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GAB-PG: The Gabelli Equity Trust Inc. PFD-G (STOCK)
Basic Info 22 0.11(0.50%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/06/2012 |
Last Dividend Date: | 03/18/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 03/27/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/06/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 2.9 | 3.8 | 0.6 | 3.8 | 5.0 | 4.0 | 4.4 | -9.3 | 4.1 | 7.6 | 16.9 | -3.6 | 13.2 | -0.3 | 13.9 | 12.8 | -13.5 | 2.6 |
Sharpe Ratio | NA | 1.47 | 0.21 | -0.12 | 0.22 | 0.42 | 0.34 | 0.01 | -0.8 | 0.52 | 0.67 | 1.89 | -0.55 | 1.73 | -0.05 | 1.57 | 1.43 | -1.32 | 1.08 |
Draw Down(%) | NA | 2.0 | 7.3 | 15.7 | 15.7 | 15.7 | 17.8 | 7.5 | 15.3 | 4.2 | 11.1 | 2.1 | 8.2 | 2.8 | 11.0 | 2.9 | 3.9 | 17.8 | 3.1 |
Standard Deviation(%) | NA | 8.6 | 8.8 | 10.7 | 10.2 | 9.5 | 9.5 | 9.7 | 13.4 | 7.9 | 11.1 | 8.2 | 9.0 | 7.3 | 10.0 | 8.8 | 8.9 | 10.3 | 6.1 |
Treynor Ratio | NA | 9.79 | 0.37 | -0.21 | 0.18 | 0.43 | 0.34 | 0.03 | -1.24 | 8.3 | 0.4 | 3.8 | -3.09 | -1.97 | 0.08 | 3.88 | 1.57 | -0.71 | -3.7 |
Alpha | NA | 0.05 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | 0.02 | 0.01 | 0.05 | -0.02 | 0.05 | 0.0 | 0.05 | 0.05 | -0.08 | 0.03 |
Beta | NA | 0.01 | 0.05 | 0.06 | 0.12 | 0.09 | 0.09 | 0.04 | 0.09 | 0.0 | 0.18 | 0.04 | 0.02 | -0.06 | -0.05 | 0.04 | 0.08 | 0.19 | -0.02 |
RSquared | NA | 0.0 | 0.0 | 0.01 | 0.07 | 0.03 | 0.03 | 0.0 | 0.03 | 0.0 | 0.34 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/06/2012
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