Performance analysis of GGZ (Gabelli Global Small and Mid Cap Value Trust)
Annual Return
Over the past 3 years, GGZ has had an average annual return of +17.68%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GGZ has had an average annual return of +5.41%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GGZ has had an average annual return of +8.57%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jul 3, 2014, GGZ has had an average annual return of +6.95%, underperforming the benchmark SPY, which returned +13.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.66% | +34.93% | +5.17% | +10.61% | -25.49% | +30.13% | +18.12% | +27.04% | -23.24% | +20.19% | +3.08% | -0.35% |
| 2014 | |||||||||||
| -3.45% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.93% | +6.48% | -8.27% | +7.06% | -2.18% | +0.32% | +6.66% | ||||||
| 2025 | +5.73% | +0.32% | -2.03% | -0.80% | +9.03% | +3.89% | +2.03% | +5.89% | +1.54% | -2.35% | +0.99% | +6.81% | +34.93% |
| 2024 | -2.05% | +1.39% | +4.58% | -6.15% | +2.84% | -1.31% | +7.53% | +0.12% | +3.48% | -2.02% | +7.32% | -9.24% | +5.17% |
| 2023 | +12.92% | -2.61% | -4.30% | -0.93% | -1.52% | +6.94% | +2.39% | -5.30% | -9.54% | -7.05% | +11.43% | +10.88% | +10.61% |
| 2022 | -8.80% | -3.65% | +1.26% | -8.94% | +0.31% | -12.33% | +9.60% | -6.03% | -14.94% | +10.29% | +13.12% | -4.32% | -25.49% |
| 2021 | -0.62% | +7.56% | +5.73% | +4.04% | +5.14% | +1.24% | -1.87% | +2.48% | +0.01% | +1.81% | -3.70% | +5.45% | +30.13% |
| 2020 | -3.04% | -9.58% | -28.34% | +14.59% | +6.36% | +2.01% | +6.08% | +9.24% | -0.40% | -2.87% | +20.92% | +11.56% | +18.12% |
| 2019 | +14.62% | +5.44% | +0.75% | +1.27% | -8.22% | +7.43% | -1.73% | -6.22% | +5.31% | -0.36% | +3.69% | +4.20% | +27.04% |
| 2018 | +1.57% | -4.87% | -2.76% | +0.76% | -0.26% | +0.76% | +0.57% | +1.15% | -1.05% | -11.81% | +2.42% | -11.26% | -23.24% |
| 2017 | +2.73% | +2.85% | +1.70% | +4.22% | +1.42% | +2.65% | +3.73% | -1.64% | +4.84% | -5.30% | +1.67% | +0.08% | +20.19% |
Drawdown analysis of GGZ (Gabelli Global Small and Mid Cap Value Trust)
The maximum drawdown for the GGZ was -56.04%, occurring on Mar 18, 2020. Recovery took 182 trading sessions.
The current GGZ drawdown is -3.62%.
Since Jul 3, 2014 GGZ has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.04% | Oct 12, 2017 | 610 | Mar 18, 2020 | 182 | Dec 4, 2020 | 792 |
| -39.38% | Nov 12, 2021 | 221 | Sep 30, 2022 | 690 | Jul 3, 2025 | 911 |
| -15.48% | Jun 22, 2015 | 146 | Jan 20, 2016 | 159 | Sep 6, 2016 | 305 |
| -10.35% | Feb 25, 2026 | 17 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -9.39% | Sep 7, 2016 | 42 | Nov 4, 2016 | 54 | Jan 25, 2017 | 96 |
| -8.83% | Sep 19, 2025 | 44 | Nov 20, 2025 | 20 | Dec 19, 2025 | 64 |
| -8.33% | Jul 3, 2014 | 69 | Oct 10, 2014 | 122 | Apr 8, 2015 | 191 |
| -5.54% | Jun 10, 2021 | 26 | Jul 19, 2021 | 33 | Sep 2, 2021 | 59 |
| -5.27% | Sep 3, 2021 | 10 | Sep 20, 2021 | 22 | Oct 20, 2021 | 32 |
| -4.75% | May 7, 2021 | 3 | May 12, 2021 | 7 | May 21, 2021 | 10 |
| -4.38% | Aug 2, 2017 | 6 | Aug 10, 2017 | 23 | Sep 13, 2017 | 29 |
| -3.58% | Jan 7, 2021 | 13 | Jan 27, 2021 | 6 | Feb 4, 2021 | 19 |
| -3.33% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -3.18% | Jan 26, 2026 | 3 | Jan 29, 2026 | 6 | Feb 6, 2026 | 9 |
| -2.79% | Mar 17, 2021 | 9 | Mar 30, 2021 | 7 | Apr 9, 2021 | 16 |
| -2.70% | Mar 1, 2017 | 4 | Mar 7, 2017 | 15 | Mar 28, 2017 | 19 |
| -2.65% | Mar 3, 2021 | 1 | Mar 4, 2021 | 3 | Mar 9, 2021 | 4 |
| -2.27% | May 2, 2017 | 11 | May 17, 2017 | 6 | May 25, 2017 | 17 |
| -2.24% | Nov 8, 2021 | 2 | Nov 10, 2021 | 2 | Nov 12, 2021 | 4 |
| -2.23% | Jul 3, 2025 | 8 | Jul 16, 2025 | 5 | Jul 23, 2025 | 13 |
| -2.12% | Apr 9, 2015 | 42 | Jun 9, 2015 | 9 | Jun 22, 2015 | 51 |
| -2.07% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.99% | Feb 24, 2021 | 1 | Feb 25, 2021 | 2 | Mar 1, 2021 | 3 |
| -1.58% | Apr 16, 2021 | 2 | Apr 20, 2021 | 3 | Apr 23, 2021 | 5 |
| -1.53% | Feb 10, 2026 | 2 | Feb 12, 2026 | 1 | Feb 13, 2026 | 3 |