Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) | 0.39% | 3.69% | 0.77% | 1.18% | 3.89% | NA | NA | 3.96% |
Data as of 07/18/2025, AR inception is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) | 08/06/2012 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 3.69 | 0.77 | 1.18 | 3.89 | NA | NA | 3.96 | 0.39 | 3.16 | 4.40 | -9.25 | 4.15 | 7.64 | 16.93 | -3.61 | 13.21 | -0.26 | 13.91 | 12.75 | -13.53 | 2.56 |
| Sharpe Ratio | NA | 0.05 | -0.24 | -0.08 | 0.25 | NA | NA | 0.27 | -0.32 | -0.04 | 0.08 | -0.80 | 0.52 | 0.66 | 1.88 | -0.56 | 1.73 | -0.05 | 1.57 | 1.43 | -1.32 | 1.08 |
| Standard Deviation(%) | NA | 10.62 | 10.60 | 10.04 | 9.78 | NA | NA | 9.60 | 7.33 | 11.18 | 9.74 | 13.41 | 7.92 | 11.08 | 8.22 | 9.01 | 7.29 | 10.04 | 8.82 | 8.89 | 10.25 | 6.06 |
| Draw Down(%) | NA | 11.71 | 12.74 | 15.62 | 15.62 | NA | NA | 17.82 | 3.83 | 10.62 | 7.51 | 15.27 | 4.24 | 11.07 | 2.14 | 8.19 | 2.76 | 11.05 | 2.95 | 3.85 | 17.82 | 3.08 |
| Yield(%) | 0.00 | 5.94 | 5.24 | 4.92 | 5.25 | 4.25 | 3.18 | 5.31 | 2.93 | 5.77 | 5.71 | 4.91 | 4.87 | 4.96 | 5.47 | 5.03 | 5.42 | 5.07 | 5.56 | 5.89 | 5.48 | 2.38 |
Data as of 07/18/2025, AR inception is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) |
-1.63%
Oct 2020 - Oct 2023 |
1.04%
Jun 2020 - Jun 2025 |
3.33%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PG (The Gabelli Equity Trust Inc. PFD-G) |
11.87%
Oct 2013 - Oct 2016 |
7.86%
Aug 2013 - Aug 2018 |
5.81%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart