Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/12/2019.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| SRIDX (GABELLI ESG FUND INC. CLASS I) | 5.97% | NA | 3.14% | 4.57% | 4.90% | 10.16% | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIDX (GABELLI ESG FUND INC. CLASS I) | 06/05/2007 | 07/12/2019 |
The return data shown below all have the same latest date: 07/12/2019.
AR inception is since 06/05/2007.
AR inception is since 06/05/2007.
| 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 | 3.14 | 4.57 | 4.90 | 10.16 | NA | NA | 5.97 | 18.66 | -15.64 | 13.53 | 10.73 | -3.04 | 8.52 | 23.01 | 16.84 | -13.93 | 12.35 | 68.12 | -29.21 | -8.39 |
| Sharpe Ratio | NA | 0.12 | 0.33 | 0.36 | 0.61 | NA | NA | 0.28 | 3.37 | -1.19 | 1.75 | 0.78 | -0.22 | 0.81 | 2.02 | 1.11 | -0.50 | 0.53 | 2.37 | -0.91 | -1.39 |
| Standard Deviation(%) | NA | 13.07 | 11.00 | 12.21 | 16.45 | NA | NA | 19.29 | 10.89 | 14.30 | 7.41 | 13.43 | 13.76 | 10.51 | 11.36 | 15.19 | 28.10 | 23.10 | 28.73 | 32.97 | 12.16 |
| Draw Down(%) | NA | 20.02 | 23.60 | 23.60 | 32.27 | NA | NA | 47.58 | 6.48 | 23.60 | 3.03 | 9.24 | 11.60 | 8.48 | 6.42 | 11.14 | 32.27 | 20.88 | 21.23 | 40.72 | 10.50 |
| Yield(%) | 0.00 | 6.43 | 5.27 | 3.85 | 4.86 | 2.50 | 1.87 | 3.12 | 0.00 | 6.21 | 5.77 | 4.08 | 1.99 | 0.00 | 0.00 | 0.00 | 0.87 | 7.19 | 0.00 | 0.52 | 0.42 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIDX (GABELLI ESG FUND INC. CLASS I) |
-0.15%
Aug 2007 - Aug 2010 |
2.21%
Dec 2013 - Dec 2018 |
6.95%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIDX (GABELLI ESG FUND INC. CLASS I) |
27.69%
Feb 2009 - Feb 2012 |
21.65%
Feb 2009 - Feb 2014 |
12.73%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart