Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESGGX (Gabelli ESG Fund Class AAA) | NA | 0.02% | 10.06% | 5.42% | 5.72% | 6.73% | NA | … | … |
Data as of 05/26/2023, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGGX (Gabelli ESG Fund Class AAA) | 06/04/2007 | 05/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 0.02 | 10.06 | 5.42 | 5.72 | 6.73 | NA | … | … | 1.87 | -18.12 | 6.13 | 5.19 | 7.83 | -21.57 | 7.55 | 6.31 | -5.23 | 8.31 | 22.65 | 16.51 | -14.78 | 4.01 | 67.66 | -29.75 | -8.99 |
| Sharpe Ratio | NA | -0.17 | 0.52 | 0.21 | 0.31 | NA | NA | … | … | -0.01 | -0.92 | 0.30 | 0.15 | 0.34 | -1.50 | 0.82 | 0.43 | -0.38 | 0.79 | 1.99 | 1.09 | -0.53 | 0.16 | 2.36 | -0.93 | -1.45 |
| Standard Deviation(%) | NA | 19.03 | 17.19 | 19.69 | 16.22 | NA | NA | … | … | 13.82 | 21.39 | 20.42 | 32.63 | 18.88 | 15.28 | 8.44 | 14.18 | 13.94 | 10.48 | 11.34 | 15.23 | 27.98 | 24.84 | 28.68 | 32.85 | 12.18 |
| Draw Down(%) | NA | 16.99 | 29.47 | 35.34 | 35.34 | NA | NA | … | … | 8.73 | 29.47 | 18.35 | 35.34 | 15.54 | 28.97 | 4.92 | 9.25 | 11.70 | 8.58 | 6.47 | 11.12 | 32.32 | 20.94 | 21.23 | 40.83 | 10.69 |
| Yield(%) | 0.00 | 4.64 | 10.82 | 9.36 | 6.98 | 7.16 | 4.80 | … | … | 0.00 | 3.87 | 15.19 | 7.88 | 17.51 | 6.34 | 5.60 | 4.14 | 2.01 | 0.00 | 0.00 | 0.00 | 0.68 | 7.21 | 0.00 | 0.32 | 0.04 |
Data as of 05/26/2023, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGGX (Gabelli ESG Fund Class AAA) |
-4.10%
Mar 2017 – Mar 2020 |
-0.41%
Mar 2015 – Mar 2020 |
4.24%
Mar 2010 – Mar 2020 |
5.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGGX (Gabelli ESG Fund Class AAA) |
27.38%
Feb 2009 – Feb 2012 |
21.34%
Feb 2009 – Feb 2014 |
12.45%
Feb 2009 – Feb 2019 |
7.24%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart