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Gabelli ESG Fund (ESGGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.20-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.48%
5-year average return5.25%
Number of years up10
Number of years down5
Best 1-yr total return (25 May 2023)67.66%
Worst 1-yr total return (25 May 2023)N/A
Best 3-yr total return67.66%
Worst 3-yr total return1.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESGGXCategory
YTD2.48%12.08%
1-month-0.50%0.64%
3-month-0.42%6.49%
1-year0.09%38.01%
3-year10.09%12.74%
5-year5.25%12.82%
10-year5.80%9.05%
Last bull market41.82%18.82%
Last bear market-14.60%-20.53%

Annual total return (%) history

Year
ESGGXCategory
2023
N/AN/A
2022
-18.71%N/A
2021
22.00%N/A
2020
13.46%12.96%
2019
25.83%25.26%
2018
-15.83%-10.06%
2017
13.29%22.28%
2016
10.39%6.93%
2015
-3.28%-0.92%
2014
8.31%3.67%
2013
22.65%24.08%
2012
16.51%14.39%
2011
-14.10%-7.19%
2010
12.11%14.49%
2009
67.66%34.45%
2008
-29.41%-41.13%
2007
N/A12.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.59%N/AN/AN/A
2022-9.68%-14.60%-7.22%13.58%
20217.47%6.62%0.31%6.14%
2020-22.83%16.62%7.41%17.38%
201912.15%4.06%2.05%5.65%
2018-3.76%-1.69%3.98%-14.44%
20174.99%2.44%2.38%2.89%
20162.44%4.41%3.15%0.06%
20150.88%0.54%-7.30%2.87%
2014-0.74%5.26%-3.59%7.52%
20138.48%-0.33%5.34%7.69%
201213.35%-5.38%5.00%3.45%
201115.23%-8.09%-18.61%-0.35%
2010-2.70%-13.89%16.24%15.11%
2009-4.22%28.38%18.68%14.88%
2008-7.68%-2.62%-3.79%-18.39%
2007-1.01%-6.61%N/AN/A

Rank in category (by total return)

YTD87
1-month64
3-month86
1-year69
3-year52
5-year66

Load adjusted returns

1-year1.95%
3-year11.77%
5-year5.96%
10-year6.32%