Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GVALX (GOTHAM LARGE VALUE FUND INSTITUTIONAL CLASS) | 10.17% | 21.54% | 16.37% | 9.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GVALX (GOTHAM LARGE VALUE FUND INSTITUTIONAL CLASS) | 11/03/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 21.54 | 16.37 | 9.41 | NA | NA | NA | … | … | 10.17 | 13.83 | 11.71 | 11.91 | -6.84 | 28.96 | 3.43 | 28.99 | -10.44 | 0.08 |
| Sharpe Ratio | NA | 1.71 | 1.03 | 0.45 | NA | NA | NA | … | … | 1.92 | 0.67 | 0.76 | 0.65 | -0.38 | 2.07 | 0.09 | 2.10 | -0.62 | NA |
| Standard Deviation(%) | NA | 10.97 | 12.99 | 15.46 | NA | NA | NA | … | … | 11.89 | 16.30 | 10.61 | 12.71 | 22.05 | 13.98 | 37.12 | 13.13 | 16.85 | 0.00 |
| Draw Down(%) | NA | 7.46 | 15.66 | 18.68 | NA | NA | NA | … | … | 7.46 | 14.29 | 7.99 | 9.85 | 18.68 | 5.34 | 38.56 | 7.54 | 19.14 | 0.00 |
| Yield(%) | 0.00 | 11.66 | 11.14 | 9.72 | 7.19 | 4.79 | 3.59 | … | … | 0.00 | 12.05 | 10.83 | 9.93 | 6.56 | 20.27 | 1.63 | 3.00 | 1.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| GVALX (GOTHAM LARGE VALUE FUND INSTITUTIONAL CLASS) |
5.21%
Dec 2021 – Dec 2024 |
7.47%
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 |
|---|---|---|---|---|
| GVALX (GOTHAM LARGE VALUE FUND INSTITUTIONAL CLASS) |
19.83%
Dec 2018 – Dec 2021 |
16.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart