Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAB-PJ (The Gabelli Equity Trust Inc) | NA | 3.14% | 6.34% | 6.53% | NA | NA | NA | … | … |
Data as of 01/28/2022, Common starting date is 03/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAB-PJ (The Gabelli Equity Trust Inc) | 03/29/2016 | 01/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 3.14 | 6.34 | 6.53 | NA | NA | NA | … | … | 0.08 | 4.08 | -0.73 | 6.10 | -3.01 | 6.55 | -3.81 |
| Sharpe Ratio | NA | 0.38 | 0.54 | 0.61 | NA | NA | NA | … | … | 2.09 | 0.45 | -0.06 | 0.52 | -0.53 | 0.92 | -0.69 |
| Standard Deviation(%) | NA | 8.24 | 10.89 | 9.55 | NA | NA | NA | … | … | 0.47 | 8.95 | 14.94 | 9.11 | 8.11 | 6.47 | 7.45 |
| Draw Down(%) | NA | 4.14 | 13.99 | 13.99 | NA | NA | NA | … | … | 0.04 | 4.14 | 14.17 | 4.73 | 5.88 | 3.19 | 10.38 |
| Yield(%) | 0.00 | 5.16 | 5.42 | 5.55 | 3.13 | 2.09 | 1.57 | … | … | 0.00 | 5.23 | 5.11 | 5.50 | 5.35 | 5.67 | 4.05 |
Data as of 01/28/2022, Common starting date is 03/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PJ (The Gabelli Equity Trust Inc) |
5.40%
Jul 2016 – Jul 2019 |
5.33%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PJ (The Gabelli Equity Trust Inc) |
8.72%
Dec 2016 – Dec 2019 |
6.98%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart