Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ESGHX (Gabelli ESG Fund Class A) | NA | 0.09% | 10.07% | 5.44% | 5.73% | 6.74% | NA | 5.93% |
Data as of 05/26/2023, AR inception is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGHX (Gabelli ESG Fund Class A) | 06/04/2007 | 05/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 0.09 | 10.07 | 5.44 | 5.73 | 6.74 | NA | 5.93 | 1.96 | -18.15 | 6.14 | 5.12 | 7.84 | -21.53 | 7.49 | 6.31 | -5.23 | 8.32 | 22.67 | 16.53 | -14.87 | 4.10 | 67.76 | -29.70 | -9.19 |
| Sharpe Ratio | NA | -0.16 | 0.52 | 0.21 | 0.31 | NA | NA | 0.25 | 0.01 | -0.92 | 0.30 | 0.15 | 0.34 | -1.49 | 0.82 | 0.43 | -0.38 | 0.79 | 2.00 | 1.09 | -0.53 | 0.16 | 2.35 | -0.93 | -1.50 |
| Standard Deviation(%) | NA | 19.03 | 17.20 | 19.71 | 16.23 | NA | NA | 19.78 | 13.85 | 21.39 | 20.43 | 32.69 | 18.91 | 15.30 | 8.44 | 14.14 | 13.92 | 10.52 | 11.34 | 15.25 | 28.02 | 24.87 | 28.74 | 32.93 | 12.05 |
| Draw Down(%) | NA | 17.00 | 29.44 | 35.32 | 35.32 | NA | NA | 47.99 | 8.74 | 29.44 | 18.38 | 35.32 | 15.55 | 29.00 | 4.98 | 9.25 | 11.71 | 8.58 | 6.48 | 11.13 | 32.34 | 20.88 | 21.27 | 40.70 | 10.79 |
| Yield(%) | 0.00 | 4.65 | 10.83 | 9.37 | 6.98 | 7.18 | 4.80 | 6.40 | 0.00 | 3.87 | 15.21 | 7.88 | 17.54 | 6.35 | 5.60 | 4.15 | 2.02 | 0.00 | 0.00 | 0.00 | 0.69 | 7.22 | 0.00 | 0.36 | 0.09 |
Data as of 05/26/2023, AR inception is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGHX (Gabelli ESG Fund Class A) |
-4.08%
Mar 2017 - Mar 2020 |
-0.40%
Mar 2015 - Mar 2020 |
4.25%
Mar 2010 - Mar 2020 |
5.03%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGHX (Gabelli ESG Fund Class A) |
27.43%
Feb 2009 - Feb 2012 |
21.37%
Feb 2009 - Feb 2014 |
12.45%
Feb 2009 - Feb 2019 |
7.25%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison Chart