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GTTIX vs. FELAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

GTTIX vs. FELAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Gabelli Global Content & Connectivity Fund Class I (GTTIX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). The values are adjusted to include any dividend payments, if applicable.

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GTTIX vs. FELAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GTTIX
Gabelli Global Content & Connectivity Fund Class I
-2.99%27.42%14.93%22.82%-28.59%5.17%16.44%16.44%-11.28%14.18%
FELAX
Fidelity Advisor Semiconductors Fund Class A
0.28%44.88%43.74%75.08%-35.07%57.50%43.57%63.76%-12.76%34.12%

Returns By Period

In the year-to-date period, GTTIX achieves a -2.99% return, which is significantly lower than FELAX's 0.28% return. Over the past 10 years, GTTIX has underperformed FELAX with an annualized return of 5.96%, while FELAX has yielded a comparatively higher 29.63% annualized return.


GTTIX

1D
-0.88%
1M
-7.81%
YTD
-2.99%
6M
-2.67%
1Y
19.49%
3Y*
16.42%
5Y*
4.59%
10Y*
5.96%

FELAX

1D
-4.25%
1M
-10.01%
YTD
0.28%
6M
8.18%
1Y
77.14%
3Y*
38.05%
5Y*
27.80%
10Y*
29.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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GTTIX vs. FELAX - Expense Ratio Comparison

GTTIX has a 0.90% expense ratio, which is lower than FELAX's 1.01% expense ratio.


Return for Risk

GTTIX vs. FELAX — Risk / Return Rank

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

GTTIX
GTTIX Risk / Return Rank: 6565
Overall Rank
GTTIX Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
GTTIX Sortino Ratio Rank: 7171
Sortino Ratio Rank
GTTIX Omega Ratio Rank: 6060
Omega Ratio Rank
GTTIX Calmar Ratio Rank: 7575
Calmar Ratio Rank
GTTIX Martin Ratio Rank: 4545
Martin Ratio Rank

FELAX
FELAX Risk / Return Rank: 9292
Overall Rank
FELAX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
FELAX Sortino Ratio Rank: 9090
Sortino Ratio Rank
FELAX Omega Ratio Rank: 8686
Omega Ratio Rank
FELAX Calmar Ratio Rank: 9797
Calmar Ratio Rank
FELAX Martin Ratio Rank: 9797
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.

GTTIX vs. FELAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Gabelli Global Content & Connectivity Fund Class I (GTTIX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.


GTTIXFELAXDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.93

-0.63

Sortino ratio

Return per unit of downside risk

1.81

2.54

-0.73

Omega ratio

Gain probability vs. loss probability

1.24

1.36

-0.12

Calmar ratio

Return relative to maximum drawdown

1.78

4.16

-2.37

Martin ratio

Return relative to average drawdown

4.64

15.82

-11.19

GTTIX vs. FELAX - Sharpe Ratio Comparison

The current GTTIX Sharpe Ratio is 1.30, which is lower than the FELAX Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of GTTIX and FELAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


GTTIXFELAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.93

-0.63

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.74

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

0.87

-0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

0.41

0.39

+0.01

Correlation

The correlation between GTTIX and FELAX is 0.63, 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

GTTIX vs. FELAX - Dividend Comparison

GTTIX's dividend yield for the trailing twelve months is around 18.49%, more than FELAX's 6.94% yield.


TTM20252024202320222021202020192018201720162015
GTTIX
Gabelli Global Content & Connectivity Fund Class I
18.49%17.94%0.00%0.32%2.29%6.74%3.09%7.22%6.96%7.11%7.34%8.62%
FELAX
Fidelity Advisor Semiconductors Fund Class A
6.94%6.96%7.02%3.40%3.32%4.34%4.51%1.00%20.15%9.67%0.36%10.71%

Drawdowns

GTTIX vs. FELAX - Drawdown Comparison

The maximum GTTIX drawdown since its inception was -39.84%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for GTTIX and FELAX.


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Drawdown Indicators


GTTIXFELAXDifference

Max Drawdown

Largest peak-to-trough decline

-39.84%

-71.33%

+31.49%

Max Drawdown (1Y)

Largest decline over 1 year

-9.45%

-17.10%

+7.65%

Max Drawdown (5Y)

Largest decline over 5 years

-39.84%

-46.15%

+6.31%

Max Drawdown (10Y)

Largest decline over 10 years

-39.84%

-46.15%

+6.31%

Current Drawdown

Current decline from peak

-7.99%

-14.66%

+6.67%

Average Drawdown

Average peak-to-trough decline

-8.22%

-22.02%

+13.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.67%

4.49%

-0.82%

Volatility

GTTIX vs. FELAX - Volatility Comparison

The current volatility for Gabelli Global Content & Connectivity Fund Class I (GTTIX) is 4.71%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 10.50%. This indicates that GTTIX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GTTIXFELAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.71%

10.50%

-5.79%

Volatility (6M)

Calculated over the trailing 6-month period

9.96%

24.76%

-14.80%

Volatility (1Y)

Calculated over the trailing 1-year period

14.62%

39.68%

-25.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.26%

37.96%

-21.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.30%

34.34%

-18.04%