Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) | NA | 3.98% | 18.10% | 14.18% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEFPX (GOTHAM ENHANCED 500 PLUS FUND INSTITUTIONAL CLASS) | 11/03/2017 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.98 | 18.10 | 14.18 | NA | NA | NA | … | … | 1.60 | 21.74 | 24.59 | -10.92 | 28.58 | 4.60 | 24.34 | -14.62 | -0.25 |
| Sharpe Ratio | NA | 0.05 | 0.88 | 0.71 | NA | NA | NA | … | … | -0.03 | 1.51 | 1.66 | -0.53 | 2.26 | 0.13 | 1.87 | -0.49 | NA |
| Standard Deviation(%) | NA | 19.88 | 16.67 | 16.89 | NA | NA | NA | … | … | 22.32 | 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 | … | … | 18.06 | 6.81 | 8.46 | 18.86 | 5.31 | 34.03 | 6.30 | 31.87 | 0.25 |
| Yield(%) | 0.00 | 12.57 | 11.99 | 10.61 | 5.75 | 3.83 | 2.87 | … | … | 0.00 | 15.02 | 6.11 | 11.47 | 13.39 | 1.08 | 9.60 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date 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