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Gabelli Gold AAA (GOLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.10-0.67 (-3.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.17%
5-year average return12.28%
Number of years up16
Number of years down13
Best 1-yr total return (21 May 2024)53.46%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return53.46%
Worst 3-yr total return-27.19%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGOLDXCategory
YTD5.41%-4.69%
1-month3.85%-11.76%
3-month16.17%6.45%
1-year-0.37%11.83%
3-year-0.37%16.23%
5-year10.59%5.29%
10-year4.39%-4.43%
Last bull market13.94%-13.05%
Last bear market-27.58%-16.06%

Annual total return (%) history

Year
GOLDXCategory
2024
N/AN/A
2023
7.84%N/A
2022
-11.02%N/A
2021
-8.97%N/A
2020
26.31%34.38%
2019
43.94%38.98%
2018
-14.80%-17.80%
2017
6.22%11.33%
2016
53.46%54.81%
2015
-17.79%-23.25%
2014
-1.31%-10.03%
2013
-51.30%-48.80%
2012
-4.25%-9.20%
2011
-17.22%-20.68%
2010
35.72%41.56%
2009
52.14%52.56%
2008
-28.74%-29.85%
2007
24.74%23.19%
2006
32.37%31.64%
2005
33.63%30.81%
2004
-10.88%-8.21%
2003
49.42%57.15%
2002
87.20%63.93%
2001
25.96%19.57%
2000
-15.57%-16.92%
1999
10.07%6.16%
1998
-3.58%-10.42%
1997
-51.88%-41.17%
1996
7.98%10.15%
1995
3.07%3.94%
1994
N/A-10.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.51%N/AN/AN/A
202310.12%-6.54%-10.12%16.59%
202216.95%-27.58%-11.13%18.23%
2021-13.65%8.71%-12.43%10.73%
2020-20.36%58.42%7.55%-6.91%
20198.03%12.66%4.49%13.18%
2018-8.78%1.03%-15.35%9.21%
201710.89%-3.32%-0.79%-0.13%
201642.35%39.13%-0.41%-22.20%
2015-2.18%0.00%-16.73%0.93%
201417.37%15.43%-19.71%-9.27%
2013-20.05%-36.06%12.37%-15.20%
2012-2.34%-8.35%23.40%-13.31%
2011-4.17%-6.57%-0.25%-7.31%
2010-2.04%12.81%14.37%7.38%
200913.28%8.37%18.02%5.01%
20087.44%4.87%-31.95%-7.05%
2007-0.52%1.37%20.52%2.63%
200620.62%3.47%-7.90%15.15%
2005-4.56%-0.92%23.86%14.09%
2004-3.47%-18.06%14.95%-1.99%
2003-11.81%13.20%23.82%20.87%
200245.43%10.48%0.09%16.40%
2001-7.22%25.41%3.43%4.67%
2000-16.69%1.54%-4.36%4.37%
1999-3.71%-1.10%25.05%-7.57%
199812.95%-14.33%8.63%-8.27%
1997-3.98%-17.24%-6.33%-35.35%
199622.70%-4.29%0.45%-8.47%
1995-0.63%8.73%2.59%-7.01%
1994-10.51%N/AN/AN/A

Rank in category (by total return)

YTD75
1-month67
3-month61
1-year57
3-year16
5-year38

Load adjusted returns

1-year-0.37%
3-year-0.37%
5-year10.59%
10-year4.39%