2.41%
2008-9.30%1.30%-0.85%-27.77%
20071.81%5.91%0.56%-4.71%
20067.54%-5.90%-1.55%11.33%
2005-1.53%3.69%4.13%0.02%
20045.15%2.29%-1.24%13.50%
2003-8.00%8.80%5.69%14.11%

Rank In Category (By Total Return)

YTD89
1-Month10
3-Month42
1-Year88
3-Year57
5-Year61

Load Adjusted Returns

1-Year10.31%
3-Year2.20%
5-Year7.86%
10-Year3.39%