Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ESGJX (Gabelli ESG Fund Class C) | NA | 0.08% | 10.06% | 5.20% | 5.22% | 5.71% | NA | 4.86% |
Data as of 05/26/2023, AR inception is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESGJX (Gabelli ESG Fund Class C) | 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 (%) | -1.78 | 0.08 | 10.06 | 5.20 | 5.22 | 5.71 | NA | 4.86 | 1.95 | -18.14 | 4.27 | 4.20 | 6.12 | -22.67 | 6.56 | 5.32 | -6.13 | 7.51 | 21.74 | 15.77 | -15.12 | 3.02 | 66.51 | -29.88 | -9.39 |
| Sharpe Ratio | NA | -0.16 | 0.52 | 0.20 | 0.28 | NA | NA | 0.20 | 0.01 | -0.92 | 0.19 | 0.12 | 0.24 | -1.55 | 0.70 | 0.36 | -0.44 | 0.71 | 1.91 | 1.04 | -0.54 | 0.12 | 2.32 | -0.93 | -1.51 |
| Standard Deviation(%) | NA | 19.03 | 17.22 | 19.69 | 16.22 | NA | NA | 19.85 | 13.89 | 21.39 | 21.92 | 32.88 | 19.63 | 15.49 | 8.53 | 14.18 | 13.97 | 10.51 | 11.38 | 15.21 | 28.06 | 24.96 | 28.62 | 32.86 | 12.14 |
| Draw Down(%) | NA | 16.93 | 29.44 | 35.38 | 35.38 | NA | NA | 48.56 | 8.73 | 29.44 | 19.82 | 35.38 | 16.32 | 29.88 | 5.23 | 9.26 | 11.85 | 8.75 | 6.47 | 11.33 | 32.52 | 21.31 | 21.36 | 41.12 | 10.90 |
| Yield(%) | 0.00 | 4.91 | 11.89 | 9.95 | 7.10 | 6.57 | 4.37 | 5.82 | 0.00 | 4.09 | 17.05 | 8.76 | 18.42 | 6.84 | 5.72 | 4.39 | 2.11 | 0.00 | 0.00 | 0.00 | 0.29 | 1.68 | 0.00 | 0.00 | 0.00 |
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 |
|---|---|---|---|---|
| ESGJX (Gabelli ESG Fund Class C) |
-4.72%
Mar 2017 - Mar 2020 |
-1.10%
Mar 2015 - Mar 2020 |
2.88%
Mar 2010 - Mar 2020 |
3.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESGJX (Gabelli ESG Fund Class C) |
23.96%
Feb 2009 - Feb 2012 |
19.03%
Feb 2009 - Feb 2014 |
10.95%
Feb 2009 - Feb 2019 |
6.19%
Jan 2008 - Jan 2023 |
Annualized Rolling Returns Comparison Chart