Performance analysis of Gabelli Equity Trust (GAB-P-H)
Annual Return
Over the past 3 years, GAB-P-H has had an average annual return of +1.44%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, GAB-P-H has had an average annual return of +0.37%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, GAB-P-H has had an average annual return of +2.89%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Sep 22, 2014, GAB-P-H has had an average annual return of +3.82%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.00% | +3.63% | +4.64% | +4.13% | -9.12% | +3% | +7.70% | +16.85% | -4.83% | +15.63% | -4.04% | +14.56% |
| 2014 | |||||||||||
| -1.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.20% | +0.67% | -2.43% | -0.34% | -1.31% | +0.80% | -0.56% | -2.00% | |||||
| 2025 | +0.94% | +0.61% | -0.69% | +0.08% | -1.74% | -0.04% | +0.34% | +1.68% | +3.08% | -1.08% | +0.42% | +0.06% | +3.63% |
| 2024 | +2.03% | +0.02% | +1.65% | -3.35% | -0.95% | +0.71% | +0.95% | +4.64% | +10.06% | -1.81% | -1.60% | -6.86% | +4.64% |
| 2023 | +5.21% | -1.65% | +0.40% | +1.34% | -0.44% | +0.05% | +0% | -1.52% | -0.47% | -3.99% | +2.32% | +3.12% | +4.13% |
| 2022 | +0.29% | -1.65% | +1.09% | -6.85% | -1.03% | +1.90% | +5.40% | -1.18% | -7.89% | -2.01% | +3.59% | -0.37% | -9.12% |
| 2021 | -0.92% | -0.51% | +0.95% | +0.61% | +0.13% | +1.22% | +0.39% | +0.09% | +0.46% | +0.58% | -1.09% | +1.06% | +3% |
| 2020 | +0.59% | -0.90% | -3.08% | +3.95% | +0.60% | +1.68% | +1.37% | -0.41% | +1.46% | -0.24% | +0% | +2.61% | +7.70% |
| 2019 | +3.25% | +1.32% | +1.96% | +2.75% | +0.61% | +1.59% | +1.05% | +0.87% | +1% | +1.19% | -0.47% | +0.60% | +16.85% |
| 2018 | -2.62% | -0.57% | +0.22% | +1.08% | +1.03% | +1.43% | +0.86% | -0.60% | -0.49% | -3.22% | -1.15% | -0.80% | -4.83% |
| 2017 | +1.89% | +4.81% | +1.08% | +1.04% | +0.69% | +1.99% | -0.16% | +1.37% | +0.05% | -0.06% | +0.95% | +1.08% | +15.63% |
Drawdown analysis of Gabelli Equity Trust (GAB-P-H)
The maximum drawdown for the GAB-P-H was -15.18%, occurring on Mar 18, 2020. Recovery took 89 trading sessions.
The current GAB-P-H drawdown is -9.10%.
Since Sep 22, 2014 GAB-P-H has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.18% | Oct 22, 2019 | 101 | Mar 18, 2020 | 89 | Jul 24, 2020 | 190 |
| -14.46% | Feb 3, 2022 | 181 | Oct 24, 2022 | 467 | Sep 4, 2024 | 648 |
| -11.68% | Sep 22, 2016 | 60 | Dec 16, 2016 | 116 | Jun 6, 2017 | 176 |
| -11.56% | Sep 19, 2024 | 184 | Jun 16, 2025 | Ongoing | Ongoing | Ongoing |
| -8.22% | Jul 27, 2018 | 100 | Dec 20, 2018 | 68 | Apr 1, 2019 | 168 |
| -5.36% | Jan 5, 2018 | 23 | Feb 8, 2018 | 84 | Jun 11, 2018 | 107 |
| -4.44% | Sep 26, 2014 | 7 | Oct 7, 2014 | 27 | Nov 13, 2014 | 34 |
| -3.52% | Dec 23, 2014 | 13 | Jan 13, 2015 | 21 | Feb 12, 2015 | 34 |
| -3.00% | Dec 11, 2015 | 1 | Dec 14, 2015 | 4 | Dec 18, 2015 | 5 |
| -2.71% | Apr 6, 2015 | 28 | May 14, 2015 | 24 | Jun 18, 2015 | 52 |
| -2.68% | Dec 18, 2015 | 20 | Jan 20, 2016 | 29 | Mar 2, 2016 | 49 |
| -2.25% | Sep 11, 2015 | 15 | Oct 2, 2015 | 4 | Oct 8, 2015 | 19 |
| -2.13% | Jun 18, 2015 | 5 | Jun 25, 2015 | 51 | Sep 8, 2015 | 56 |
| -2.09% | Nov 14, 2014 | 6 | Nov 24, 2014 | 20 | Dec 23, 2014 | 26 |
| -2.06% | Sep 10, 2019 | 2 | Sep 12, 2019 | 10 | Sep 26, 2019 | 12 |
| -1.99% | Oct 22, 2015 | 5 | Oct 29, 2015 | 13 | Nov 17, 2015 | 18 |
| -1.98% | Sep 24, 2021 | 36 | Nov 15, 2021 | 39 | Jan 11, 2022 | 75 |
| -1.91% | Jun 24, 2019 | 15 | Jul 16, 2019 | 9 | Jul 29, 2019 | 24 |
| -1.75% | Dec 20, 2017 | 3 | Dec 26, 2017 | 3 | Dec 29, 2017 | 6 |
| -1.73% | Mar 2, 2016 | 8 | Mar 14, 2016 | 16 | Apr 6, 2016 | 24 |
| -1.58% | Dec 31, 2020 | 43 | Mar 5, 2021 | 25 | Apr 12, 2021 | 68 |
| -1.57% | Jul 5, 2016 | 1 | Jul 6, 2016 | 45 | Sep 8, 2016 | 46 |
| -1.50% | Nov 17, 2015 | 10 | Dec 2, 2015 | 7 | Dec 11, 2015 | 17 |
| -1.43% | Sep 8, 2016 | 6 | Sep 16, 2016 | 4 | Sep 22, 2016 | 10 |
| -1.42% | Sep 26, 2019 | 3 | Oct 1, 2019 | 14 | Oct 21, 2019 | 17 |