Performance analysis of GAB (Gabelli Equity Trust)
Annual Return
Over the past 3 years, GAB has had an average annual return of +12.06%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, GAB has had an average annual return of +5.52%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, GAB has had an average annual return of +11.15%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, GAB has had an average annual return of +7.97%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.51% | +27.12% | +18.16% | +3.42% | -16.19% | +28.35% | +15.34% | +31.57% | -8.76% | +24.71% | +15.92% | -8.47% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -8.85% | +51.97% | +23.52% | -2.49% | +24.31% | +62.38% | -54.84% | +12.61% | +29.46% | -2.04% | +23.61% | +28.27% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -29.96% | +4.12% | -2.69% | +8.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.46% | +1.64% | -6.00% | +1.25% | -1.06% | +0.18% | -5.51% | ||||||
| 2025 | +2.79% | +0.72% | +1.67% | -0.55% | +5.11% | +3.76% | +0% | +4.98% | +2.14% | +0% | +1.31% | +2.48% | +27.12% |
| 2024 | +0.59% | +7.24% | +3.51% | -4.17% | +3.78% | -2.57% | +5.39% | +2.19% | +0.78% | -2.19% | +7.82% | -4.59% | +18.16% |
| 2023 | +6.75% | -0.85% | +1.63% | -1.39% | -5.12% | +10.92% | -2.24% | -3.71% | -3.40% | -9.55% | +9.91% | +2.49% | +3.42% |
| 2022 | -3.34% | -1.44% | +3.38% | -1.88% | -1.76% | -6.49% | +3.11% | -0.32% | -10.14% | -2.18% | +13.94% | -8.30% | -16.19% |
| 2021 | -1.59% | +7.62% | +4.97% | +4.18% | +6.12% | -4.40% | -3.33% | +3.30% | -1.33% | +3.91% | +2.32% | +4.30% | +28.35% |
| 2020 | -0.82% | -8.44% | -18.61% | +4.37% | +6.61% | +7.01% | -0.40% | +9.78% | -4.91% | +4.72% | +16.89% | +3% | +15.34% |
| 2019 | +12.35% | +7.33% | +2.48% | +1.30% | -2.89% | +4.65% | -0.32% | -0.81% | +0.29% | +0.67% | +2.82% | +0.77% | +31.57% |
| 2018 | +5.01% | -2.92% | -0.68% | -0% | +2.45% | +2.20% | +2.55% | +2.49% | +0.76% | -10.19% | +4.98% | -13.81% | -8.76% |
| 2017 | +3.44% | +5.78% | +1.36% | +3.02% | -0.65% | +3.61% | +1.78% | +0.48% | +5.29% | -4.77% | +1.78% | +1.60% | +24.71% |
Drawdown analysis of GAB (Gabelli Equity Trust)
The maximum drawdown for the GAB was -74.61%, occurring on Mar 9, 2009. Recovery took 488 trading sessions.
The current GAB drawdown is -8.33%.
Since Nov 1, 1999 GAB has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 14 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -74.61% | Jul 12, 2007 | 417 | Mar 9, 2009 | 488 | Feb 11, 2011 | 905 |
| -47.08% | May 15, 2002 | 102 | Oct 9, 2002 | 541 | Dec 2, 2004 | 643 |
| -46.69% | Feb 19, 2020 | 23 | Mar 23, 2020 | 148 | Oct 21, 2020 | 171 |
| -32.10% | Mar 6, 2014 | 472 | Jan 20, 2016 | 270 | Feb 14, 2017 | 742 |
| -26.78% | Feb 11, 2011 | 161 | Oct 3, 2011 | 110 | Mar 12, 2012 | 271 |
| -26.51% | Dec 28, 2021 | 201 | Oct 14, 2022 | 471 | Aug 30, 2024 | 672 |
| -24.51% | Sep 20, 2018 | 65 | Dec 24, 2018 | 77 | Apr 16, 2019 | 142 |
| -22.09% | Jul 17, 2001 | 43 | Sep 21, 2001 | 115 | Mar 8, 2002 | 158 |
| -18.14% | Sep 16, 2005 | 25 | Oct 21, 2005 | 216 | Aug 31, 2006 | 241 |
| -14.74% | Jan 19, 2000 | 259 | Jan 29, 2001 | 76 | May 17, 2001 | 335 |
| -12.90% | Feb 17, 2026 | 32 | Apr 2, 2026 | Ongoing | Ongoing | Ongoing |
| -12.78% | Mar 26, 2012 | 37 | May 17, 2012 | 71 | Aug 28, 2012 | 108 |
| -12.35% | Mar 24, 2025 | 11 | Apr 8, 2025 | 23 | May 12, 2025 | 34 |
| -11.72% | Sep 21, 2012 | 37 | Nov 15, 2012 | 22 | Dec 18, 2012 | 59 |
| -9.98% | Dec 26, 2013 | 27 | Feb 5, 2014 | 16 | Feb 28, 2014 | 43 |
| -9.49% | Jan 26, 2018 | 9 | Feb 8, 2018 | 85 | Jun 12, 2018 | 94 |
| -8.56% | May 26, 2021 | 42 | Jul 27, 2021 | 73 | Nov 8, 2021 | 115 |
| -8.38% | Oct 5, 2017 | 29 | Nov 15, 2017 | 38 | Jan 11, 2018 | 67 |
| -7.83% | Dec 8, 2020 | 17 | Jan 4, 2021 | 35 | Feb 24, 2021 | 52 |
| -6.93% | May 23, 2013 | 21 | Jun 24, 2013 | 12 | Jul 11, 2013 | 33 |
| -6.82% | Oct 21, 2020 | 7 | Oct 30, 2020 | 6 | Nov 9, 2020 | 13 |
| -6.32% | Jul 23, 2013 | 25 | Aug 27, 2013 | 18 | Sep 23, 2013 | 43 |
| -6.26% | Mar 10, 2005 | 45 | May 13, 2005 | 16 | Jun 7, 2005 | 61 |
| -6.12% | Dec 14, 1999 | 2 | Dec 16, 1999 | 7 | Dec 28, 1999 | 9 |
| -6.09% | Sep 23, 2025 | 13 | Oct 10, 2025 | 42 | Dec 10, 2025 | 55 |