Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GCCEX (THE GABELLI EQUITY INCOME FUND CLASS C) | NA | -0.97% | 3.22% | 11.89% | 2.96% | 5.76% | 4.95% | … | … |
Data as of 03/13/2025, Common starting date is 12/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GCCEX (THE GABELLI EQUITY INCOME FUND CLASS C) | 12/26/2003 | 03/13/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.97 | 3.22 | 11.89 | 2.96 | 5.76 | 4.95 | … | … | 0.00 | 1.72 | 7.22 | -5.52 | 22.08 | 7.16 | 20.32 | -13.09 | -0.20 | 5.46 | -9.86 | 6.30 | 28.64 | 12.24 | 1.02 | 15.90 | 28.00 | -35.39 | 8.12 | 18.34 | 5.55 | 11.84 | 1.30 |
| Sharpe Ratio | NA | -0.96 | -0.06 | 0.53 | 0.08 | NA | NA | … | … | 0.00 | -0.54 | 0.22 | -0.36 | 1.67 | 0.21 | 1.70 | -1.04 | -0.07 | 0.39 | -0.63 | 0.60 | 2.65 | 1.04 | 0.05 | 0.93 | 1.05 | -1.03 | 0.39 | 1.75 | 0.39 | 1.20 | 20.25 |
| Standard Deviation(%) | NA | 7.73 | 13.77 | 17.55 | 16.38 | NA | NA | … | … | NA | 9.02 | 13.29 | 19.31 | 13.23 | 32.26 | 11.13 | 13.85 | 11.45 | 13.50 | 15.61 | 10.43 | 10.81 | 11.80 | 21.72 | 17.02 | 26.65 | 35.12 | 13.30 | 8.64 | 8.57 | 9.10 | 9.59 |
| Draw Down(%) | NA | 7.52 | 16.19 | 18.03 | 39.42 | NA | NA | … | … | 0.00 | 7.52 | 12.75 | 18.03 | 6.46 | 37.29 | 8.02 | 22.22 | 11.21 | 10.79 | 18.01 | 9.12 | 6.74 | 9.00 | 18.80 | 14.51 | 26.99 | 45.27 | 9.49 | 7.01 | 6.37 | 6.59 | 0.06 |
| Yield(%) | 0.00 | 8.89 | 20.55 | 23.87 | 9.28 | 10.56 | 8.50 | … | … | 0.00 | 16.81 | 37.84 | 26.34 | 36.22 | 36.87 | 40.28 | 25.23 | 6.31 | 14.05 | 2.95 | 5.67 | 3.93 | 1.85 | 1.85 | 1.91 | 2.56 | 1.69 | 3.57 | 4.56 | 3.14 | 3.70 | 0.18 |
Data as of 03/13/2025, Common starting date is 12/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCEX (THE GABELLI EQUITY INCOME FUND CLASS C) |
-13.27%
Feb 2006 – Feb 2009 |
-6.06%
Mar 2015 – Mar 2020 |
2.34%
Mar 2010 – Mar 2020 |
2.67%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GCCEX (THE GABELLI EQUITY INCOME FUND CLASS C) |
24.97%
Feb 2009 – Feb 2012 |
21.61%
Feb 2009 – Feb 2014 |
9.88%
Feb 2009 – Feb 2019 |
9.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart
