Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GHPLX (GOTHAM HEDGED PLUS FUND INSTITUTIONAL CLASS) | NA | -27.54% | -4.98% | -2.93% | NA | NA | NA | 2.20% |
Data as of 01/27/2023, AR inception is 04/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GHPLX (GOTHAM HEDGED PLUS FUND INSTITUTIONAL CLASS) | 04/01/2016 | 01/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -27.54 | -4.98 | -2.93 | NA | NA | NA | 2.20 | -20.70 | -12.47 | 39.08 | -13.83 | 9.77 | -2.07 | 16.86 | 7.89 |
| Sharpe Ratio | NA | -0.93 | -0.23 | -0.19 | NA | NA | NA | 0.07 | -1.08 | -0.71 | 2.48 | -0.57 | 1.00 | -0.32 | 2.82 | 1.06 |
| Standard Deviation(%) | NA | 31.20 | 24.63 | 20.02 | NA | NA | NA | 17.61 | 91.60 | 19.57 | 15.74 | 24.43 | 8.35 | 10.69 | 5.78 | 9.75 |
| Draw Down(%) | NA | 30.79 | 30.90 | 30.90 | NA | NA | NA | 30.90 | 22.02 | 21.27 | 11.43 | 22.93 | 5.57 | 11.18 | 4.39 | 7.42 |
| Yield(%) | 0.00 | 3.49 | 1.91 | 3.94 | 2.92 | 1.95 | 1.46 | 4.87 | 0.00 | 3.39 | 1.43 | 0.41 | 6.23 | 9.94 | 2.40 | 1.52 |
Data as of 01/27/2023, AR inception is 04/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHPLX (GOTHAM HEDGED PLUS FUND INSTITUTIONAL CLASS) |
-4.96%
Jan 2018 - Jan 2021 |
2.34%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GHPLX (GOTHAM HEDGED PLUS FUND INSTITUTIONAL CLASS) |
10.11%
Oct 2016 - Oct 2019 |
8.76%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart