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ISIN
US36261K4004
Issuer
Gabelli
Inception Date
May 9, 2022
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$50M

Share Price Chart


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Performance

GABF Performance Chart

Gabelli Financial Services Opportunities ETF (GABF) is down 4.1% since the beginning of the year. GABF is currently trading at $44 per share.


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S&P 500 Index

Returns By Period

Gabelli Financial Services Opportunities ETF (GABF) has returned -4.05% so far this year and -0.43% over the past 12 months.


Gabelli Financial Services Opportunities ETF

1D
-0.27%
1M
1.29%
YTD
-4.05%
6M
-5.37%
1Y
-0.43%
3Y*
21.66%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GABF Monthly Returns History

Based on dividend-adjusted daily data since May 10, 2022, GABF's average daily return is +0.08%, while the average monthly return is +1.55%. At this rate, an investment would double in approximately 3.8 years.

Historically, 56% of months were positive and 44% were negative. The best month was Jan 2023 with a return of +13.9%, while the worst month was Jun 2022 at -12.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.

On a daily basis, GABF closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.3%, while the worst single day was Apr 4, 2025 at -7.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.88%-5.41%-3.92%7.53%-2.24%1.32%-4.05%
20254.14%-0.59%-6.68%-2.43%5.38%5.08%1.81%1.40%-1.59%-3.72%-0.67%2.16%3.60%
20242.75%5.50%4.40%-3.07%5.49%0.95%7.49%2.60%0.99%6.09%11.25%-5.97%44.38%
202313.94%-0.71%-4.52%0.85%-2.12%7.49%6.04%-0.93%-2.61%-3.09%11.79%9.36%38.92%
20227.04%-12.17%10.23%-2.23%-9.56%11.20%4.98%-6.55%-0.04%

Benchmark Metrics

Gabelli Financial Services Opportunities ETF has an annualized alpha of 3.03%, beta of 0.95, and R2 of 0.61 versus S&P 500 Index. Calculated based on daily prices since May 10, 2022.

  • This ETF captured 101.06% of S&P 500 Index gains but only 93.41% of its losses - a favorable profile for investors.
  • This ETF generated an annualized alpha of 3.03% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • With beta of 0.95 and R2 of 0.61, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
3.03%
Beta
0.95
0.61
Upside Capture
101.06%
Downside Capture
93.41%

Expense Ratio

GABF has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

GABF ranks 8 for risk / return — in the bottom 8% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


GABF Risk / Return Rank: 88
Overall Rank
GABF Sharpe Ratio Rank: 88
Sharpe Ratio Rank
GABF Sortino Ratio Rank: 88
Sortino Ratio Rank
GABF Omega Ratio Rank: 88
Omega Ratio Rank
GABF Calmar Ratio Rank: 88
Calmar Ratio Rank
GABF Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Gabelli Financial Services Opportunities ETF (GABF) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GABFBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-2.05

Sortino ratioReturn per unit of downside risk

-2.67

Omega ratioGain probability vs. loss probability

1.01

1.37

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.02

2.78

-2.81

Martin ratioReturn relative to average drawdown

-0.06

12.44

-12.50

Dividends

Dividend History

Gabelli Financial Services Opportunities ETF provided a 2.05% dividend yield over the last twelve months, with an annual payout of $0.91 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.50$1.00$1.50$2.002022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.91$0.91$1.91$1.62$0.33

Dividend yield

2.05%1.96%4.19%4.95%1.31%

Monthly Dividends

The table displays the monthly dividend distributions for Gabelli Financial Services Opportunities ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.91$0.91
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.91$1.91
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.62$1.62
2022$0.33$0.33

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Gabelli Financial Services Opportunities ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Gabelli Financial Services Opportunities ETF was 20.86%, occurring on Apr 8, 2025. Recovery took 63 trading sessions.

The current Gabelli Financial Services Opportunities ETF drawdown is 8.77%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-20.86%Apr 2025
2mo3mo 3d
5mo 3dFeb 2025 - Jul 2025
2026 correction2026
-17.16%Mar 2026
6mo 9d
9mo 7dSep 2025 - now
Bear market2022
-17.14%Oct 2022
1mo 26d3mo 7d
5mo 3dAug 2022 - Jan 2023
2023 correction2023
-14.12%Mar 2023
1mo 14d3mo 21d
5mo 5dFeb 2023 - Jul 2023
Bear market2022
-13.50%Jun 2022
13d1mo 26d
2mo 9dJun 2022 - Aug 2022

Drawdown Indicators


GABFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-20.86%

-56.78%

+35.92%

Max Drawdown (1Y)

Largest decline over 1 year

-17.16%

-9.10%

-8.06%

Max Drawdown (3Y)

Largest decline over 3 years

-20.86%

-18.90%

-1.96%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-8.77%

-1.80%

-6.97%

Average Drawdown

Average peak-to-trough decline

-4.90%

-10.71%

+5.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.52%

2.03%

+5.49%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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