Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAUBX (Gabelli Utilities B) | NA | 17.29% | 11.64% | 4.91% | NA | NA | NA | 5.17% |
Data as of 06/12/2013, AR inception is 03/04/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAUBX (Gabelli Utilities B) | 03/04/2004 | 06/12/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.29 | 11.64 | 4.91 | NA | NA | NA | 5.17 | 12.17 | 3.31 | 6.06 | 10.71 | 14.65 | -21.57 | 7.87 | 22.07 | -2.80 | 0.49 |
| Sharpe Ratio | NA | 2.08 | 0.97 | 0.26 | NA | NA | NA | 0.26 | 3.94 | 0.39 | 0.36 | 0.78 | 0.74 | -0.78 | 0.41 | 2.48 | -0.53 | -0.05 |
| Standard Deviation(%) | NA | 8.28 | 12.21 | 18.44 | NA | NA | NA | 15.14 | 7.48 | 8.36 | 16.62 | 13.58 | 19.61 | 28.84 | 11.80 | 7.62 | 9.36 | 8.83 |
| Draw Down(%) | NA | 7.10 | 13.13 | 38.03 | NA | NA | NA | 40.75 | 2.03 | 7.10 | 13.13 | 9.99 | 24.66 | 31.80 | 8.95 | 3.73 | 8.99 | 8.81 |
| Yield(%) | 0.00 | 14.31 | 13.92 | 9.86 | 7.29 | 4.86 | 3.65 | 8.10 | 4.47 | 15.85 | 13.30 | 12.83 | 13.70 | 9.81 | 9.51 | 10.38 | 0.00 | 0.00 |
Data as of 06/12/2013, AR inception is 03/04/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAUBX (Gabelli Utilities B) |
-5.87%
Feb 2006 - Feb 2009 |
-0.62%
Apr 2004 - Apr 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAUBX (Gabelli Utilities B) |
16.85%
Feb 2009 - Feb 2012 |
5.84%
Mar 2006 - Mar 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart