Performance analysis of Gabelli Equity Trust (GAB-P-G)
Annual Return
Over the past 3 years, GAB-P-G has had an average annual return of +1.66%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, GAB-P-G has had an average annual return of +0.49%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, GAB-P-G has had an average annual return of +3.06%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Sep 22, 2014, GAB-P-G has had an average annual return of +4.17%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.30% | +4.31% | +3.18% | +4.36% | -9.25% | +4.13% | +7.69% | +16.98% | -3.57% | +13.26% | -0.22% | +13.95% |
| 2014 | |||||||||||
| -1.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.30% | +0.05% | -2.49% | +0.54% | -1.64% | +1.45% | -0.45% | -1.30% | |||||
| 2025 | +0.94% | +1.41% | -0.45% | -0.90% | -0.24% | -1.20% | +0.68% | +1.67% | +2.54% | -0.79% | +0.58% | +0.05% | +4.31% |
| 2024 | +1.94% | -1.35% | +1.53% | -1.54% | -2.23% | +1.42% | +0.47% | +4.56% | +9.54% | -0.98% | -1.53% | -7.75% | +3.18% |
| 2023 | +3.90% | -1.63% | +1.21% | +0.78% | +0.12% | -0.29% | +0.32% | -1.67% | -1.09% | -3.27% | +2.80% | +3.36% | +4.36% |
| 2022 | -0.12% | -2.14% | +1% | -6.78% | +0.93% | +1.04% | +5.11% | -1.63% | -8.02% | -2.83% | +5.16% | -0.48% | -9.25% |
| 2021 | -0.89% | +0.12% | +0.83% | +1.14% | +0.12% | +0.75% | -0.16% | +1.01% | +0.57% | -0.27% | -1.29% | +2.17% | +4.13% |
| 2020 | +0.80% | +0.42% | -3.61% | +2.97% | +0.96% | +2.13% | +0.94% | -0.07% | +0.83% | -0.31% | +0.55% | +1.96% | +7.69% |
| 2019 | +4.17% | +0.51% | +1.10% | +3.43% | +0.16% | +2.29% | +0.65% | +1.69% | +0.29% | +1.31% | -0.75% | +1.04% | +16.98% |
| 2018 | -3.04% | +0.25% | +1.56% | -0.46% | +0.84% | +1.15% | +1.46% | -0.82% | +0.41% | -3.78% | +0.26% | -1.29% | -3.57% |
| 2017 | +2% | +3.25% | +1.35% | +1.05% | +1.02% | +2.06% | +0.09% | +0.36% | +1.17% | -0.68% | +0.28% | +0.62% | +13.26% |
Drawdown analysis of Gabelli Equity Trust (GAB-P-G)
The maximum drawdown for the GAB-P-G was -15.63%, occurring on Oct 24, 2022. Recovery took 469 trading sessions.
The current GAB-P-G drawdown is -7.96%.
Since Sep 22, 2014 GAB-P-G has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.63% | Oct 19, 2021 | 255 | Oct 24, 2022 | 469 | Sep 6, 2024 | 724 |
| -11.69% | Sep 20, 2024 | 138 | Apr 10, 2025 | Ongoing | Ongoing | Ongoing |
| -11.06% | Feb 20, 2020 | 22 | Mar 23, 2020 | 41 | May 20, 2020 | 63 |
| -11.04% | Sep 20, 2016 | 62 | Dec 16, 2016 | 101 | May 15, 2017 | 163 |
| -8.17% | Aug 9, 2018 | 91 | Dec 20, 2018 | 52 | Mar 8, 2019 | 143 |
| -4.92% | Jan 5, 2018 | 24 | Feb 9, 2018 | 82 | Jun 8, 2018 | 106 |
| -4.01% | Nov 18, 2014 | 30 | Jan 2, 2015 | 28 | Feb 12, 2015 | 58 |
| -3.13% | Sep 13, 2021 | 18 | Oct 7, 2021 | 8 | Oct 19, 2021 | 26 |
| -2.95% | Nov 4, 2015 | 6 | Nov 12, 2015 | 23 | Dec 16, 2015 | 29 |
| -2.70% | May 26, 2015 | 34 | Jul 14, 2015 | 36 | Sep 2, 2015 | 70 |
| -2.38% | Sep 26, 2017 | 63 | Dec 26, 2017 | 7 | Jan 5, 2018 | 70 |
| -2.38% | Sep 11, 2024 | 1 | Sep 12, 2024 | 1 | Sep 13, 2024 | 2 |
| -2.15% | Jun 18, 2019 | 1 | Jun 19, 2019 | 3 | Jun 24, 2019 | 4 |
| -1.95% | Dec 22, 2020 | 48 | Mar 4, 2021 | 23 | Apr 7, 2021 | 71 |
| -1.94% | Apr 21, 2015 | 11 | May 6, 2015 | 13 | May 26, 2015 | 24 |
| -1.91% | Mar 18, 2016 | 1 | Mar 21, 2016 | 4 | Mar 28, 2016 | 5 |
| -1.88% | Jun 18, 2018 | 10 | Jul 2, 2018 | 21 | Aug 1, 2018 | 31 |
| -1.86% | May 15, 2017 | 6 | May 23, 2017 | 9 | Jun 6, 2017 | 15 |
| -1.81% | Mar 28, 2016 | 4 | Apr 1, 2016 | 53 | Jun 16, 2016 | 57 |
| -1.80% | Sep 26, 2014 | 11 | Oct 13, 2014 | 6 | Oct 21, 2014 | 17 |
| -1.70% | Sep 22, 2015 | 6 | Sep 30, 2015 | 6 | Oct 8, 2015 | 12 |
| -1.67% | Dec 16, 2015 | 1 | Dec 17, 2015 | 30 | Feb 2, 2016 | 31 |
| -1.65% | Feb 3, 2016 | 9 | Feb 17, 2016 | 8 | Feb 29, 2016 | 17 |
| -1.59% | Mar 8, 2016 | 5 | Mar 15, 2016 | 3 | Mar 18, 2016 | 8 |
| -1.55% | Aug 14, 2017 | 1 | Aug 15, 2017 | 26 | Sep 21, 2017 | 27 |