GFSIX vs. BTO
Compare and contrast key facts about Gabelli Global Financial Services Fund (GFSIX) and John Hancock Financial Opportunities Fund (BTO).
GFSIX is managed by BlackRock. It was launched on Oct 1, 2018. BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994.
Performance
GFSIX vs. BTO - Performance Comparison
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GFSIX vs. BTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
GFSIX Gabelli Global Financial Services Fund | -3.88% | 36.58% | 28.17% | 25.77% | -11.12% | 29.11% | -1.28% | 9.12% | 0.39% |
BTO John Hancock Financial Opportunities Fund | 4.20% | 5.85% | 28.92% | -1.16% | -23.58% | 61.86% | -8.97% | 38.87% | -22.16% |
Returns By Period
In the year-to-date period, GFSIX achieves a -3.88% return, which is significantly lower than BTO's 4.20% return.
GFSIX
- 1D
- 0.10%
- 1M
- -7.47%
- YTD
- -3.88%
- 6M
- 4.15%
- 1Y
- 26.39%
- 3Y*
- 26.34%
- 5Y*
- 16.18%
- 10Y*
- —
BTO
- 1D
- 4.88%
- 1M
- 2.50%
- YTD
- 4.20%
- 6M
- 3.43%
- 1Y
- 13.12%
- 3Y*
- 14.52%
- 5Y*
- 6.15%
- 10Y*
- 10.87%
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GFSIX vs. BTO - Expense Ratio Comparison
GFSIX has a 1.00% expense ratio, which is lower than BTO's 2.01% expense ratio.
Return for Risk
GFSIX vs. BTO — Risk / Return Rank
GFSIX
BTO
GFSIX vs. BTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gabelli Global Financial Services Fund (GFSIX) and John Hancock Financial Opportunities Fund (BTO). 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.
| GFSIX | BTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.53 | +1.10 |
Sortino ratioReturn per unit of downside risk | 2.14 | 0.88 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.12 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.68 | 0.82 | +0.86 |
Martin ratioReturn relative to average drawdown | 6.48 | 2.13 | +4.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GFSIX | BTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.53 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.20 | +0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.30 | +0.33 |
Correlation
The correlation between GFSIX and BTO is 0.67, 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
GFSIX vs. BTO - Dividend Comparison
GFSIX's dividend yield for the trailing twelve months is around 1.93%, less than BTO's 7.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GFSIX Gabelli Global Financial Services Fund | 1.93% | 1.85% | 2.44% | 2.68% | 2.96% | 2.11% | 1.58% | 2.69% | 0.39% | 0.00% | 0.00% | 0.00% |
BTO John Hancock Financial Opportunities Fund | 7.25% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
Drawdowns
GFSIX vs. BTO - Drawdown Comparison
The maximum GFSIX drawdown since its inception was -46.39%, smaller than the maximum BTO drawdown of -72.27%. Use the drawdown chart below to compare losses from any high point for GFSIX and BTO.
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Drawdown Indicators
| GFSIX | BTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.39% | -72.27% | +25.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.92% | -16.79% | +4.87% |
Max Drawdown (5Y)Largest decline over 5 years | -28.07% | -51.80% | +23.73% |
Max Drawdown (10Y)Largest decline over 10 years | — | -65.70% | — |
Current DrawdownCurrent decline from peak | -9.33% | -8.00% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -7.72% | -19.08% | +11.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.44% | 6.45% | -3.01% |
Volatility
GFSIX vs. BTO - Volatility Comparison
The current volatility for Gabelli Global Financial Services Fund (GFSIX) is 3.94%, while John Hancock Financial Opportunities Fund (BTO) has a volatility of 7.28%. This indicates that GFSIX experiences smaller price fluctuations and is considered to be less risky than BTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GFSIX | BTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 7.28% | -3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 16.38% | -7.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.18% | 24.68% | -9.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 31.47% | -14.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 36.21% | -14.30% |