Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENFX (GOTHAM ENHANCED 500 FUND INSTITUTIONAL CLASS) | NA | -18.16% | 32.77% | 32.08% | NA | NA | NA | … | … |
Data as of 01/20/2021, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENFX (GOTHAM ENHANCED 500 FUND INSTITUTIONAL CLASS) | 01/05/2015 | 01/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -18.16 | 32.77 | 32.08 | NA | NA | NA | … | … | 0.00 | -18.36 | 216.00 | -2.98 | 25.73 | 14.25 | -2.42 |
| Sharpe Ratio | NA | -0.55 | 0.81 | 0.99 | NA | NA | NA | … | … | 0.00 | -0.54 | 3.79 | -0.27 | 3.15 | 0.85 | -0.15 |
| Standard Deviation(%) | NA | 34.48 | 39.52 | 31.59 | NA | NA | NA | … | … | NA | 34.51 | 56.60 | 16.02 | 8.01 | 16.44 | 16.79 |
| Draw Down(%) | NA | 39.60 | 39.60 | 39.60 | NA | NA | NA | … | … | 0.00 | 39.60 | 6.93 | 17.21 | 4.28 | 10.79 | 16.07 |
| Yield(%) | 0.00 | 0.00 | 37.87 | 38.54 | 16.78 | 11.18 | 8.39 | … | … | 0.00 | 0.00 | 127.56 | 12.95 | 7.13 | 0.35 | 0.64 |
Data as of 01/20/2021, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENFX (GOTHAM ENHANCED 500 FUND INSTITUTIONAL CLASS) |
10.03%
May 2015 – May 2018 |
25.37%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENFX (GOTHAM ENHANCED 500 FUND INSTITUTIONAL CLASS) |
59.55%
Oct 2016 – Oct 2019 |
30.72%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart