Gabelli Global Rising Income And Dividend Fund Class I: (MF: GAGIX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$34.14 USD
+0.05 (0.15%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 12.98 | 24 |
3 months | 7.79 | 76 |
6 months | 12.98 | 24 |
1 Year | 17.17 | 29 |
3 Year | 10.30 | 85 |
5 Year | 11.06 | 56 |
10 Year | 6.25 | 86 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 91.88 |
Bear Market (10/07 - 2/09) | -44.59 |
Bull Market (2/09 - 3/21) | 239.85 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 17.17 |
5 Year | 11.05 |
10 Year | 6.25 |
Since Inception | 4.34 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 4.81 | 7.79 | NA | NA |
2024 | 3.12 | -4.58 | 8.35 | -4.28 |
2023 | 6.28 | 1.39 | -7.95 | 10.84 |
2022 | -6.57 | -14.69 | -8.54 | 15.76 |
2021 | 7.34 | 7.09 | -1.40 | 7.07 |
2020 | -24.69 | 13.94 | 8.20 | 20.27 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 12.98 | 2.04 | 9.94 | -15.61 | 21.36 | 11.66 | 15.14 | -13.45 | 21.69 | 5.73 | 0.60 |
% Total Return Rel to Index | 3.22 | -17.18 | -14.47 | 3.47 | 3.19 | -2.40 | -10.05 | -3.02 | 1.57 | 0.40 | 3.36 |
% Total Return Rel to Peer | 2.38 | -10.34 | -8.69 | 3.94 | 5.15 | -5.00 | -9.59 | -3.42 | -0.53 | 0.16 | 2.87 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 4.00 | 5.00 | 4.00 | 4.00 | 3.00 | 2.00 |
% Dividends | 0.00 | 0.70 | 0.58 | 0.24 | 0.37 | 0.19 | 0.24 | 0.40 | 0.20 | 0.31 | 0.03 |
% Yield | 0.00 | 2.18 | 2.16 | 0.78 | 0.99 | 0.63 | 0.88 | 1.63 | 0.69 | 1.29 | 0.14 |
Capital Gains ($) | 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 | 0.99 | 1.00 | 1.00 | 1.27 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%