Performance analysis of GLU (Gabelli Global Utility & Income Trust.)
Annual Return
Over the past 3 years, GLU has had an average annual return of +20.17%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GLU has had an average annual return of +4.70%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GLU has had an average annual return of +7.91%, underperforming the benchmark SPY, which returned +15.45% annual.
Since May 26, 2004, GLU has had an average annual return of +6.79%, underperforming the benchmark SPY, which returned +11.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.76% | +37.87% | +23.50% | +2.03% | -28.14% | +21.18% | +4.99% | +25.24% | -19.49% | +34.90% | +8.42% | -8.59% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
| +3.15% | +1.74% | +5.10% | +9.10% | +11.95% | +31.44% | -26.27% | +12.07% | +32.18% | -1.36% | +1.22% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.92% | +6.88% | -9.91% | +4.10% | -1.62% | -0.68% | +2.76% | ||||||
| 2025 | +3.62% | +3.15% | +3.33% | +1.62% | +2.44% | +4.19% | +1.11% | +3.68% | +1.47% | +0.53% | +2.55% | +4.94% | +37.87% |
| 2024 | +1.94% | +0.58% | +10.34% | -3.95% | +4.23% | -2.99% | +7.93% | +4.76% | +7.30% | -1.35% | +2.44% | -8.31% | +23.50% |
| 2023 | +6.26% | -1.36% | +1.48% | +0.80% | -7.50% | +6.19% | +3.92% | -3.23% | -3.51% | -10.94% | +8.67% | +3.16% | +2.03% |
| 2022 | -5.83% | -0.87% | +1.26% | -10.19% | -3.02% | -3.90% | +3.92% | -4.78% | -10.68% | +1.15% | +8.57% | -6.43% | -28.14% |
| 2021 | +7.45% | -4.97% | +5.86% | +4.70% | +8.84% | -5.10% | +5.12% | -4.10% | -5.42% | +3.82% | -3.47% | +8.49% | +21.18% |
| 2020 | +4.45% | -11.47% | -20.82% | +15.29% | +1.68% | +1.45% | +3.34% | -0.40% | +0.62% | +1.32% | +8.76% | +5.65% | +4.99% |
| 2019 | +15.14% | +1.97% | +0.39% | +1.03% | -6.46% | +8.51% | -2.08% | -0.70% | +3.32% | +0.65% | +0.65% | +1.83% | +25.24% |
| 2018 | +0.19% | -10.37% | -1.28% | +2.22% | -1.59% | +1.20% | +1.61% | +1.49% | +4.57% | -3.96% | -5.62% | -8.73% | -19.49% |
| 2017 | +3.93% | +3.46% | +4.59% | +1.76% | +5.94% | +2.65% | +3.43% | -0.27% | -0.15% | -2.68% | +5.15% | +2.85% | +34.90% |
Drawdown analysis of GLU (Gabelli Global Utility & Income Trust.)
The maximum drawdown for the GLU was -50.51%, occurring on Mar 9, 2009. Recovery took 190 trading sessions.
The current GLU drawdown is -9.38%.
Since May 26, 2004 GLU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.51% | Jan 11, 2008 | 290 | Mar 9, 2009 | 190 | Dec 7, 2009 | 480 |
| -46.54% | Feb 24, 2020 | 20 | Mar 23, 2020 | 200 | Jan 6, 2021 | 220 |
| -38.34% | May 11, 2021 | 621 | Oct 27, 2023 | 388 | May 16, 2025 | 1009 |
| -28.24% | Apr 29, 2013 | 687 | Jan 20, 2016 | 308 | Apr 10, 2017 | 995 |
| -24.55% | Feb 2, 2018 | 224 | Dec 24, 2018 | 249 | Dec 19, 2019 | 473 |
| -18.58% | Jul 1, 2011 | 25 | Aug 8, 2011 | 44 | Oct 10, 2011 | 69 |
| -16.91% | May 18, 2007 | 62 | Aug 16, 2007 | 51 | Oct 29, 2007 | 113 |
| -15.63% | Apr 26, 2010 | 8 | May 6, 2010 | 105 | Oct 5, 2010 | 113 |
| -13.79% | Jan 6, 2010 | 21 | Feb 5, 2010 | 53 | Apr 23, 2010 | 74 |
| -13.73% | Feb 26, 2026 | 16 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -11.66% | Sep 27, 2005 | 45 | Nov 30, 2005 | 154 | Jul 13, 2006 | 199 |
| -10.04% | May 26, 2004 | 41 | Jul 27, 2004 | 79 | Nov 16, 2004 | 120 |
| -9.31% | Dec 16, 2011 | 115 | Jun 4, 2012 | 40 | Jul 31, 2012 | 155 |
| -8.99% | Feb 14, 2005 | 26 | Mar 23, 2005 | 69 | Jun 30, 2005 | 95 |
| -8.80% | Oct 14, 2011 | 4 | Oct 20, 2011 | 19 | Nov 16, 2011 | 23 |
| -7.99% | Feb 26, 2007 | 6 | Mar 6, 2007 | 28 | Apr 16, 2007 | 34 |
| -7.48% | Oct 17, 2012 | 20 | Nov 16, 2012 | 32 | Jan 4, 2013 | 52 |
| -6.94% | Mar 3, 2011 | 9 | Mar 16, 2011 | 31 | Apr 29, 2011 | 40 |
| -6.07% | Aug 7, 2017 | 62 | Nov 2, 2017 | 29 | Dec 14, 2017 | 91 |
| -5.96% | Dec 15, 2009 | 11 | Dec 31, 2009 | 3 | Jan 6, 2010 | 14 |
| -5.81% | Nov 10, 2010 | 29 | Dec 22, 2010 | 45 | Feb 28, 2011 | 74 |
| -5.53% | Jan 29, 2021 | 23 | Mar 4, 2021 | 8 | Mar 16, 2021 | 31 |
| -5.16% | Aug 15, 2012 | 9 | Aug 28, 2012 | 35 | Oct 17, 2012 | 44 |
| -4.74% | May 31, 2011 | 11 | Jun 15, 2011 | 11 | Jun 30, 2011 | 22 |
| -4.70% | Dec 14, 2004 | 5 | Dec 21, 2004 | 8 | Jan 3, 2005 | 13 |