Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GENIX (GOTHAM ENHANCED RETURN FUND INSTITUTIONAL CLASS) | 13.91% | 30.71% | 26.90% | 17.80% | 13.94% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENIX (GOTHAM ENHANCED RETURN FUND INSTITUTIONAL CLASS) | 06/04/2013 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.64 | 30.71 | 26.90 | 17.80 | 13.94 | NA | NA | … | … | 13.91 | 21.16 | 27.21 | 25.37 | -12.02 | 39.66 | -8.21 | 21.54 | -6.00 | 18.22 | 13.41 | -11.53 | 17.23 | 22.00 |
| Sharpe Ratio | NA | 2.42 | 1.61 | 0.88 | 0.66 | NA | NA | … | … | 2.53 | 0.96 | 1.88 | 1.66 | -0.56 | 2.72 | -0.23 | 1.54 | -0.44 | 2.35 | 0.95 | -0.73 | 1.40 | 3.45 |
| Standard Deviation(%) | NA | 11.92 | 14.92 | 17.13 | 18.58 | NA | NA | … | … | 13.34 | 19.12 | 12.53 | 13.18 | 24.25 | 14.58 | 35.89 | 12.99 | 16.94 | 7.51 | 13.91 | 15.82 | 12.30 | 11.85 |
| Draw Down(%) | NA | 6.44 | 19.19 | 20.74 | 39.35 | NA | NA | … | … | 6.44 | 18.42 | 6.04 | 7.88 | 20.74 | 5.85 | 39.04 | 8.13 | 19.31 | 4.68 | 9.90 | 17.68 | 8.32 | 5.14 |
| Yield(%) | 0.00 | 2.33 | 11.67 | 11.06 | 10.63 | 9.19 | 6.89 | … | … | 0.00 | 2.45 | 20.74 | 11.22 | 6.57 | 22.75 | 0.13 | 29.78 | 8.19 | 1.13 | 0.00 | 1.61 | 8.11 | 4.95 |
Data as of 06/03/2026, Common starting date is 06/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENIX (GOTHAM ENHANCED RETURN FUND INSTITUTIONAL CLASS) |
-1.86%
Mar 2017 – Mar 2020 |
0.23%
Mar 2015 – Mar 2020 |
8.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENIX (GOTHAM ENHANCED RETURN FUND INSTITUTIONAL CLASS) |
27.73%
May 2023 – May 2026 |
20.68%
Oct 2020 – Oct 2025 |
13.92%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart