Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRICX (GABELLI ESG FUND INC. CLASS C) | NA | 2.09% | 3.53% | 3.86% | 9.08% | NA | NA | … | … |
Data as of 07/12/2019, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRICX (GABELLI ESG FUND INC. CLASS C) | 06/05/2007 | 07/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.09 | 3.53 | 3.86 | 9.08 | NA | NA | … | … | 18.02 | -16.48 | 12.44 | 9.64 | -4.09 | 7.51 | 21.74 | 15.77 | -14.84 | 11.22 | 66.51 | -29.88 | -8.92 |
| Sharpe Ratio | NA | 0.04 | 0.23 | 0.27 | 0.55 | NA | NA | … | … | 3.24 | -1.25 | 1.59 | 0.70 | -0.30 | 0.71 | 1.91 | 1.04 | -0.53 | 0.48 | 2.32 | -0.93 | -1.45 |
| Standard Deviation(%) | NA | 13.06 | 10.99 | 12.21 | 16.45 | NA | NA | … | … | 10.88 | 14.27 | 7.44 | 13.42 | 13.79 | 10.51 | 11.38 | 15.21 | 28.10 | 23.13 | 28.62 | 32.86 | 12.21 |
| Draw Down(%) | NA | 20.19 | 24.27 | 24.27 | 32.52 | NA | NA | … | … | 6.54 | 24.27 | 3.20 | 9.26 | 11.85 | 8.75 | 6.47 | 11.33 | 32.52 | 21.31 | 21.36 | 41.12 | 10.90 |
| Yield(%) | 0.00 | 7.12 | 5.51 | 3.96 | 4.72 | 2.36 | 1.77 | … | … | 0.00 | 6.84 | 5.73 | 4.39 | 2.11 | 0.00 | 0.00 | 0.00 | 0.29 | 7.31 | 0.00 | 0.00 | 0.29 |
Data as of 07/12/2019, Common starting date is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRICX (GABELLI ESG FUND INC. CLASS C) |
-1.09%
Aug 2007 – Aug 2010 |
1.20%
Dec 2013 – Dec 2018 |
5.89%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRICX (GABELLI ESG FUND INC. CLASS C) |
26.39%
Feb 2009 – Feb 2012 |
20.43%
Feb 2009 – Feb 2014 |
11.60%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart