Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GGZ-PA (The Gabelli Global Small and Mid Cap Value Trust) | NA | 5.04% | 6.64% | 6.27% | NA | NA | NA | … | … |
Data as of 02/25/2022, Common starting date is 05/09/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GGZ-PA (The Gabelli Global Small and Mid Cap Value Trust) | 05/09/2016 | 02/25/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 5.04 | 6.64 | 6.27 | NA | NA | NA | … | … | 0.36 | 3.75 | 1.36 | 6.32 | -4.48 | 6.50 | -4.44 |
| Sharpe Ratio | NA | 0.86 | 0.64 | 0.63 | NA | NA | NA | … | … | 0.64 | 0.61 | 0.08 | 0.70 | -0.75 | 0.91 | -0.92 |
| Standard Deviation(%) | NA | 5.84 | 9.70 | 8.81 | NA | NA | NA | … | … | 3.52 | 6.07 | 14.74 | 7.05 | 7.78 | 6.46 | 7.51 |
| Draw Down(%) | NA | 3.84 | 14.47 | 14.47 | NA | NA | NA | … | … | 0.94 | 3.84 | 15.71 | 2.42 | 7.34 | 2.61 | 10.28 |
| Yield(%) | 0.00 | 5.23 | 5.43 | 5.45 | 3.06 | 2.04 | 1.53 | … | … | 0.00 | 5.21 | 5.26 | 5.56 | 5.31 | 5.68 | 3.43 |
Data as of 02/25/2022, Common starting date is 05/09/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GGZ-PA (The Gabelli Global Small and Mid Cap Value Trust) |
5.14%
Aug 2016 – Aug 2019 |
5.51%
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 |
|---|---|---|---|---|
| GGZ-PA (The Gabelli Global Small and Mid Cap Value Trust) |
8.27%
Dec 2016 – Dec 2019 |
7.10%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart