Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GDV-PG (The Gabelli Dividend & Income Trust PFD SER G) | NA | 5.97% | 7.28% | 6.25% | NA | NA | NA | 6.26% |
Data as of 01/28/2022, AR inception is 07/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDV-PG (The Gabelli Dividend & Income Trust PFD SER G) | 07/01/2016 | 01/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 5.97 | 7.28 | 6.25 | NA | NA | NA | 6.26 | -0.12 | 4.94 | 0.43 | 8.60 | -6.39 | 7.96 | -7.38 |
| Sharpe Ratio | NA | 1.20 | 0.48 | 0.45 | NA | NA | NA | 0.39 | -2.59 | 0.96 | 0.01 | 1.09 | -0.99 | 0.83 | -0.81 |
| Standard Deviation(%) | NA | 4.95 | 14.00 | 11.99 | NA | NA | NA | 12.60 | 0.64 | 5.12 | 23.92 | 6.62 | 7.81 | 8.85 | 17.81 |
| Draw Down(%) | NA | 2.15 | 17.62 | 17.62 | NA | NA | NA | 17.62 | 0.12 | 2.15 | 18.84 | 1.98 | 7.49 | 5.43 | 16.45 |
| Yield(%) | 0.00 | 5.16 | 5.41 | 5.34 | 2.86 | 1.90 | 1.43 | 5.71 | 0.00 | 5.10 | 5.10 | 5.49 | 5.24 | 5.53 | 2.52 |
Data as of 01/28/2022, AR inception is 07/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDV-PG (The Gabelli Dividend & Income Trust PFD SER G) |
5.15%
Aug 2016 - Aug 2019 |
5.08%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDV-PG (The Gabelli Dividend & Income Trust PFD SER G) |
8.67%
Dec 2016 - Dec 2019 |
7.36%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart