Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) | -2.57% | 1.76% | 1.74% | 0.50% | 3.10% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) | 08/06/2012 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.76 | 1.74 | 0.50 | 3.10 | NA | NA | … | … | -2.57 | 4.33 | 3.16 | 4.40 | -9.25 | 4.15 | 7.64 | 16.93 | -3.61 | 13.21 | -0.26 | 13.91 | 12.75 | -13.53 | 2.56 |
| Sharpe Ratio | NA | -0.14 | -0.17 | -0.19 | 0.15 | NA | NA | … | … | -1.01 | 0.19 | -0.04 | 0.08 | -0.80 | 0.52 | 0.66 | 1.88 | -0.56 | 1.73 | -0.05 | 1.57 | 1.43 | -1.32 | 1.08 |
| Standard Deviation(%) | NA | 7.96 | 9.36 | 10.32 | 9.68 | NA | NA | … | … | 7.89 | 7.83 | 11.18 | 9.74 | 13.41 | 7.92 | 11.08 | 8.22 | 9.01 | 7.29 | 10.04 | 8.82 | 8.89 | 10.25 | 6.06 |
| Draw Down(%) | NA | 5.00 | 11.71 | 15.62 | 15.62 | NA | NA | … | … | 4.81 | 3.83 | 10.62 | 7.51 | 15.27 | 4.24 | 11.07 | 2.14 | 8.19 | 2.76 | 11.05 | 2.95 | 3.85 | 17.82 | 3.08 |
| Yield(%) | 0.00 | 6.00 | 5.55 | 4.87 | 4.99 | 4.49 | 3.37 | … | … | 1.50 | 5.87 | 5.77 | 5.71 | 4.91 | 4.87 | 4.96 | 5.47 | 5.03 | 5.42 | 5.07 | 5.56 | 5.89 | 5.48 | 2.38 |
Data as of 06/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) |
-1.63%
Oct 2020 – Oct 2023 |
0.49%
May 2021 – May 2026 |
3.19%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) |
11.87%
Oct 2013 – Oct 2016 |
7.86%
Aug 2013 – Aug 2018 |
5.81%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart