Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GVCBX (Gabelli Value B) | NA | 25.81% | 15.13% | 7.26% | 5.86% | NA | NA | 4.81% |
Data as of 06/12/2013, AR inception is 04/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVCBX (Gabelli Value B) | 04/03/2001 | 06/12/2013 |
| 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 (%) | 0.00 | 25.81 | 15.13 | 7.26 | 5.86 | NA | NA | 4.81 | 11.14 | 16.06 | -0.71 | 26.64 | 40.28 | -44.60 | 3.70 | 21.06 | -8.04 | 7.56 | 29.12 | -16.64 | 4.31 |
| Sharpe Ratio | NA | 2.17 | 0.82 | 0.26 | 0.22 | NA | NA | 0.17 | 2.53 | 1.24 | -0.03 | 1.37 | 1.32 | -1.09 | 0.04 | 1.67 | -0.81 | 0.52 | 1.71 | -0.73 | 0.20 |
| Standard Deviation(%) | NA | 11.85 | 18.49 | 27.75 | 22.03 | NA | NA | 21.79 | 10.61 | 13.04 | 25.19 | 19.42 | 30.44 | 41.73 | 15.46 | 10.69 | 12.62 | 12.70 | 16.66 | 24.23 | 19.62 |
| Draw Down(%) | NA | 7.03 | 22.95 | 54.93 | 63.60 | NA | NA | 63.60 | 3.72 | 9.21 | 22.95 | 12.89 | 29.75 | 58.41 | 12.64 | 8.63 | 12.20 | 11.73 | 15.31 | 34.65 | 22.11 |
| Yield(%) | 0.00 | 6.86 | 8.15 | 4.95 | 6.12 | 4.06 | 3.04 | 5.07 | 0.00 | 6.93 | 11.65 | 3.96 | 1.29 | 2.03 | 9.99 | 25.22 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/12/2013, 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 |
|---|---|---|---|---|
| GVCBX (Gabelli Value B) |
-17.85%
Feb 2006 - Feb 2009 |
-11.17%
Feb 2004 - Feb 2009 |
2.25%
Aug 2001 - Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GVCBX (Gabelli Value B) |
31.63%
Feb 2009 - Feb 2012 |
13.80%
Sep 2002 - Sep 2007 |
7.84%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart