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Gabelli Global Financial Services Fund Class AAA (GAFSX) Sharpe Ratio: 2.32

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

The Gabelli Global Financial Services Fund invests primarily in the common stocks of companies within the financial services sector, aiming to identify and purchase stocks trading at a discount to their private market value, focusing on high-quality companies with strong management and solid financial fundamentals.

GAFSX's Sharpe Ratio of 2.32 indicates that for each unit of volatility, it generates 2.32 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Jun 25, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

GAFSX Sharpe Ratio Rank

GAFSX Sharpe Ratio Rank: 79.579
Above Average

GAFSX ranks above 79.5% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating above-average returns relative to volatility. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Above-average risk-adjusted returns with room for improvement
  • Compare against category peers to gauge relative positioning
  • Monitor for movement toward top tier or decline toward median
  • Consider pairing with top-tier holdings to improve portfolio efficiency

GAFSX Sharpe Ratio Market Positioning

The chart shows GAFSX's Sharpe Ratio relative to all mutual funds on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): 1.18 or lower
  • Yellow zone (middle 50%): 1.18 to 2.12
  • Green zone (top 25%): 2.12 or higher
  • Top 1%: 3.98+
  • Median: 1.73 — half of all investments score higher

How it compares to other similar mutual funds

The table compares Gabelli Global Financial Services Fund Class AAA's Sharpe Ratio with other mutual funds in the Financials Equities category across multiple time periods, showing how GAFSX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
GAFSXGabelli Global Financial Services Fund Class AAA2.32
GFSIXGabelli Global Financial Services Fund2.14
RMBKXRMB Mendon Financial Services Fund1.88
RYKIXRydex Banking Fund1.66
HSFNXHennessy Small Cap Financial Fund1.52
FRBAXJohn Hancock Regional Bank Fund1.43
FSRBXFidelity Select Banking Portfolio1.09
BTOJohn Hancock Financial Opportunities Fund1.03
RPFGXDavis Financial Fund0.99
FIKBXFidelity Advisor Financial Services Fund Class Z0.88

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows GAFSX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when GAFSX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Sharpe Ratio Calculator

How does GAFSX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

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