GRX vs. ATRO

Last updated Apr 1, 2026

Compare and contrast key facts about The Gabelli Healthcare & Wellness Trust (GRX) and Astronics Corporation (ATRO).

Performance

GRX vs. ATRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Gabelli Healthcare & Wellness Trust (GRX) and Astronics Corporation (ATRO). The values are adjusted to include any dividend payments, if applicable.

GRX vs. ATRO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GRX The Gabelli Healthcare & Wellness Trust	-4.29%	7.03%	9.58%	-3.32%	-19.95%	22.07%	9.83%	31.31%	-5.75%	15.08%
ATRO Astronics Corporation	23.03%	239.85%	-8.38%	69.13%	-14.17%	-9.30%	-52.67%	-8.21%	-13.21%	22.55%

Fundamentals

Market Cap GRX : $138.98M ATRO : $2.57B
EPS GRX : $0.13 ATRO : $0.80
PE Ratio GRX : 69.36 ATRO : 83.55
PEG Ratio GRX : 0.67 ATRO : 7.32
PS Ratio GRX : 4.59 ATRO : 2.85
PB Ratio GRX : 0.88 ATRO : 18.33
Total Revenue (TTM) GRX : $30.34M ATRO : $862.13M
Gross Profit (TTM) GRX : $17.52M ATRO : $258.16M
EBITDA (TTM) GRX : $7.42M ATRO : $60.27M

Returns By Period

In the year-to-date period, GRX achieves a -4.29% return, which is significantly lower than ATRO's 23.03% return. Over the past 10 years, GRX has underperformed ATRO with an annualized return of 5.03%, while ATRO has yielded a comparatively higher 7.53% annualized return.

GRX

• 1D: 1.12%
• 1M: -7.56%
• YTD: -4.29%
• 6M: 3.41%
• 1Y: -3.52%
• 3Y*: 2.87%
• 5Y*: 0.08%
• 10Y*: 5.03%

ATRO

• 1D: 7.08%
• 1M: -17.23%
• YTD: 23.03%
• 6M: 46.31%
• 1Y: 176.09%
• 3Y*: 70.94%
• 5Y*: 29.62%
• 10Y*: 7.53%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

GRX vs. ATRO — Risk / Return Rank

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

GRX

GRX Risk / Return Rank: 29
GRX Sharpe Ratio Rank: 30
GRX Sortino Ratio Rank: 25
GRX Omega Ratio Rank: 25
GRX Calmar Ratio Rank: 33
GRX Martin Ratio Rank: 33

ATRO

ATRO Risk / Return Rank: 96
ATRO Sharpe Ratio Rank: 97
ATRO Sortino Ratio Rank: 95
ATRO Omega Ratio Rank: 94
ATRO Calmar Ratio Rank: 97
ATRO Martin Ratio Rank: 98

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.

GRX vs. ATRO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Gabelli Healthcare & Wellness Trust (GRX) and Astronics Corporation (ATRO). 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.

	GRX	ATRO	Difference
Sharpe ratio Return per unit of total volatility	-0.23	3.18	-3.41
Sortino ratio Return per unit of downside risk	-0.21	3.58	-3.79
Omega ratio Gain probability vs. loss probability	0.97	1.48	-0.51
Calmar ratio Return relative to maximum drawdown	-0.27	7.29	-7.56
Martin ratio Return relative to average drawdown	-0.53	24.54	-25.07
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GRX vs. ATRO - Sharpe Ratio Comparison

The current GRX Sharpe Ratio is -0.23, which is lower than the ATRO Sharpe Ratio of 3.18. The chart below compares the historical Sharpe Ratios of GRX and ATRO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	GRX	ATRO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.23	3.18	-3.41
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.55	-0.54
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.29	0.13	+0.16
Sharpe Ratio (All Time) Calculated using the full available price history	0.27	0.21	+0.06

Correlation

The correlation between GRX and ATRO is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

GRX vs. ATRO - Dividend Comparison

GRX's dividend yield for the trailing twelve months is around 7.51%, while ATRO has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
GRX The Gabelli Healthcare & Wellness Trust	7.51%	6.85%	6.22%	6.43%	5.84%	7.07%	4.85%	4.86%	5.62%	5.04%	5.51%	4.98%
ATRO Astronics Corporation	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

GRX vs. ATRO - Drawdown Comparison

The maximum GRX drawdown since its inception was -64.35%, smaller than the maximum ATRO drawdown of -90.12%. Use the drawdown chart below to compare losses from any high point for GRX and ATRO.

Drawdown Indicators

	GRX	ATRO	Difference
Max Drawdown Largest peak-to-trough decline	-64.35%	-90.12%	+25.77%
Max Drawdown (1Y) Largest decline over 1 year	-8.67%	-23.39%	+14.72%
Max Drawdown (5Y) Largest decline over 5 years	-37.34%	-62.90%	+25.56%
Max Drawdown (10Y) Largest decline over 10 years	-37.34%	-85.52%	+48.18%
Current Drawdown Current decline from peak	-13.84%	-17.97%	+4.13%
Average Drawdown Average peak-to-trough decline	-17.53%	-38.24%	+20.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.77%	6.95%	-2.18%

Volatility

GRX vs. ATRO - Volatility Comparison

The current volatility for The Gabelli Healthcare & Wellness Trust (GRX) is 4.85%, while Astronics Corporation (ATRO) has a volatility of 20.34%. This indicates that GRX experiences smaller price fluctuations and is considered to be less risky than ATRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GRX	ATRO	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.85%	20.34%	-15.49%
Volatility (6M) Calculated over the trailing 6-month period	8.98%	35.71%	-26.73%
Volatility (1Y) Calculated over the trailing 1-year period	15.24%	55.80%	-40.56%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.15%	54.63%	-38.48%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.47%	56.55%	-39.08%

Financials

GRX vs. ATRO - Profitability Comparison

The chart below illustrates the profitability comparison between The Gabelli Healthcare & Wellness Trust and Astronics Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

GRX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Gabelli Healthcare & Wellness Trust reported a gross profit of 5.23M and revenue of 6.42M. Therefore, the gross margin over that period was 81.4%.

ATRO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Astronics Corporation reported a gross profit of 79.97M and revenue of 240.07M. Therefore, the gross margin over that period was 33.3%.

GRX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Gabelli Healthcare & Wellness Trust reported an operating income of 4.90M and revenue of 6.42M, resulting in an operating margin of 76.3%.

ATRO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Astronics Corporation reported an operating income of 35.46M and revenue of 240.07M, resulting in an operating margin of 14.8%.

GRX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Gabelli Healthcare & Wellness Trust reported a net income of 3.82M and revenue of 6.42M, resulting in a net margin of 59.5%.

ATRO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Astronics Corporation reported a net income of 29.62M and revenue of 240.07M, resulting in a net margin of 12.3%.