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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
GAB-PK (The Gabelli Equity Trust Inc) 0.02% 3.71% 0.75% 0.70% NA NA NA 1.91%
Data as of 07/25/2025, AR inception is 12/13/2019
More Performance Analytics Comparison
Name Start Date End Date
GAB-PK (The Gabelli Equity Trust Inc) 12/13/2019 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.10 3.71 0.75 0.70 NA NA NA 1.91 0.02 3.97 5.27 -12.97 1.60 14.09 -0.48
Sharpe Ratio NA 0.05 -0.24 -0.13 NA NA NA -0.02 -0.34 0.04 0.15 -1.05 0.25 1.01 -1.71
Standard Deviation(%) NA 10.61 10.78 10.12 NA NA NA 11.03 9.02 10.01 10.83 13.82 6.18 13.70 6.71
Draw Down(%) NA 11.54 12.34 16.79 NA NA NA 16.97 3.77 10.26 6.61 16.46 6.42 16.97 1.14
Yield(%) 0.00 5.91 5.21 4.79 2.74 1.82 1.37 5.47 2.86 5.76 5.71 4.75 4.63 5.09 0.00
Data as of 07/25/2025, AR inception 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
0.95%
Jun 2020 - Jun 2025
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) 2.80%
Apr 2022 - Apr 2025
2.83%
Mar 2020 - Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart