Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRIGX (GABELLI ESG FUND INC. CLASS AAA) | NA | 2.87% | 4.33% | 4.64% | 9.89% | NA | NA | … | … |
Data as of 07/12/2019, Common starting date is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIGX (GABELLI ESG FUND INC. CLASS AAA) | 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 | 2.87 | 4.33 | 4.64 | 9.89 | NA | NA | … | … | 18.47 | -15.83 | 13.30 | 10.39 | -3.28 | 8.31 | 22.65 | 16.51 | -14.11 | 12.11 | 67.66 | -29.41 | -8.48 |
| Sharpe Ratio | NA | 0.10 | 0.30 | 0.34 | 0.60 | NA | NA | … | … | 3.34 | -1.20 | 1.71 | 0.75 | -0.24 | 0.79 | 1.99 | 1.09 | -0.50 | 0.52 | 2.36 | -0.92 | -1.39 |
| Standard Deviation(%) | NA | 13.08 | 11.01 | 12.23 | 16.43 | NA | NA | … | … | 10.84 | 14.31 | 7.44 | 13.50 | 13.78 | 10.48 | 11.34 | 15.23 | 28.06 | 23.07 | 28.68 | 32.83 | 12.24 |
| Draw Down(%) | NA | 20.03 | 23.78 | 23.78 | 32.32 | NA | NA | … | … | 6.44 | 23.78 | 3.04 | 9.25 | 11.70 | 8.58 | 6.47 | 11.12 | 32.32 | 20.94 | 21.23 | 40.83 | 10.69 |
| Yield(%) | 0.00 | 6.57 | 5.27 | 3.84 | 4.78 | 2.44 | 1.83 | … | … | 0.00 | 6.34 | 5.60 | 4.14 | 2.01 | 0.00 | 0.00 | 0.00 | 0.68 | 7.21 | 0.00 | 0.32 | 0.33 |
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 |
|---|---|---|---|---|
| SRIGX (GABELLI ESG FUND INC. CLASS AAA) |
-0.39%
Aug 2007 – Aug 2010 |
1.98%
Dec 2013 – Dec 2018 |
6.69%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIGX (GABELLI ESG FUND INC. CLASS AAA) |
27.38%
Feb 2009 – Feb 2012 |
21.34%
Feb 2009 – Feb 2014 |
12.45%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart