Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAB-PK (The Gabelli Equity Trust Inc) | -2.17% | 2.12% | 2.52% | -0.06% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 12/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAB-PK (The Gabelli Equity Trust Inc) | 12/13/2019 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 2.12 | 2.52 | -0.06 | NA | NA | NA | … | … | -2.17 | 3.79 | 3.97 | 5.27 | -12.97 | 1.60 | 14.09 | -0.48 |
| Sharpe Ratio | NA | -0.06 | -0.08 | -0.25 | NA | NA | NA | … | … | -0.87 | 0.10 | 0.04 | 0.15 | -1.05 | 0.25 | 1.01 | -1.71 |
| Standard Deviation(%) | NA | 8.23 | 9.68 | 10.29 | NA | NA | NA | … | … | 8.38 | 8.89 | 10.01 | 10.83 | 13.82 | 6.18 | 13.70 | 6.71 |
| Draw Down(%) | NA | 5.11 | 11.54 | 16.79 | NA | NA | NA | … | … | 5.03 | 3.77 | 10.26 | 6.61 | 16.46 | 6.42 | 16.97 | 1.14 |
| Yield(%) | 0.00 | 5.97 | 5.63 | 4.70 | 3.11 | 2.07 | 1.55 | … | … | 1.50 | 5.72 | 5.76 | 5.71 | 4.75 | 4.63 | 5.09 | 0.00 |
Data as of 06/12/2026, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PK (The Gabelli Equity Trust Inc) |
-3.13%
Nov 2020 – Nov 2023 |
0.00%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAB-PK (The Gabelli Equity Trust Inc) |
5.25%
Oct 2022 – Oct 2025 |
2.83%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart