Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUT-PA (The Gabelli Utility Trust) | NA | -2.86% | -0.96% | 0.29% | NA | NA | NA | -0.48% |
Data as of 01/28/2022, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUT-PA (The Gabelli Utility Trust) | 06/19/2012 | 01/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | -2.86 | -0.96 | 0.29 | NA | NA | NA | -0.48 | -6.69 | 6.73 | 1.63 | -2.59 | 2.58 | 4.17 | -5.43 | -4.87 |
| Sharpe Ratio | NA | 0.07 | 0.00 | -0.02 | NA | NA | NA | -0.08 | -8.16 | 0.09 | 0.12 | -0.33 | 0.34 | 0.60 | -0.52 | -0.82 |
| Standard Deviation(%) | NA | 20.38 | 20.38 | 12.61 | NA | NA | NA | 10.24 | 7.38 | 18.27 | 8.41 | 8.45 | 7.58 | 6.92 | 10.41 | 11.09 |
| Draw Down(%) | NA | 10.56 | 10.56 | 10.56 | NA | NA | NA | 10.66 | 6.69 | 4.58 | 3.63 | 7.14 | 2.48 | 2.52 | 7.80 | 5.88 |
| Yield(%) | 0.00 | 3.97 | 1.32 | 2.76 | 3.64 | 2.43 | 1.82 | 4.05 | 0.00 | 3.97 | 5.56 | 5.41 | 5.54 | 5.74 | 5.49 | 2.60 |
Data as of 01/28/2022, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUT-PA (The Gabelli Utility Trust) |
-1.20%
Sep 2012 - Sep 2015 |
-0.51%
Mar 2013 - Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUT-PA (The Gabelli Utility Trust) |
2.68%
Sep 2013 - Sep 2016 |
1.92%
May 2016 - May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart