PortfoliosLab logoPortfoliosLab logo
ARBFX vs. GABCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ARBFX vs. GABCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Arbitrage Fund (ARBFX) and Gabelli ABC Fund (GABCX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ARBFX vs. GABCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARBFX
The Arbitrage Fund
0.45%8.01%2.61%5.94%-1.02%0.85%5.42%3.57%2.12%2.59%
GABCX
Gabelli ABC Fund
1.20%5.86%2.97%6.84%-2.02%4.37%2.90%4.80%0.20%2.20%

Returns By Period

In the year-to-date period, ARBFX achieves a 0.45% return, which is significantly lower than GABCX's 1.20% return. Both investments have delivered pretty close results over the past 10 years, with ARBFX having a 3.20% annualized return and GABCX not far behind at 3.13%.


ARBFX

1D
0.00%
1M
-0.37%
YTD
0.45%
6M
2.38%
1Y
5.95%
3Y*
5.57%
5Y*
3.01%
10Y*
3.20%

GABCX

1D
-0.09%
1M
-2.14%
YTD
1.20%
6M
1.45%
1Y
6.72%
3Y*
5.01%
5Y*
3.35%
10Y*
3.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ARBFX vs. GABCX - Expense Ratio Comparison

ARBFX has a 1.43% expense ratio, which is higher than GABCX's 0.79% expense ratio.


Return for Risk

ARBFX vs. GABCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARBFX
ARBFX Risk / Return Rank: 9696
Overall Rank
ARBFX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
ARBFX Sortino Ratio Rank: 9797
Sortino Ratio Rank
ARBFX Omega Ratio Rank: 9696
Omega Ratio Rank
ARBFX Calmar Ratio Rank: 9595
Calmar Ratio Rank
ARBFX Martin Ratio Rank: 9797
Martin Ratio Rank

GABCX
GABCX Risk / Return Rank: 6969
Overall Rank
GABCX Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
GABCX Sortino Ratio Rank: 7272
Sortino Ratio Rank
GABCX Omega Ratio Rank: 6363
Omega Ratio Rank
GABCX Calmar Ratio Rank: 7676
Calmar Ratio Rank
GABCX Martin Ratio Rank: 6464
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.

ARBFX vs. GABCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Arbitrage Fund (ARBFX) and Gabelli ABC Fund (GABCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ARBFXGABCXDifference

Sharpe ratio

Return per unit of total volatility

2.45

1.25

+1.20

Sortino ratio

Return per unit of downside risk

3.79

1.79

+2.00

Omega ratio

Gain probability vs. loss probability

1.59

1.24

+0.35

Calmar ratio

Return relative to maximum drawdown

3.28

1.78

+1.49

Martin ratio

Return relative to average drawdown

16.11

6.15

+9.97

ARBFX vs. GABCX - Sharpe Ratio Comparison

The current ARBFX Sharpe Ratio is 2.45, which is higher than the GABCX Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of ARBFX and GABCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ARBFXGABCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.45

1.25

+1.20

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

0.72

+0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.73

0.74

-0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.88

-0.54

Correlation

The correlation between ARBFX and GABCX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

ARBFX vs. GABCX - Dividend Comparison

ARBFX's dividend yield for the trailing twelve months is around 3.57%, less than GABCX's 4.56% yield.


TTM20252024202320222021202020192018201720162015
ARBFX
The Arbitrage Fund
3.57%3.59%0.94%1.92%3.67%0.53%6.94%2.12%1.71%3.55%0.96%2.36%
GABCX
Gabelli ABC Fund
4.56%4.61%0.00%3.35%1.38%4.55%0.44%2.95%3.69%0.13%2.37%2.63%

Drawdowns

ARBFX vs. GABCX - Drawdown Comparison

The maximum ARBFX drawdown since its inception was -38.01%, which is greater than GABCX's maximum drawdown of -10.80%. Use the drawdown chart below to compare losses from any high point for ARBFX and GABCX.


Loading graphics...

Drawdown Indicators


ARBFXGABCXDifference

Max Drawdown

Largest peak-to-trough decline

-38.01%

-10.80%

-27.21%

Max Drawdown (1Y)

Largest decline over 1 year

-1.82%

-3.60%

+1.78%

Max Drawdown (5Y)

Largest decline over 5 years

-7.64%

-8.67%

+1.03%

Max Drawdown (10Y)

Largest decline over 10 years

-11.90%

-10.80%

-1.10%

Current Drawdown

Current decline from peak

-0.44%

-2.14%

+1.70%

Average Drawdown

Average peak-to-trough decline

-2.38%

-0.95%

-1.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

1.05%

-0.68%

Volatility

ARBFX vs. GABCX - Volatility Comparison

The current volatility for The Arbitrage Fund (ARBFX) is 0.61%, while Gabelli ABC Fund (GABCX) has a volatility of 1.32%. This indicates that ARBFX experiences smaller price fluctuations and is considered to be less risky than GABCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ARBFXGABCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.61%

1.32%

-0.71%

Volatility (6M)

Calculated over the trailing 6-month period

1.47%

3.44%

-1.97%

Volatility (1Y)

Calculated over the trailing 1-year period

2.47%

5.47%

-3.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.66%

4.68%

-1.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.42%

4.24%

+0.18%