Performance analysis of GRX (Gabelli Healthcare & WellnessRx Trust)
Annual Return
Over the past 3 years, GRX has had an average annual return of +3.68%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, GRX has had an average annual return of -1.61%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, GRX has had an average annual return of +4.23%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jun 19, 2007, GRX has had an average annual return of +5.56%, underperforming the benchmark SPY, which returned +10.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.46% | +7.05% | +9.57% | -3.31% | -19.96% | +22.04% | +10.04% | +31.28% | -5.75% | +15.05% | -3.07% | +3.21% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | ||||
| +6.59% | +31.67% | +36.81% | +0.42% | +5.97% | +33.75% | -28.55% | -12.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.16% | +3.69% | -7.56% | +1.10% | -1.42% | -0.88% | -5.46% | ||||||
| 2025 | +8.09% | -4.51% | +2.84% | -2.78% | -2.45% | +0.63% | -2.01% | +2.27% | -2.45% | +2.54% | +3.98% | +1.39% | +7.05% |
| 2024 | +1.50% | +4.01% | +5.52% | -8.11% | +2.23% | +1.14% | +9.81% | +5.13% | +0.35% | -6.39% | +1.66% | -6.11% | +9.57% |
| 2023 | +1.26% | -2.21% | +0.66% | +2.38% | -7.16% | +5.48% | -0.50% | -3.33% | -8.97% | -7.11% | +10.29% | +7.87% | -3.31% |
| 2022 | -5.90% | -2.43% | +4.12% | -7.88% | -2.63% | -5.41% | +9.98% | -7.38% | -11.77% | +6.84% | +3.35% | -0.57% | -19.96% |
| 2021 | +0.42% | +0.75% | +4.30% | +5.22% | +1.60% | +2.49% | -0.44% | +3.20% | -3.72% | +2.57% | -5.98% | +10.65% | +22.04% |
| 2020 | -2.95% | -8.05% | -14.23% | +14.55% | +4.34% | -1.64% | +3.39% | +3.95% | -2.97% | -3.30% | +13.33% | +7.03% | +10.04% |
| 2019 | +9.30% | +1.98% | +3.34% | +2.09% | -5.78% | +5.67% | +1.32% | -2.62% | +1.52% | +0.19% | +7.09% | +4.33% | +31.28% |
| 2018 | +1.94% | -5.51% | -3.18% | +1.58% | +0.83% | +4.32% | +3.79% | +5.39% | +1.75% | -7.63% | +6.10% | -13.28% | -5.75% |
| 2017 | +3.33% | +4.31% | -0.50% | +2.40% | +3.03% | +4.20% | -2.02% | -3.20% | -0.50% | -2.47% | +1.52% | +4.45% | +15.05% |
Drawdown analysis of GRX (Gabelli Healthcare & WellnessRx Trust)
The maximum drawdown for the GRX was -64.35%, occurring on Mar 6, 2009. Recovery took 1018 trading sessions.
The current GRX drawdown is -14.87%.
Since Jun 19, 2007 GRX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 5 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -64.35% | Jul 23, 2007 | 409 | Mar 6, 2009 | 1018 | Mar 22, 2013 | 1427 |
| -37.33% | Jan 3, 2022 | 457 | Oct 27, 2023 | Ongoing | Ongoing | Ongoing |
| -36.98% | Feb 19, 2020 | 23 | Mar 23, 2020 | 167 | Nov 17, 2020 | 190 |
| -20.64% | Jul 14, 2015 | 147 | Feb 11, 2016 | 104 | Jul 12, 2016 | 251 |
| -20.02% | Sep 27, 2018 | 60 | Dec 24, 2018 | 131 | Jul 3, 2019 | 191 |
| -16.30% | Aug 9, 2016 | 62 | Nov 4, 2016 | 157 | Jun 22, 2017 | 219 |
| -15.10% | Jan 26, 2018 | 44 | Apr 2, 2018 | 98 | Aug 20, 2018 | 142 |
| -15.09% | May 20, 2013 | 24 | Jun 24, 2013 | 126 | Dec 20, 2013 | 150 |
| -13.74% | Jun 26, 2014 | 77 | Oct 15, 2014 | 34 | Dec 3, 2014 | 111 |
| -11.71% | Jun 28, 2017 | 92 | Nov 7, 2017 | 44 | Jan 11, 2018 | 136 |
| -9.47% | Sep 3, 2021 | 63 | Dec 3, 2021 | 17 | Dec 29, 2021 | 80 |
| -8.62% | Jun 26, 2007 | 3 | Jun 29, 2007 | 2 | Jul 3, 2007 | 5 |
| -7.71% | Jan 16, 2014 | 11 | Feb 3, 2014 | 20 | Mar 4, 2014 | 31 |
| -6.31% | Mar 10, 2014 | 26 | Apr 15, 2014 | 50 | Jun 26, 2014 | 76 |
| -4.85% | Jul 3, 2019 | 29 | Aug 14, 2019 | 22 | Sep 16, 2019 | 51 |
| -4.81% | Sep 16, 2019 | 17 | Oct 9, 2019 | 21 | Nov 7, 2019 | 38 |
| -4.51% | Apr 24, 2015 | 8 | May 6, 2015 | 39 | Jul 1, 2015 | 47 |
| -4.44% | Jan 22, 2020 | 7 | Jan 31, 2020 | 4 | Feb 6, 2020 | 11 |
| -4.14% | Jul 6, 2007 | 1 | Jul 9, 2007 | 3 | Jul 12, 2007 | 4 |
| -3.89% | Dec 3, 2014 | 9 | Dec 16, 2014 | 2 | Dec 18, 2014 | 11 |
| -3.76% | Dec 23, 2013 | 8 | Jan 6, 2014 | 6 | Jan 14, 2014 | 14 |
| -3.62% | Jan 26, 2021 | 26 | Mar 4, 2021 | 6 | Mar 12, 2021 | 32 |
| -3.60% | Jul 12, 2021 | 5 | Jul 19, 2021 | 21 | Aug 17, 2021 | 26 |
| -3.59% | Dec 26, 2014 | 6 | Jan 6, 2015 | 12 | Jan 23, 2015 | 18 |
| -3.11% | Apr 2, 2013 | 9 | Apr 15, 2013 | 14 | May 3, 2013 | 23 |