Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ECF-PA (Ellsworth Growth and Income Fund Ltd) NA 0.81% 5.15% NA NA NA NA
Data as of 06/23/2021, Common starting date is 09/28/2017
More Performance Analytics Comparison
Name Start Date End Date
ECF-PA (Ellsworth Growth and Income Fund Ltd) 09/28/2017 06/23/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017
Annualized Return (%) -0.12 0.81 5.15 NA NA NA NA 2.67 -0.61 18.04 -3.70 0.92
Sharpe Ratio NA 0.41 0.47 NA NA NA NA 0.38 -0.14 2.37 -0.43 0.49
Standard Deviation(%) NA 6.43 9.35 NA NA NA NA 6.43 13.56 7.03 11.58 5.87
Draw Down(%) NA 0.65 6.52 NA NA NA NA 0.65 6.52 1.59 6.12 2.68
Yield(%) 1.26 1.27 3.16 2.64 1.32 0.88 0.66 1.27 0.00 5.74 5.25 1.43
Data as of 06/23/2021, Common starting date is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECF-PA (Ellsworth Growth and Income Fund Ltd) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECF-PA (Ellsworth Growth and Income Fund Ltd) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return