Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GDLFX (GOTHAM DEFENSIVE LONG 500 FUND INSTITUTIONAL CLASS) | NA | 7.52% | 16.43% | 11.40% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 10/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDLFX (GOTHAM DEFENSIVE LONG 500 FUND INSTITUTIONAL CLASS) | 10/04/2016 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.52 | 16.43 | 11.40 | NA | NA | NA | … | … | 7.90 | 14.28 | 15.28 | -7.15 | 29.40 | -13.80 | 15.53 | -0.55 | 22.65 | 5.86 |
| Sharpe Ratio | NA | 0.30 | 1.00 | 0.67 | NA | NA | NA | … | … | 0.49 | 0.71 | 1.04 | -0.48 | 2.36 | -0.48 | 1.41 | -0.13 | 3.09 | 2.54 |
| Standard Deviation(%) | NA | 15.11 | 12.97 | 13.81 | NA | NA | NA | … | … | 16.45 | 10.76 | 10.66 | 17.84 | 12.43 | 28.96 | 10.01 | 13.99 | 7.15 | 10.33 |
| Draw Down(%) | NA | 13.73 | 13.73 | 15.70 | NA | NA | NA | … | … | 13.73 | 6.65 | 6.88 | 15.58 | 7.92 | 32.56 | 4.93 | 13.95 | 4.08 | 1.98 |
| Yield(%) | 0.00 | 2.62 | 1.37 | 1.25 | 2.06 | 1.37 | 1.03 | … | … | 0.00 | 3.06 | 0.00 | 0.24 | 0.79 | 0.97 | 1.62 | 8.05 | 0.76 | 0.00 |
Data as of 09/23/2025, Common starting date is 10/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDLFX (GOTHAM DEFENSIVE LONG 500 FUND INSTITUTIONAL CLASS) |
-1.34%
Jan 2018 – Jan 2021 |
3.14%
Jan 2018 – Jan 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDLFX (GOTHAM DEFENSIVE LONG 500 FUND INSTITUTIONAL CLASS) |
16.58%
Jun 2022 – Jun 2025 |
13.08%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart