Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTCBX (GAMCO Global Telecommunications B) | NA | -7.19% | 0.95% | -2.68% | 7.10% | NA | NA | 2.39% |
Data as of 03/26/2013, AR inception is 04/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTCBX (GAMCO Global Telecommunications B) | 04/03/2001 | 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 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.43 | -7.19 | 0.95 | -2.68 | 7.10 | NA | NA | 2.39 | -4.43 | 4.42 | -7.42 | 10.49 | 23.70 | -41.03 | 17.37 | 28.00 | 2.03 | 22.50 | 41.57 | -30.08 | -6.30 |
| Sharpe Ratio | NA | -0.73 | 0.05 | -0.12 | 0.31 | NA | NA | 0.05 | -1.93 | 0.43 | -0.35 | 0.61 | 0.96 | -1.10 | 1.00 | 2.31 | -0.02 | 1.79 | 2.58 | -1.15 | -0.50 |
| Standard Deviation(%) | NA | 9.97 | 16.52 | 23.73 | 19.08 | NA | NA | 19.97 | 9.28 | 10.19 | 21.14 | 16.93 | 24.58 | 37.99 | 14.38 | 10.72 | 8.27 | 12.02 | 15.83 | 27.22 | 20.92 |
| Draw Down(%) | NA | 12.94 | 21.33 | 51.19 | 57.07 | NA | NA | 57.07 | 4.43 | 12.94 | 21.33 | 11.19 | 25.29 | 52.47 | 11.47 | 9.78 | 7.51 | 13.00 | 17.24 | 46.03 | 29.20 |
| Yield(%) | 0.00 | 0.00 | 0.84 | 0.73 | 0.86 | 0.38 | 0.28 | 0.51 | 0.00 | 0.00 | 1.13 | 1.24 | 1.51 | 0.41 | 0.16 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/26/2013, AR inception is 04/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCBX (GAMCO Global Telecommunications B) |
-11.10%
Jun 2007 - Jun 2010 |
-6.13%
May 2007 - May 2012 |
3.20%
Jul 2001 - Jul 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTCBX (GAMCO Global Telecommunications B) |
29.77%
Sep 2002 - Sep 2005 |
26.86%
Sep 2002 - Sep 2007 |
9.72%
Sep 2002 - Sep 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart