Find A Portfolio/Ticker
Comparison Box
GAB: Gabelli Equity (CEF)
Basic Info 5.99 0.04(0.66%) December 07
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 08/14/1986 |
| Last Dividend Date: | 09/15/2022 |
| 12-Mo. Yield | 8.87% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/02/2022)
Not up-to-date? Try| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.3 | -4.3 | -1.8 | 12.8 | 11.3 | 12.2 | 8.3 | 9.3 | 31.5 | 15.0 | 30.7 | -9.0 | 24.4 | 15.6 | -8.7 | -9.0 | 51.6 | 23.2 | -2.7 | 24.0 | 61.7 | -55.0 | 16.5 | 29.1 | -2.4 | 24.5 | 27.6 | -30.4 | 1.0 | 1.2 | 31.6 | 8.4 | 37.0 | 10.5 | 7.3 | -12.5 | 29.4 | 9.9 | 8.6 | -18.3 | 54.6 | 42.1 | -6.7 | -13.8 |
| SR | NA | -0.12 | 0.12 | 0.43 | 0.43 | 0.54 | NA | 0.3 | 1.87 | 0.31 | 2.38 | -0.58 | 2.12 | 0.91 | -0.53 | -0.47 | 3.67 | 1.38 | -0.09 | 1.03 | 1.35 | -0.92 | 0.77 | 2.53 | -0.39 | 1.48 | 1.46 | -0.92 | -0.06 | -0.16 | 1.82 | 0.25 | 1.93 | 0.44 | 0.2 | -0.79 | 1.66 | 0.41 | 0.22 | -0.82 | 2.24 | 1.66 | -0.3 | -1.67 |
| DD(%) | NA | 22.6 | 22.6 | 46.7 | 46.7 | 46.7 | NA | 74.7 | 10.6 | 46.7 | 4.8 | 24.6 | 8.4 | 15.3 | 18.3 | 22.4 | 7.0 | 12.8 | 26.9 | 16.5 | 51.1 | 67.4 | 17.6 | 5.5 | 18.1 | 13.3 | 14.3 | 47.3 | 24.1 | 11.9 | 7.2 | 18.9 | 10.0 | 7.8 | 13.6 | 17.9 | 8.8 | 16.7 | 15.4 | 32.7 | 8.9 | 7.8 | 35.0 | 16.0 |
| SD(%) | NA | 25.1 | 24.6 | 32.5 | 27.1 | 22.2 | NA | 24.5 | 16.8 | 48.0 | 12.3 | 17.9 | 11.3 | 17.0 | 16.5 | 19.1 | 14.1 | 16.9 | 29.1 | 23.1 | 45.6 | 60.8 | 17.6 | 10.2 | 11.9 | 16.0 | 18.4 | 34.3 | 23.5 | 17.8 | 15.6 | 20.6 | 17.3 | 15.8 | 17.9 | 19.7 | 16.4 | 18.3 | 21.7 | 28.7 | 21.9 | 22.4 | 35.7 | 21.4 |
| TR | NA | -0.04 | 0.04 | 0.15 | 0.13 | 0.13 | NA | 0.07 | 0.43 | 0.14 | 0.43 | -0.12 | 0.28 | 0.15 | -0.1 | -0.09 | 0.59 | 0.25 | -0.03 | 0.22 | 0.51 | -0.51 | 0.17 | 0.4 | -0.08 | 0.45 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.04 | 0.05 | 0.02 | 0.01 | 0.01 | NA | 0.03 | 0.04 | 0.0 | 0.03 | -0.02 | 0.02 | 0.01 | -0.04 | -0.08 | 0.07 | 0.03 | -0.01 | 0.03 | 0.1 | -0.08 | 0.04 | 0.06 | -0.03 | 0.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.67 | 0.68 | 0.91 | 0.89 | 0.9 | NA | 0.99 | 0.73 | 1.05 | 0.68 | 0.88 | 0.85 | 1.04 | 0.9 | 1.01 | 0.88 | 0.93 | 1.07 | 1.07 | 1.2 | 1.1 | 0.8 | 0.65 | 0.61 | 0.53 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.46 | 0.46 | 0.51 | 0.52 | 0.52 | NA | 0.32 | 0.34 | 0.57 | 0.48 | 0.72 | 0.26 | 0.65 | 0.71 | 0.38 | 0.48 | 0.5 | 0.76 | 0.72 | 0.51 | 0.54 | 0.52 | 0.42 | 0.28 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/1986
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) (99%)
- FMIHX (FMI Large Cap) (99%)
- FDGFX (Fidelity Dividend Growth) (99%)
- THPGX (Thompson LargeCap) (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) (100%)
- IWB (iShares Russell 1000) (97%)
- IYY (iShares Dow Jones US) (97%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social) (94%)
- EPS (WisdomTree Earnings 500 ETF) (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) (94%)
- IVV (iShares Core S&P 500) (93%)
Best Closed End Funds
- ADX (Adams Express) (95%)
- CLM (Cornerstone Strategic Value) (95%)
- CRF (Cornerstone Total Return Fund) (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) (95%)
- FFA (First Trust Enhanced Equity Income) (95%)
- GAB (Gabelli Equity) (94%)
- GGT (Gabelli Global Multimedia) (94%)
- USA (Liberty All-Star Equity) (94%)
- GRF (Eagle Capital Growth) (94%)
Latest Articles Related to GAB
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
