GABGX vs. FUTY

In the year-to-date period, GABGX achieves a 2.67% return, which is significantly lower than FUTY's 10.18% return. Over the past 10 years, GABGX has underperformed FUTY with an annualized return of 8.25%, while FUTY has yielded a comparatively higher 9.78% annualized return.

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GABGX has a 1.34% expense ratio, which is higher than FUTY's 0.08% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gabelli Growth Fund (GABGX) and Fidelity MSCI Utilities Index ETF (FUTY). 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.

The current GABGX Sharpe Ratio is 0.40, which is lower than the FUTY Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of GABGX and FUTY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GABGX has not paid dividends to shareholders, while FUTY's dividend yield for the trailing twelve months is around 2.69%.

The maximum GABGX drawdown since its inception was -69.52%, which is greater than FUTY's maximum drawdown of -36.44%. Use the drawdown chart below to compare losses from any high point for GABGX and FUTY. For additional features, visit the drawdowns tool.

Gabelli Growth Fund (GABGX) has a higher volatility of 5.56% compared to Fidelity MSCI Utilities Index ETF (FUTY) at 4.14%. This indicates that GABGX's price experiences larger fluctuations and is considered to be riskier than FUTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.