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ISIN
US36464T8449
CUSIP
36464T844
Issuer
Gabelli
Inception Date
Feb 6, 1994
Min. Investment
$1,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

Share Price Chart


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Performance

GICPX Performance Chart

Gabelli Global Growth Fund (GICPX) is up 4.1% since the beginning of the year. GICPX is currently trading at $60 per share. Investors who bought $1,000 worth of GICPX shares 5 years ago would now be looking at an investment worth $1,461.


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S&P 500 Index

Returns By Period

Gabelli Global Growth Fund (GICPX) has returned 4.13% so far this year and 13.03% over the past 12 months. Over the last ten years, GICPX has had an annualized return of 13.17%, just under the S&P 500 Index benchmark’s 13.65%.


Gabelli Global Growth Fund

1D
-0.88%
1M
2.35%
YTD
4.13%
6M
4.08%
1Y
13.03%
3Y*
18.25%
5Y*
7.87%
10Y*
13.17%

Benchmark (S&P 500 Index)

1D
0.41%
1M
4.48%
YTD
10.79%
6M
10.60%
1Y
27.02%
3Y*
21.07%
5Y*
12.39%
10Y*
13.65%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GICPX Monthly Returns History

Based on dividend-adjusted daily data since Jan 3, 1995, GICPX's average daily return is +0.05%, while the average monthly return is +0.95%. At this rate, an investment would double in approximately 6.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Dec 1999 with a return of +20.2%, while the worst month was Oct 2008 at -19.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 6 months.

On a daily basis, GICPX closed higher 54% of trading days. The best single day was Dec 30, 1997 with a return of +18.3%, while the worst single day was Dec 31, 1997 at -14.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-0.46%-0.38%-6.77%9.85%3.61%-1.03%4.13%
20254.98%-2.45%-7.06%2.43%6.15%5.16%1.01%-0.06%2.70%2.15%-0.78%-0.42%13.90%
20245.29%7.84%2.02%-3.92%7.13%4.31%-3.27%3.72%2.00%-1.89%5.39%-3.72%26.70%
202311.63%-2.97%7.44%1.28%1.47%5.90%1.43%-2.92%-6.04%-0.87%11.40%3.91%34.47%
2022-12.03%-4.72%1.53%-15.32%-2.94%-8.66%13.66%-6.30%-11.24%3.73%7.85%-7.42%-37.45%
2021-1.19%-0.15%-2.09%6.67%0.95%5.23%3.98%4.18%-5.52%7.99%-1.25%1.35%21.09%

Benchmark Metrics

Gabelli Global Growth Fund has an annualized alpha of 1.72%, beta of 0.93, and R2 of 0.73 versus S&P 500 Index. Calculated based on daily prices since January 04, 1995.

  • This fund captured 108.51% of S&P 500 Index gains and 105.38% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 0.93 and R2 of 0.73, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.72%
Beta
0.93
0.73
Upside Capture
108.51%
Downside Capture
105.38%

Expense Ratio

GICPX has an expense ratio of 0.90%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GICPX ranks 14 for risk / return — in the bottom 14% of mutual funds 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.


GICPX Risk / Return Rank: 1414
Overall Rank
GICPX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
GICPX Sortino Ratio Rank: 1515
Sortino Ratio Rank
GICPX Omega Ratio Rank: 1414
Omega Ratio Rank
GICPX Calmar Ratio Rank: 1212
Calmar Ratio Rank
GICPX Martin Ratio Rank: 1717
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 Global Growth Fund (GICPX) and compare them to S&P 500 Index.


GICPXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.24

Sortino ratioReturn per unit of downside risk

-1.58

Omega ratioGain probability vs. loss probability

1.19

1.41

-0.23

Calmar ratioReturn relative to maximum drawdown

1.11

2.98

-1.88

Martin ratioReturn relative to average drawdown

4.42

13.78

-9.35

Dividends

Dividend History

Gabelli Global Growth Fund provided a 13.30% dividend yield over the last twelve months, with an annual payout of $8.05 per share.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$2.00$4.00$6.00$8.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$8.05$8.05$0.00$0.14$0.06$2.30$1.12$3.60$2.52$1.06$1.89$1.62

Dividend yield

13.30%13.85%0.00%0.30%0.18%4.21%2.37%10.11%8.42%3.16%7.08%5.73%

Monthly Dividends

The table displays the monthly dividend distributions for Gabelli Global Growth Fund. 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$8.05$8.05
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.06$0.06
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$2.30$2.30

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 Global Growth Fund. 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 Global Growth Fund was 72.92%, occurring on Oct 9, 2002. Recovery took 2870 trading sessions.

The current Gabelli Global Growth Fund drawdown is 1.21%.


Related event

Drawdown

Fall

Recovery

Underwater

Dot-com crash2000–2002
-72.92%Oct 2002
2y 7mo11y 5mo
13y 12moMar 2000 - Mar 2014
Bear market2022
-43.93%Oct 2022
10mo 26d1y 8mo
2y 6moNov 2021 - Jun 2024
COVID crash2020
-29.32%Mar 2020
1mo 2d2mo 18d
3mo 20dFeb 2020 - Jun 2020
1998 bear market1998
-26.03%Oct 1998
2mo 19d2mo 24d
5mo 13dJul 1998 - Dec 1998
Rate-hike selloffLate 2018
-20.19%Dec 2018
3mo 26d3mo 17d
7mo 13dAug 2018 - Apr 2019

Drawdown Indicators


GICPXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-72.92%

-56.78%

-16.14%

Max Drawdown (1Y)

Largest decline over 1 year

-12.45%

-9.10%

-3.35%

Max Drawdown (3Y)

Largest decline over 3 years

-18.66%

-18.90%

+0.24%

Max Drawdown (5Y)

Largest decline over 5 years

-43.93%

-25.43%

-18.50%

Max Drawdown (10Y)

Largest decline over 10 years

-43.93%

-33.92%

-10.01%

Current Drawdown

Current decline from peak

-1.21%

-0.33%

-0.88%

Average Drawdown

Average peak-to-trough decline

-22.12%

-10.72%

-11.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

1.97%

+1.14%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with GICPX

Add Gabelli Global Growth Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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