Performance analysis of Gabelli Global Utility & Income Trust. (GLU-P-B)
Annual Return
Over the past 3 years, GLU-P-B has had an average annual return of +5.43%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, GLU-P-B has had an average annual return of +4.12%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Dec 20, 2018, GLU-P-B has had an average annual return of +4.57%, underperforming the benchmark SPY, which returned +17.31% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.68% | +5.43% | +5.45% | +5.38% | +0.59% | +1.83% | +4.87% | +6.03% | +2.49% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +0.88% | +0.49% | +0.44% | +0.45% | +0.16% | +0.14% | +2.68% | |||||
| 2025 | +0.28% | +0.84% | +0.55% | +0.27% | +0.48% | +0.44% | +0.24% | +0.46% | +0.58% | +0.16% | +0.49% | +0.52% | +5.43% |
| 2024 | +0.54% | +0.18% | +0.36% | +0.46% | +0.56% | +0.33% | +0.64% | +0.54% | +0.70% | +0.41% | -0.16% | +0.75% | +5.45% |
| 2023 | +0.19% | +0.32% | +1% | -0.07% | +0.10% | +0.64% | +0.37% | +0.99% | +0.51% | +0.44% | +0.36% | +0.41% | +5.38% |
| 2022 | -0.22% | +0.09% | -0.14% | -0.40% | +0.23% | +0.28% | +0.16% | +0.26% | -0.48% | -0.35% | +0.12% | +1.05% | +0.59% |
| 2021 | -0.47% | +0.19% | +1.19% | -0.00870% | -0.26% | +0.31% | -0.40% | +0.11% | -0.24% | +0.20% | +0.78% | +0.45% | +1.83% |
| 2020 | +0.07% | +0.72% | -2.88% | +1.60% | +1.08% | +0.27% | +1.27% | +0.68% | +0.11% | +0.18% | +0.77% | +0.97% | +4.87% |
| 2019 | +1.01% | +0.77% | -0.12% | +0.42% | +0.31% | +0.16% | +0.33% | +1.15% | +0.43% | +0.38% | -0.09% | +1.12% | +6.03% |
| 2018 | +2.49% | +2.49% |
Drawdown analysis of Gabelli Global Utility & Income Trust. (GLU-P-B)
The maximum drawdown for the GLU-P-B was -6.12%, occurring on Mar 23, 2020. Recovery took 52 trading sessions.
The current GLU-P-B drawdown is -0.95%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.12% | Mar 5, 2020 | 12 | Mar 23, 2020 | 52 | Jun 5, 2020 | 64 |
| -2.86% | Mar 17, 2023 | 48 | May 25, 2023 | 55 | Aug 15, 2023 | 103 |
| -1.78% | Sep 16, 2022 | 34 | Nov 3, 2022 | 30 | Dec 16, 2022 | 64 |
| -1.77% | Mar 12, 2019 | 4 | Mar 18, 2019 | 75 | Jul 10, 2019 | 79 |
| -1.62% | Jun 18, 2021 | 65 | Sep 21, 2021 | 46 | Nov 24, 2021 | 111 |
| -1.43% | May 5, 2025 | 10 | May 19, 2025 | 68 | Aug 26, 2025 | 78 |
| -1.38% | Mar 18, 2024 | 3 | Mar 21, 2024 | 55 | Jun 10, 2024 | 58 |
| -1.36% | Jun 18, 2020 | 11 | Jul 6, 2020 | 5 | Jul 13, 2020 | 16 |
| -1.34% | Jun 18, 2026 | 17 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |
| -1.16% | Nov 24, 2021 | 6 | Dec 3, 2021 | 179 | Aug 22, 2022 | 185 |
| -1.15% | Dec 24, 2020 | 19 | Jan 25, 2021 | 1 | Jan 26, 2021 | 20 |
| -1.04% | Mar 31, 2021 | 3 | Apr 6, 2021 | 8 | Apr 16, 2021 | 11 |
| -1.01% | Jan 26, 2021 | 13 | Feb 12, 2021 | 18 | Mar 11, 2021 | 31 |
| -1.00% | Mar 19, 2025 | 7 | Mar 28, 2025 | 25 | May 5, 2025 | 32 |
| -0.99% | Feb 1, 2023 | 11 | Feb 16, 2023 | 7 | Feb 28, 2023 | 18 |
| -0.97% | Sep 19, 2025 | 6 | Sep 29, 2025 | 57 | Dec 18, 2025 | 63 |
| -0.96% | Sep 18, 2020 | 1 | Sep 21, 2020 | 58 | Dec 11, 2020 | 59 |
| -0.86% | Jun 9, 2020 | 5 | Jun 16, 2020 | 2 | Jun 18, 2020 | 7 |
| -0.75% | Dec 16, 2022 | 6 | Dec 27, 2022 | 24 | Feb 1, 2023 | 30 |
| -0.74% | Dec 11, 2020 | 1 | Dec 14, 2020 | 4 | Dec 18, 2020 | 5 |
| -0.66% | Jul 13, 2020 | 3 | Jul 16, 2020 | 10 | Jul 30, 2020 | 13 |
| -0.65% | Jul 12, 2019 | 1 | Jul 15, 2019 | 1 | Jul 16, 2019 | 2 |
| -0.58% | Jun 5, 2020 | 1 | Jun 8, 2020 | 1 | Jun 9, 2020 | 2 |
| -0.56% | Jul 16, 2019 | 1 | Jul 17, 2019 | 3 | Jul 22, 2019 | 4 |
| -0.56% | Mar 3, 2025 | 6 | Mar 11, 2025 | 2 | Mar 13, 2025 | 8 |