Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SRIAX (GABELLI ESG FUND INC. CLASS A) | NA | 2.87% | 4.33% | 4.65% | 9.90% | NA | NA | 5.72% |
Data as of 07/12/2019, AR inception is 06/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIAX (GABELLI ESG FUND INC. CLASS A) | 06/05/2007 | 07/12/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.87 | 4.33 | 4.65 | 9.90 | NA | NA | 5.72 | 18.48 | -15.79 | 13.23 | 10.40 | -3.28 | 8.32 | 22.67 | 16.53 | -14.19 | 12.23 | 67.76 | -29.32 | -8.63 |
| Sharpe Ratio | NA | 0.10 | 0.31 | 0.34 | 0.60 | NA | NA | 0.27 | 3.33 | -1.20 | 1.70 | 0.75 | -0.24 | 0.79 | 2.00 | 1.09 | -0.51 | 0.53 | 2.35 | -0.92 | -1.42 |
| Standard Deviation(%) | NA | 13.11 | 11.00 | 12.22 | 16.44 | NA | NA | 19.28 | 10.91 | 14.30 | 7.44 | 13.46 | 13.76 | 10.52 | 11.34 | 15.25 | 28.10 | 23.07 | 28.74 | 32.91 | 12.12 |
| Draw Down(%) | NA | 20.11 | 23.81 | 23.81 | 32.34 | NA | NA | 47.82 | 6.51 | 23.81 | 3.10 | 9.25 | 11.71 | 8.58 | 6.48 | 11.13 | 32.34 | 20.88 | 21.27 | 40.70 | 10.79 |
| Yield(%) | 0.00 | 6.58 | 5.27 | 3.84 | 4.78 | 2.44 | 1.83 | 3.05 | 0.00 | 6.35 | 5.60 | 4.15 | 2.02 | 0.00 | 0.00 | 0.00 | 0.69 | 7.22 | 0.00 | 0.37 | 0.38 |
Data as of 07/12/2019, AR inception is 06/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIAX (GABELLI ESG FUND INC. CLASS A) |
-0.35%
Aug 2007 - Aug 2010 |
1.98%
Dec 2013 - Dec 2018 |
6.72%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIAX (GABELLI ESG FUND INC. CLASS A) |
27.42%
Feb 2009 - Feb 2012 |
21.37%
Feb 2009 - Feb 2014 |
12.45%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart