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Gabelli ESG Fund (ESGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.64-0.01 (-0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.48%
5-year average return5.33%
Number of years up10
Number of years down5
Best 1-yr total return (25 May 2023)68.13%
Worst 1-yr total return (25 May 2023)N/A
Best 3-yr total return68.13%
Worst 3-yr total return1.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnESGKXCategory
YTD2.48%12.08%
1-month-0.48%0.64%
3-month-0.40%6.49%
1-year0.10%38.01%
3-year10.06%12.74%
5-year5.33%12.82%
10-year5.98%9.05%
Last bull market41.78%18.82%
Last bear market-14.60%-20.53%

Annual total return (%) history

Year
ESGKXCategory
2023
N/AN/A
2022
-18.70%N/A
2021
22.03%N/A
2020
13.37%12.96%
2019
26.23%25.26%
2018
-15.64%-10.06%
2017
13.52%22.28%
2016
10.72%6.93%
2015
-3.04%-0.92%
2014
8.52%3.67%
2013
23.01%24.08%
2012
16.84%14.39%
2011
-13.92%-7.19%
2010
12.35%14.49%
2009
68.12%34.45%
2008
-29.21%-41.13%
2007
N/A12.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20233.63%N/AN/AN/A
2022-9.67%-14.60%-7.22%13.59%
20217.52%6.62%0.30%6.13%
2020-22.91%16.73%7.37%17.34%
201912.26%4.10%2.14%5.75%
2018-3.69%-1.66%4.09%-14.44%
20174.96%2.58%2.40%2.97%
20162.47%4.48%3.30%0.13%
20151.01%0.60%-7.26%2.90%
2014-0.73%5.35%-3.48%7.50%
20138.59%-0.33%5.38%7.85%
201213.39%-5.26%5.06%3.52%
201115.33%-8.04%-18.57%-0.33%
2010-2.70%-13.85%16.41%15.14%
2009-4.06%28.34%18.78%14.96%
2008-7.57%-2.49%-3.78%-18.36%
2007-0.91%-6.61%N/AN/A

Rank in category (by total return)

YTD87
1-month65
3-month86
1-year70
3-year52
5-year64

Load adjusted returns

1-year1.90%
3-year11.75%
5-year6.03%
10-year6.49%