Performance analysis of Gabelli Global Utility & Income Trust. (GLU-P-A)
Annual Return
Over the past 3 years, GLU-P-A has had an average annual return of +12.49%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, GLU-P-A has had an average annual return of +11.05%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, GLU-P-A has had an average annual return of +6.44%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 22, 2014, GLU-P-A has had an average annual return of +6.05%, underperforming the benchmark SPY, which returned +13.72% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +43.58% | +5.50% | +10.63% | -3.25% | +0.06% | +8.89% | +8.27% | -5.49% | -0.54% | +2.51% | +2.83% | +4.56% |
| 2014 | |||||||||||
| +1.09% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.81% | +11.22% | -9.70% | +1.96% | +4.40% | +55.53% | -21.37% | +43.58% | |||||
| 2025 | -2.22% | +4.45% | +5% | -1.76% | +2.08% | +1.39% | -3.90% | +1.95% | +0.54% | -1.77% | +0% | -0.01% | +5.50% |
| 2024 | +0% | +0% | +2.33% | -5.25% | -3.16% | +12.62% | +14.87% | -6.73% | +13.25% | -4.56% | -9.17% | -0.53% | +10.63% |
| 2023 | +1.89% | -1.44% | +5.81% | +0.12% | -6.08% | +9.83% | +3.83% | -5.26% | +0.50% | +0.32% | -8.76% | -2.60% | -3.25% |
| 2022 | +0.41% | -1.03% | -1.08% | +0.07% | -0.58% | +2.12% | +3.36% | +3.41% | -5.26% | +5.03% | -8.13% | +2.54% | +0.06% |
| 2021 | +0.70% | +0% | -3.05% | +1.79% | +0.37% | +2.31% | +2.53% | -2.13% | +1.02% | +0.35% | +1.59% | +3.25% | +8.89% |
| 2020 | +7.42% | +0% | -8.80% | +0% | +11.31% | +1.01% | -6.20% | +0.38% | +4.15% | +0% | +0% | +0.23% | +8.27% |
| 2019 | +0.11% | -3.62% | +2.97% | -4.22% | +0.80% | +4.19% | +0% | -2.07% | -1.02% | -0.03% | +4.28% | -6.40% | -5.49% |
| 2018 | +0.34% | +0.12% | +0.74% | +0.02% | +0.08% | -12.55% | +1.38% | -0.75% | +8.15% | -1.30% | +7.14% | -2.42% | -0.54% |
| 2017 | +0.41% | +0.54% | +0.42% | +0.05% | +0.16% | +0.58% | -0.20% | -0.40% | +0.74% | -0.05% | +0.20% | +0.04% | +2.51% |
Drawdown analysis of Gabelli Global Utility & Income Trust. (GLU-P-A)
The maximum drawdown for the GLU-P-A was -46.88%, occurring on Jul 6, 2026. This drawdown has not yet recovered.
The current GLU-P-A drawdown is -31.87%.
Since Sep 22, 2014 GLU-P-A has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.88% | Jun 23, 2026 | 8 | Jul 6, 2026 | Ongoing | Ongoing | Ongoing |
| -22.51% | May 22, 2023 | 258 | May 31, 2024 | 4 | Jun 6, 2024 | 262 |
| -20.73% | Sep 19, 2024 | 163 | May 15, 2025 | 179 | Feb 2, 2026 | 342 |
| -20.58% | Jun 6, 2024 | 17 | Jul 2, 2024 | 25 | Aug 7, 2024 | 42 |
| -18.99% | Feb 23, 2026 | 7 | Mar 4, 2026 | 62 | Jun 2, 2026 | 69 |
| -14.43% | May 21, 2018 | 27 | Jun 28, 2018 | 395 | Jun 30, 2020 | 422 |
| -13.18% | Aug 14, 2024 | 9 | Aug 27, 2024 | 9 | Sep 10, 2024 | 18 |
| -12.00% | Aug 9, 2022 | 78 | Nov 29, 2022 | 118 | May 19, 2023 | 196 |
| -11.75% | Jun 16, 2022 | 3 | Jun 22, 2022 | 33 | Aug 9, 2022 | 36 |
| -11.06% | Aug 7, 2024 | 2 | Aug 9, 2024 | 3 | Aug 14, 2024 | 5 |
| -7.77% | Jun 30, 2020 | 23 | Aug 3, 2020 | 106 | Jan 4, 2021 | 129 |
| -6.18% | Jun 3, 2026 | 3 | Jun 8, 2026 | 5 | Jun 15, 2026 | 8 |
| -5.47% | Jan 4, 2021 | 43 | Mar 8, 2021 | 68 | Jun 14, 2021 | 111 |
| -3.81% | Jan 10, 2022 | 86 | May 13, 2022 | 12 | Jun 1, 2022 | 98 |
| -3.72% | Jun 14, 2021 | 12 | Jun 30, 2021 | 117 | Dec 15, 2021 | 129 |
| -3.12% | Jun 6, 2022 | 3 | Jun 9, 2022 | 5 | Jun 16, 2022 | 8 |
| -1.84% | Feb 1, 2016 | 10 | Feb 16, 2016 | 89 | Jun 22, 2016 | 99 |
| -1.43% | Feb 10, 2017 | 21 | Mar 14, 2017 | 62 | Jun 12, 2017 | 83 |
| -1.26% | Dec 15, 2017 | 1 | Dec 18, 2017 | 65 | Mar 23, 2018 | 66 |
| -1.20% | Dec 17, 2021 | 3 | Dec 22, 2021 | 6 | Dec 31, 2021 | 9 |
| -1.14% | Nov 9, 2016 | 3 | Nov 14, 2016 | 42 | Jan 17, 2017 | 45 |
| -1.13% | Jul 11, 2017 | 43 | Sep 11, 2017 | 8 | Sep 21, 2017 | 51 |
| -0.88% | Jul 11, 2016 | 14 | Jul 29, 2016 | 13 | Aug 17, 2016 | 27 |
| -0.87% | Oct 5, 2015 | 18 | Oct 29, 2015 | 18 | Nov 24, 2015 | 36 |
| -0.81% | Sep 23, 2015 | 1 | Sep 24, 2015 | 7 | Oct 5, 2015 | 8 |