Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XGABX (The Gabelli Equity Trust Inc) | 7.46% | 20.12% | 16.87% | 8.12% | 9.19% | 7.31% | 3.60% | … | … |
Data as of 06/03/2026, Common starting date is 04/06/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGABX (The Gabelli Equity Trust Inc) | 04/06/1999 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | 20.12 | 16.87 | 8.12 | 9.19 | 7.31 | 3.60 | … | … | 7.46 | 19.01 | 12.36 | 15.41 | -11.02 | 20.18 | 12.32 | 24.08 | -11.41 | 12.50 | 2.46 | -15.93 | 2.92 | 40.92 | 10.36 | -11.11 | 16.30 | 21.50 | -55.39 | -1.38 | 16.17 | -6.79 | 8.90 | 27.07 | -29.91 | -17.80 | -14.51 | 7.87 |
| Sharpe Ratio | NA | 1.31 | 0.89 | 0.31 | 0.35 | NA | NA | … | … | 1.02 | 0.90 | 0.62 | 0.74 | -0.50 | 1.32 | 0.26 | 1.31 | -0.73 | 1.19 | 0.13 | -0.88 | 0.21 | 2.90 | 0.59 | -0.34 | 0.62 | 0.52 | -1.08 | -0.27 | 1.01 | -0.71 | 0.47 | 1.33 | -1.08 | -0.99 | -1.08 | 0.51 |
| Standard Deviation(%) | NA | 14.22 | 16.04 | 18.08 | 21.81 | NA | NA | … | … | 16.84 | 18.09 | 14.08 | 15.93 | 25.15 | 15.30 | 46.18 | 17.20 | 17.61 | 10.01 | 17.79 | 18.07 | 13.91 | 14.09 | 17.62 | 32.53 | 26.07 | 41.54 | 52.00 | 16.93 | 12.68 | 12.82 | 16.99 | 19.84 | 28.73 | 20.68 | 17.40 | 14.15 |
| Draw Down(%) | NA | 10.71 | 17.97 | 25.19 | 48.08 | NA | NA | … | … | 10.71 | 16.84 | 7.55 | 15.55 | 25.19 | 8.37 | 46.87 | 10.12 | 23.34 | 4.96 | 11.40 | 20.63 | 13.45 | 7.86 | 13.40 | 31.99 | 21.15 | 40.14 | 65.52 | 14.00 | 11.50 | 12.11 | 13.90 | 20.15 | 43.55 | 32.69 | 20.28 | 14.78 |
| Yield(%) | 0.00 | 11.07 | 11.72 | 8.81 | 8.40 | 7.07 | 3.88 | … | … | 2.66 | 11.49 | 11.61 | 11.81 | 9.35 | 10.84 | 9.91 | 11.43 | 8.44 | 1.69 | 0.00 | 0.00 | 8.93 | 10.50 | 2.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/06/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGABX (The Gabelli Equity Trust Inc) |
-28.85%
Feb 2006 – Feb 2009 |
-18.06%
Feb 2004 – Feb 2009 |
-10.82%
Jun 1999 – Jun 2009 |
-3.56%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGABX (The Gabelli Equity Trust Inc) |
22.85%
Feb 2009 – Feb 2012 |
21.36%
Feb 2009 – Feb 2014 |
10.52%
Feb 2016 – Feb 2026 |
9.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart