Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAB (Gabelli Equity Trust Closed Fund) | 14.14% | 20.48% | 8.47% | 14.53% | 10.21% | 11.82% | 8.89% | 9.32% |
Data as of 08/01/2025, AR inception is 08/14/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAB (Gabelli Equity Trust Closed Fund) | 08/14/1986 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.35 | 20.48 | 8.47 | 14.53 | 10.21 | 11.82 | 8.89 | 9.32 | 14.14 | 18.05 | 3.37 | -16.30 | 28.60 | 12.19 | 30.74 | -9.00 | 24.35 | 15.58 | -8.79 | -9.12 | 51.53 | 23.16 | -2.65 | 24.03 | 61.99 | -54.99 | 16.77 | 29.08 | -2.45 | 24.44 | 27.58 | -30.43 | 0.93 | 1.20 | 31.59 | 8.37 | 36.95 | 10.53 | 7.43 | -12.59 | 29.46 | 9.98 | 8.61 | -18.30 | 54.71 | 42.48 | -6.73 | -13.75 |
| Sharpe Ratio | NA | 1.23 | 0.34 | 0.70 | 0.40 | NA | NA | 0.29 | 1.50 | 1.01 | -0.02 | -0.71 | 1.72 | 0.25 | 2.38 | -0.58 | 2.11 | 0.90 | -0.53 | -0.48 | 3.66 | 1.37 | -0.09 | 1.04 | 1.36 | -0.92 | 0.78 | 2.52 | -0.40 | 1.47 | 1.46 | -0.92 | -0.07 | -0.17 | 1.81 | 0.24 | 1.92 | 0.43 | 0.19 | -0.79 | 1.65 | 0.41 | 0.22 | -0.83 | 2.23 | 1.67 | -0.31 | -1.68 |
| Standard Deviation(%) | NA | 17.63 | 17.94 | 18.90 | 22.41 | NA | NA | 24.08 | 19.42 | 14.32 | 16.74 | 25.13 | 16.66 | 48.26 | 12.30 | 17.88 | 11.28 | 17.02 | 16.54 | 19.12 | 14.08 | 16.95 | 29.13 | 23.12 | 45.58 | 60.76 | 17.60 | 10.23 | 11.91 | 15.98 | 18.37 | 34.30 | 23.46 | 17.81 | 15.61 | 20.62 | 17.27 | 15.84 | 17.94 | 19.71 | 16.45 | 18.28 | 21.74 | 28.71 | 21.88 | 22.45 | 35.73 | 21.41 |
| Draw Down(%) | NA | 12.35 | 22.07 | 26.60 | 48.02 | NA | NA | 74.73 | 12.35 | 7.18 | 19.63 | 26.50 | 8.37 | 48.02 | 4.82 | 24.59 | 8.38 | 15.25 | 18.34 | 22.43 | 7.01 | 12.78 | 26.84 | 16.51 | 51.14 | 67.43 | 17.62 | 5.55 | 18.14 | 13.31 | 14.32 | 47.29 | 24.11 | 11.88 | 7.22 | 18.92 | 10.00 | 7.79 | 13.58 | 17.97 | 8.79 | 16.69 | 15.48 | 32.62 | 8.93 | 7.80 | 35.00 | 16.05 |
| Yield(%) | 0.00 | 11.15 | 9.55 | 12.38 | 9.81 | 12.28 | 7.27 | 8.11 | 5.59 | 11.88 | 10.99 | 8.42 | 10.64 | 9.84 | 10.76 | 10.07 | 10.72 | 11.30 | 9.62 | 8.16 | 10.52 | 10.73 | 9.69 | 9.70 | 17.60 | 8.58 | 13.56 | 10.47 | 9.03 | 10.79 | 9.19 | 8.27 | 6.84 | 10.26 | 9.54 | 9.32 | 10.71 | 10.16 | 9.82 | 8.88 | 10.30 | 9.92 | 9.75 | 7.99 | 12.07 | 10.51 | 6.03 | 0.00 |
Data as of 08/01/2025, AR inception is 08/14/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB (Gabelli Equity Trust Closed Fund) |
-22.39%
Feb 2006 - Feb 2009 |
-11.08%
Feb 2004 - Feb 2009 |
-3.32%
Feb 1999 - Feb 2009 |
0.92%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB (Gabelli Equity Trust Closed Fund) |
43.89%
Feb 2009 - Feb 2012 |
38.07%
Feb 2009 - Feb 2014 |
20.33%
Feb 2009 - Feb 2019 |
16.02%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart