Gabelli Global Rising Income And Dividend Fund Class A: (MF: GAGAX)
(NASDAQ Mutual Funds) As of Aug 26, 2025 08:00 PM ET
$36.05 USD
-0.05 (-0.14%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.80 | 17 |
3 months | 7.71 | 70 |
6 months | 9.78 | 17 |
1 Year | 12.14 | 52 |
3 Year | 8.18 | 80 |
5 Year | 10.08 | 54 |
10 Year | 5.97 | 88 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 85.65 |
Bear Market (10/07 - 2/09) | -44.79 |
Bull Market (2/09 - 3/21) | 229.89 |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 10.80 |
5 Year | 9.81 |
10 Year | 5.40 |
Since Inception | 3.72 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 4.82 | 7.77 | NA | NA |
2024 | 3.16 | -4.59 | 8.36 | -4.28 |
2023 | 6.29 | 1.39 | -7.94 | 10.79 |
2022 | -6.56 | -14.69 | -8.55 | 15.75 |
2021 | 7.32 | 7.10 | -1.43 | 7.08 |
2020 | -24.70 | 13.97 | 8.17 | 20.31 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.80 | 2.07 | 9.92 | -15.62 | 21.32 | 11.69 | 14.37 | -14.02 | 20.94 | 5.36 | 0.40 |
% Total Return Rel to Index | 2.61 | -17.14 | -14.48 | 3.47 | 3.16 | -2.38 | -10.82 | -3.59 | 0.83 | 0.03 | 3.16 |
% Total Return Rel to Peer | 3.05 | -10.30 | -8.71 | 3.94 | 5.12 | -4.97 | -10.36 | -3.99 | -1.28 | -0.20 | 2.68 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 4.00 | 5.00 | 5.00 | 4.00 | 3.00 | 3.00 |
% Dividends | 0.00 | 0.70 | 0.58 | 0.24 | 0.37 | 0.19 | 0.07 | 0.21 | 0.08 | 0.21 | 0.00 |
% Yield | 0.00 | 2.19 | 2.17 | 0.78 | 0.99 | 0.63 | 0.26 | 0.86 | 0.30 | 0.89 | 0.00 |
Capital Gains ($) | 0.00 | 0.23 | 0.15 | 0.79 | 0.18 | 0.00 | 0.05 | 0.18 | 0.30 | 0.00 | 0.29 |
Expense Ratio | 0.00 | 0.90 | 0.90 | 0.90 | 0.90 | 0.90 | 1.66 | 1.67 | 1.62 | 1.61 | 1.75 |
* 1 = Top 20%, 5 = Bottom 20%