UK markets close in 7 hours 6 minutes

Gabelli ESG Fund (ESGHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.19-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.57%
5-year average return5.28%
Number of years up10
Number of years down5
Best 1-yr total return (25 May 2023)67.76%
Worst 1-yr total return (25 May 2023)N/A
Best 3-yr total return67.76%
Worst 3-yr total return1.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESGHXCategory
YTD2.57%12.08%
1-month-0.42%0.64%
3-month-0.33%6.49%
1-year0.17%38.01%
3-year10.10%12.74%
5-year5.28%12.82%
10-year5.81%9.05%
Last bull market41.77%18.82%
Last bear market-14.62%-20.53%

Annual total return (%) history

Year
ESGHXCategory
2023
N/AN/A
2022
-18.74%N/A
2021
22.03%N/A
2020
13.40%12.96%
2019
25.86%25.26%
2018
-15.79%-10.06%
2017
13.23%22.28%
2016
10.40%6.93%
2015
-3.28%-0.92%
2014
8.32%3.67%
2013
22.67%24.08%
2012
16.53%14.39%
2011
-14.19%-7.19%
2010
12.23%14.49%
2009
67.76%34.45%
2008
-29.33%-41.13%
2007
N/A12.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.68%N/AN/AN/A
2022-9.69%-14.62%-7.23%13.60%
20217.48%6.63%0.31%6.15%
2020-22.85%16.63%7.42%17.32%
201912.16%4.07%1.99%5.73%
2018-3.77%-1.70%4.05%-14.45%
20174.93%2.51%2.38%2.82%
20162.44%4.41%3.15%0.06%
20150.88%0.54%-7.31%2.87%
2014-0.74%5.27%-3.59%7.53%
20138.49%-0.33%5.35%7.69%
201213.37%-5.39%5.00%3.46%
201115.23%-8.09%-18.61%-0.45%
2010-2.80%-13.92%16.39%15.24%
2009-4.07%28.22%18.70%14.90%
2008-7.59%-2.62%-3.67%-18.47%
2007-1.01%-6.67%N/AN/A

Rank in category (by total return)

YTD86
1-month67
3-month86
1-year69
3-year52
5-year66

Load adjusted returns

1-year-3.92%
3-year9.57%
5-year4.70%
10-year5.69%