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GAB-PJ: The Gabelli Equity Trust Inc (STOCK)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/29/2016 |
Last Dividend Date: | 12/16/2021 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 01/28/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.1 | 6.3 | 6.5 | 6.0 | 0.1 | 4.1 | -0.7 | 6.1 | -3.0 | 6.5 | -3.8 |
Sharpe Ratio | NA | 0.38 | 0.54 | 0.61 | 0.58 | 2.09 | 0.45 | -0.06 | 0.52 | -0.53 | 0.92 | -0.69 |
Draw Down(%) | NA | 4.1 | 14.0 | 14.0 | 14.0 | 0.0 | 4.1 | 14.2 | 4.7 | 5.9 | 3.2 | 10.4 |
Standard Deviation(%) | NA | 8.2 | 10.9 | 9.6 | 9.2 | 0.5 | 9.0 | 14.9 | 9.1 | 8.1 | 6.5 | 7.5 |
Treynor Ratio | NA | -2.22 | 1.06 | 1.01 | 0.94 | 1.77 | 7.09 | -0.13 | 2.97 | -0.47 | 7.68 | -1.74 |
Alpha | NA | 0.01 | 0.02 | 0.02 | 0.02 | 0.01 | 0.02 | -0.01 | 0.02 | -0.01 | 0.02 | -0.02 |
Beta | NA | -0.01 | 0.05 | 0.06 | 0.06 | 0.01 | 0.01 | 0.07 | 0.02 | 0.09 | 0.01 | 0.03 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.05 | 0.0 | 0.03 | 0.0 | 0.04 | 0.0 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 5.2 | 5.1 | 5.5 | 5.4 | 5.7 | 4.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 34.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/28/2016
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