Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GCBEX (Gabelli Equity Income B) | NA | -19.04% | -0.41% | -1.51% | NA | NA | NA | 2.56% |
Data as of 03/26/2013, AR inception is 01/28/2004
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GCBEX (Gabelli Equity Income B) | 01/28/2004 | 03/26/2013 |
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 (%) | -21.01 | -19.04 | -0.41 | -1.51 | NA | NA | NA | 2.56 | -21.01 | 12.08 | 0.98 | 15.83 | 28.44 | -35.60 | 8.16 | 18.42 | 5.49 | 8.51 |
Sharpe Ratio | NA | -0.58 | -0.02 | -0.05 | NA | NA | NA | 0.07 | -1.31 | 1.18 | 0.04 | 0.92 | 1.07 | -1.04 | 0.39 | 1.75 | 0.39 | 0.89 |
Standard Deviation(%) | NA | 32.76 | 27.38 | 31.59 | NA | NA | NA | 20.79 | 49.15 | 10.28 | 21.73 | 17.06 | 26.56 | 35.06 | 13.30 | 8.68 | 8.51 | 9.26 |
Draw Down(%) | NA | 21.27 | 21.27 | 49.87 | NA | NA | NA | 52.73 | 21.01 | 9.06 | 18.81 | 14.56 | 26.66 | 45.30 | 9.48 | 7.01 | 6.42 | 6.65 |
Yield(%) | 0.00 | 0.86 | 1.58 | 1.57 | 2.56 | 1.71 | 1.28 | 2.85 | 0.00 | 1.24 | 1.69 | 1.91 | 2.57 | 1.69 | 3.57 | 4.56 | 3.14 | 3.45 |
Data as of 03/26/2013, 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 |
---|---|---|---|---|
GCBEX (Gabelli Equity Income B) |
-13.25%
Feb 2006 - Feb 2009 |
-5.12%
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 |
---|---|---|---|---|
GCBEX (Gabelli Equity Income B) |
24.95%
Feb 2009 - Feb 2012 |
4.67%
May 2006 - May 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart