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GAB-PK: The Gabelli Equity Trust Inc (STOCK)
Basic Info 22.05 0.02(0.09%) March 27
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/13/2019 |
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 | Since 12/13/2019 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 3.0 | 3.6 | -0.2 | 2.0 | 5.2 | -13.0 | 1.6 | 14.1 | -0.5 |
Sharpe Ratio | NA | 1.73 | -0.01 | -0.22 | 0.04 | 0.09 | -1.05 | 0.25 | 1.01 | -1.68 |
Draw Down(%) | NA | 1.3 | 6.6 | 16.8 | 17.0 | 6.6 | 16.5 | 6.4 | 17.0 | 1.1 |
Standard Deviation(%) | NA | 6.5 | 9.9 | 10.5 | 11.3 | 10.8 | 13.8 | 6.2 | 13.7 | 6.7 |
Treynor Ratio | NA | 5.35 | -0.04 | -0.18 | 0.03 | 0.09 | -0.99 | 0.17 | 0.81 | 2.08 |
Alpha | NA | 0.04 | 0.0 | -0.01 | 0.0 | 0.0 | -0.05 | 0.0 | 0.04 | -0.04 |
Beta | NA | 0.02 | 0.03 | 0.13 | 0.15 | 0.11 | 0.15 | 0.09 | 0.17 | -0.05 |
RSquared | NA | 0.0 | 0.0 | 0.05 | 0.09 | 0.02 | 0.07 | 0.04 | 0.19 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/13/2019
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