Performance analysis of Gabelli Equity Trust (GAB-P-K)
Annual Return
Over the past 3 years, GAB-P-K has had an average annual return of +1.61%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, GAB-P-K has had an average annual return of -0.15%, underperforming the benchmark SPY, which returned +12.50% annual.
Since Dec 11, 2019, GAB-P-K has had an average annual return of +1.96%, underperforming the benchmark SPY, which returned +15.47% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.30% | +3.78% | +3.96% | +5.25% | -12.98% | +1.59% | +14.20% | +0.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.43% | +0.23% | -0.79% | -0.49% | -2.72% | +1.08% | +0% | -1.30% | |||||
| 2025 | +0.28% | +0.89% | -0.27% | -0.43% | -1.18% | -0.27% | +0.25% | +1.94% | +2.86% | -0.67% | +2.20% | -1.77% | +3.78% |
| 2024 | +1.29% | -0.28% | +1.68% | -2.27% | -1.56% | +0.67% | +1.02% | +4.43% | +10% | -1.87% | -2.97% | -5.40% | +3.96% |
| 2023 | +5.22% | -0.78% | -0.26% | +1.99% | +0.17% | +0.45% | -1.19% | -1.78% | -0.50% | -2.13% | +0.33% | +3.88% | +5.25% |
| 2022 | -2.17% | -3.34% | +1.52% | -8.26% | +2.48% | +1.48% | +2.90% | -0.74% | -8.81% | -1.02% | +3.82% | -0.75% | -12.98% |
| 2021 | -4.48% | -0.47% | +1.52% | +0.70% | +0.91% | +1.55% | +0.69% | -0.60% | +0.76% | +0.53% | -0.41% | +1.02% | +1.59% |
| 2020 | +3.62% | -1.34% | -5.14% | +4.92% | +0.92% | +1.62% | +2.58% | +1.53% | +1.47% | +0.24% | +1.83% | +1.46% | +14.20% |
| 2019 | +0.48% | +0.48% |
Drawdown analysis of Gabelli Equity Trust (GAB-P-K)
The maximum drawdown for the GAB-P-K was -16.91%, occurring on Mar 23, 2020. Recovery took 57 trading sessions.
The current GAB-P-K drawdown is -7.95%.
Since Dec 11, 2019 GAB-P-K has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.91% | Feb 13, 2020 | 26 | Mar 23, 2020 | 57 | Jun 12, 2020 | 83 |
| -16.79% | Dec 3, 2021 | 226 | Oct 27, 2022 | 468 | Sep 10, 2024 | 694 |
| -11.50% | Oct 3, 2024 | 165 | Jun 3, 2025 | Ongoing | Ongoing | Ongoing |
| -6.42% | Jan 5, 2021 | 8 | Jan 15, 2021 | 122 | Jul 13, 2021 | 130 |
| -1.84% | Jun 16, 2020 | 15 | Jul 8, 2020 | 5 | Jul 15, 2020 | 20 |
| -1.67% | Oct 15, 2020 | 1 | Oct 16, 2020 | 2 | Oct 20, 2020 | 3 |
| -1.56% | Aug 9, 2021 | 6 | Aug 17, 2021 | 22 | Sep 17, 2021 | 28 |
| -1.50% | Aug 24, 2020 | 8 | Sep 3, 2020 | 6 | Sep 14, 2020 | 14 |
| -1.47% | Oct 23, 2020 | 4 | Oct 29, 2020 | 12 | Nov 16, 2020 | 16 |
| -1.14% | Dec 23, 2019 | 5 | Dec 31, 2019 | 5 | Jan 8, 2020 | 10 |
| -1.14% | Jul 23, 2020 | 1 | Jul 24, 2020 | 9 | Aug 6, 2020 | 10 |
| -1.04% | Dec 31, 2020 | 1 | Jan 4, 2021 | 1 | Jan 5, 2021 | 2 |
| -1.03% | Jul 13, 2021 | 4 | Jul 19, 2021 | 12 | Aug 4, 2021 | 16 |
| -0.91% | Oct 25, 2021 | 18 | Nov 18, 2021 | 2 | Nov 22, 2021 | 20 |
| -0.90% | Sep 22, 2020 | 1 | Sep 23, 2020 | 3 | Sep 28, 2020 | 4 |
| -0.86% | Nov 22, 2021 | 3 | Nov 26, 2021 | 5 | Dec 3, 2021 | 8 |
| -0.76% | Sep 14, 2020 | 1 | Sep 15, 2020 | 2 | Sep 17, 2020 | 3 |
| -0.73% | Sep 19, 2024 | 1 | Sep 20, 2024 | 7 | Oct 1, 2024 | 8 |
| -0.72% | Aug 6, 2020 | 2 | Aug 10, 2020 | 4 | Aug 14, 2020 | 6 |
| -0.68% | Jan 31, 2020 | 1 | Feb 3, 2020 | 4 | Feb 7, 2020 | 5 |
| -0.66% | Dec 7, 2020 | 7 | Dec 16, 2020 | 1 | Dec 17, 2020 | 8 |
| -0.66% | Oct 15, 2021 | 2 | Oct 19, 2021 | 4 | Oct 25, 2021 | 6 |
| -0.53% | Sep 17, 2021 | 7 | Sep 28, 2021 | 13 | Oct 15, 2021 | 20 |
| -0.51% | Dec 18, 2020 | 7 | Dec 30, 2020 | 1 | Dec 31, 2020 | 8 |
| -0.49% | Oct 5, 2020 | 3 | Oct 8, 2020 | 4 | Oct 14, 2020 | 7 |