Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GINDX (GOTHAM INDEX PLUS FUND INSTITUTIONAL CLASS) | 4.92% | 23.40% | 22.63% | 14.88% | 15.46% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GINDX (GOTHAM INDEX PLUS FUND INSTITUTIONAL CLASS) | 04/02/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.02 | 23.40 | 22.63 | 14.88 | 15.46 | NA | NA | … | … | 4.92 | 22.25 | 25.79 | 26.57 | -11.61 | 32.73 | 6.79 | 19.37 | -3.50 | 26.05 | 17.98 | 0.64 |
| Sharpe Ratio | NA | 1.83 | 1.30 | 0.73 | 0.76 | NA | NA | … | … | 0.69 | 1.02 | 1.68 | 1.79 | -0.57 | 2.37 | 0.19 | 1.38 | -0.29 | 3.09 | 1.18 | 0.05 |
| Standard Deviation(%) | NA | 12.45 | 14.98 | 16.82 | 18.29 | NA | NA | … | … | 13.35 | 19.01 | 13.18 | 12.92 | 23.16 | 13.79 | 34.81 | 12.95 | 17.10 | 8.26 | 15.10 | 16.44 |
| Draw Down(%) | NA | 9.06 | 18.75 | 19.77 | 33.70 | NA | NA | … | … | 9.06 | 18.75 | 7.00 | 9.55 | 19.77 | 5.33 | 33.70 | 6.81 | 17.36 | 5.07 | 9.37 | 14.18 |
| Yield(%) | 0.00 | 3.72 | 4.53 | 4.21 | 4.98 | 3.53 | 2.65 | … | … | 0.00 | 3.86 | 3.66 | 4.90 | 1.57 | 6.83 | 1.12 | 1.62 | 1.97 | 0.46 | 0.58 | 1.74 |
Data as of 06/08/2026, Common starting date is 04/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GINDX (GOTHAM INDEX PLUS FUND INSTITUTIONAL CLASS) |
2.35%
Mar 2017 – Mar 2020 |
7.61%
Dec 2017 – Dec 2022 |
12.95%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GINDX (GOTHAM INDEX PLUS FUND INSTITUTIONAL CLASS) |
26.66%
Sep 2022 – Sep 2025 |
20.05%
Mar 2020 – Mar 2025 |
16.18%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart