Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) | 8.30% | 17.79% | 17.61% | 15.52% | NA | NA | NA | 11.06% |
Data as of 07/25/2025, AR inception is 11/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) | 11/03/2017 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.71 | 17.79 | 17.61 | 15.52 | NA | NA | NA | 11.06 | 8.30 | 21.74 | 24.59 | -10.92 | 28.58 | 4.60 | 24.34 | -14.62 | -0.25 |
| Sharpe Ratio | NA | 0.51 | 0.89 | 0.78 | NA | NA | NA | 0.38 | 0.41 | 1.51 | 1.66 | -0.53 | 2.26 | 0.13 | 1.87 | -0.49 | NA |
| Standard Deviation(%) | NA | 18.81 | 16.65 | 16.69 | NA | NA | NA | 20.92 | 22.38 | 11.97 | 12.76 | 23.24 | 12.63 | 34.27 | 12.21 | 29.11 | 0.00 |
| Draw Down(%) | NA | 18.06 | 18.06 | 18.86 | NA | NA | NA | 39.39 | 18.06 | 6.81 | 8.46 | 18.86 | 5.31 | 34.03 | 6.30 | 31.87 | 0.25 |
| Yield(%) | 0.00 | 13.36 | 11.11 | 10.56 | 5.75 | 3.83 | 2.87 | 8.21 | 0.00 | 15.02 | 6.11 | 11.47 | 13.39 | 1.08 | 9.60 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) |
2.93%
Sep 2018 - Sep 2021 |
4.34%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) |
18.69%
Dec 2018 - Dec 2021 |
17.58%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart