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Gabelli Dividend Growth A (GBCAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.18+0.11 (+0.61%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.12%
5-year average return6.57%
Number of years up15
Number of years down5
Best 1-yr total return (30 Jun 2024)31.60%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return31.60%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGBCAXCategory
YTD5.41%4.44%
1-month1.85%-4.04%
3-month3.78%4.09%
1-year15.07%14.37%
3-year1.36%6.04%
5-year8.31%9.20%
10-year5.75%8.57%
Last bull market21.18%22.97%
Last bear market-12.59%-11.27%

Annual total return (%) history

Year
GBCAXCategory
2024
N/AN/A
2023
7.61%11.63%
2022
-9.64%-5.90%
2021
20.18%26.22%
2020
5.11%2.91%
2019
26.46%25.04%
2018
-11.03%-8.53%
2017
12.15%15.94%
2016
10.93%14.81%
2015
-5.60%-4.05%
2014
6.42%10.21%
2013
31.60%31.21%
2012
11.57%14.57%
2011
-0.50%-0.75%
2010
12.82%13.66%
2009
30.57%24.13%
2008
-33.66%-37.09%
2007
0.06%1.42%
2006
17.52%18.15%
2005
6.85%5.95%
2004
12.51%12.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.98%N/AN/AN/A
20232.28%1.63%-4.93%8.89%
2022-2.08%-12.59%-6.85%13.34%
202110.47%6.05%-1.62%4.27%
2020-26.77%18.73%3.27%17.06%
201911.85%5.36%-0.56%7.91%
2018-2.50%1.25%4.24%-13.54%
20174.14%1.23%3.87%2.42%
2016-1.46%1.54%5.50%5.09%
20151.18%0.16%-11.72%5.52%
20140.84%6.29%-0.54%-0.17%
201311.99%2.43%4.62%9.66%
201210.00%-3.72%5.51%-0.17%
20115.14%-0.48%-16.60%14.02%
20104.00%-9.18%9.94%8.65%
2009-6.59%19.11%12.32%4.48%
2008-7.24%0.68%-8.88%-22.04%
20071.15%6.28%-0.38%-6.57%
20065.38%0.00%4.06%7.17%
20050.00%1.44%4.17%1.12%
20041.42%3.09%-1.63%9.40%

Rank in category (by total return)

YTD81
1-month93
3-month50
1-year93
3-year97
5-year90

Load adjusted returns

1-year8.45%
3-year-0.62%
5-year7.03%
10-year5.12%