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GAB: Gabelli Equity (CEF)
Basic Info 5.47 0.22(4.19%) October 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (29%) |
| Start Date: | 08/14/1986 |
| Last Dividend Date: | 09/15/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 10/19/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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(%) | 3.2 | -1.7 | 2.7 | 5.4 | 11.1 | 12.1 | 9.5 | 5.2 | 31.6 | -8.8 | 25.7 | 15.9 | -8.5 | -4.6 | 52.0 | 23.5 | -2.5 | 24.3 | 62.4 | -54.8 | 12.8 | 29.5 | -2.0 | 21.2 | 28.3 | -30.0 | 1.4 | 1.9 | 20.2 | -1.6 | 24.7 | 0.0 | -2.6 | -20.6 | 18.3 | 0.0 | -1.2 | -25.9 | 41.8 | 29.5 | -11.6 | -13.7 |
| SR | NA | -0.12 | -0.01 | 0.1 | 0.38 | 0.5 | NA | 0.12 | 2.45 | -0.56 | 2.25 | 0.92 | -0.51 | -0.28 | 3.7 | 1.4 | -0.09 | 1.05 | 1.37 | -0.92 | 0.57 | 2.57 | -0.35 | 1.23 | 1.5 | -0.91 | -0.04 | -0.12 | 1.03 | -0.23 | 1.17 | -0.21 | -0.35 | -1.16 | 0.95 | -0.13 | -0.22 | -1.07 | 1.63 | 1.13 | -0.43 | -1.67 |
| DD(%) | NA | 46.7 | 46.7 | 46.7 | 46.7 | 46.7 | NA | 74.6 | 4.8 | 24.5 | 7.6 | 15.3 | 18.3 | 18.7 | 6.9 | 12.8 | 26.8 | 16.5 | 51.1 | 67.4 | 17.6 | 5.5 | 18.1 | 13.2 | 14.3 | 47.1 | 24.1 | 11.9 | 8.2 | 22.6 | 10.0 | 9.0 | 14.6 | 25.5 | 9.8 | 18.7 | 20.6 | 36.6 | 9.7 | 9.8 | 37.6 | 16.0 |
| SD(%) | NA | 52.5 | 46.9 | 30.1 | 25.1 | 22.4 | NA | 24.8 | 12.3 | 17.9 | 11.2 | 17.0 | 16.5 | 16.5 | 14.0 | 16.9 | 29.1 | 23.1 | 45.6 | 60.8 | 17.2 | 10.2 | 11.9 | 16.4 | 18.4 | 34.3 | 23.4 | 17.8 | 16.5 | 21.3 | 18.0 | 16.5 | 18.5 | 20.4 | 17.0 | 18.5 | 22.4 | 29.1 | 22.2 | 22.0 | 35.9 | 21.4 |
| TR | NA | -0.06 | 0.0 | 0.03 | 0.1 | 0.11 | NA | 0.03 | 0.44 | -0.11 | 0.29 | 0.15 | -0.09 | -0.05 | 0.59 | 0.25 | -0.02 | 0.23 | 0.52 | -0.5 | 0.12 | 0.4 | -0.07 | 0.39 | 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 | -0.06 | -0.06 | -0.03 | -0.01 | 0.0 | NA | 0.01 | 0.03 | -0.02 | 0.03 | 0.02 | -0.04 | -0.06 | 0.07 | 0.03 | -0.01 | 0.03 | 0.1 | -0.07 | 0.03 | 0.06 | -0.02 | 0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.07 | 1.06 | 0.99 | 1.0 | 1.0 | NA | 1.02 | 0.69 | 0.88 | 0.86 | 1.04 | 0.89 | 0.99 | 0.88 | 0.93 | 1.07 | 1.07 | 1.2 | 1.1 | 0.81 | 0.66 | 0.61 | 0.51 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.59 | 0.59 | 0.58 | 0.59 | 0.61 | NA | 0.32 | 0.48 | 0.72 | 0.26 | 0.65 | 0.71 | 0.48 | 0.48 | 0.5 | 0.76 | 0.72 | 0.51 | 0.54 | 0.55 | 0.43 | 0.28 | 0.11 | 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
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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