Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GBCBX (Gabelli Blue Chip Value B) | NA | -3.83% | 11.87% | -1.63% | NA | NA | NA | 3.10% |
Data as of 04/12/2012, AR inception is 01/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBCBX (Gabelli Blue Chip Value B) | 01/28/2004 | 04/12/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.83 | 11.87 | -1.63 | NA | NA | NA | 3.10 | 1.29 | -1.28 | 11.95 | 29.69 | -34.17 | -0.71 | 16.68 | 6.04 | 8.69 |
| Sharpe Ratio | NA | -0.17 | 0.66 | -0.08 | NA | NA | NA | 0.08 | 2.00 | -0.06 | 0.78 | 0.99 | -0.83 | -0.24 | 1.22 | 0.35 | 0.71 |
| Standard Deviation(%) | NA | 22.44 | 18.56 | 27.19 | NA | NA | NA | 22.23 | 2.34 | 23.41 | 15.12 | 29.88 | 41.93 | 15.33 | 10.99 | 10.99 | 11.83 |
| Draw Down(%) | NA | 21.95 | 21.95 | 54.77 | NA | NA | NA | 54.77 | 0.00 | 21.95 | 12.85 | 27.12 | 45.94 | 13.18 | 9.44 | 7.57 | 8.22 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.72 | 0.50 | 0.33 | 0.25 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 3.69 | 0.00 | 0.00 | 0.00 |
Data as of 04/12/2012, AR inception is 01/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCBX (Gabelli Blue Chip Value B) |
-14.85%
Feb 2006 - Feb 2009 |
-6.02%
Feb 2004 - Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBCBX (Gabelli Blue Chip Value B) |
20.14%
Feb 2009 - Feb 2012 |
2.36%
Feb 2006 - Feb 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart