Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTRNX (GOTHAM TOTAL RETURN FUND INVESTOR CLASS) | NA | -1.65% | 2.21% | 2.78% | NA | NA | NA | 2.67% |
Data as of 02/17/2023, AR inception is 01/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTRNX (GOTHAM TOTAL RETURN FUND INVESTOR CLASS) | 01/03/2018 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.65 | 2.21 | 2.78 | NA | NA | NA | 2.67 | 2.90 | -10.06 | 21.95 | -11.59 | 12.18 | -2.59 |
| Sharpe Ratio | NA | -0.19 | 0.07 | 0.11 | NA | NA | NA | 0.10 | 2.18 | -0.61 | 1.90 | -0.47 | 1.18 | -0.32 |
| Standard Deviation(%) | NA | 18.47 | 19.14 | 16.20 | NA | NA | NA | 16.22 | 9.72 | 18.78 | 11.53 | 25.21 | 9.13 | 12.40 |
| Draw Down(%) | NA | 17.19 | 28.01 | 29.66 | NA | NA | NA | 29.66 | 1.96 | 17.78 | 4.77 | 29.51 | 5.80 | 12.15 |
| Yield(%) | 0.00 | 8.68 | 4.74 | 4.30 | 2.14 | 1.42 | 1.07 | 4.27 | 0.00 | 8.19 | 5.42 | 0.39 | 6.18 | 1.23 |
Data as of 02/17/2023, AR inception is 01/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTRNX (GOTHAM TOTAL RETURN FUND INVESTOR CLASS) |
-1.37%
Sep 2019 - Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTRNX (GOTHAM TOTAL RETURN FUND INVESTOR CLASS) |
8.16%
Dec 2018 - Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart