Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GNNDX (GOTHAM INDEX PLUS FUND INVESTOR CLASS) | 4.77% | 23.08% | 22.33% | 14.60% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GNNDX (GOTHAM INDEX PLUS FUND INVESTOR CLASS) | 01/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.05 | 23.08 | 22.33 | 14.60 | NA | NA | NA | … | … | 4.77 | 21.96 | 25.50 | 26.29 | -11.86 | 32.39 | 6.54 | 19.40 | -4.80 |
| Sharpe Ratio | NA | 1.81 | 1.29 | 0.71 | NA | NA | NA | … | … | 0.67 | 1.01 | 1.66 | 1.76 | -0.58 | 2.34 | 0.18 | 1.39 | -0.36 |
| Standard Deviation(%) | NA | 12.44 | 14.98 | 16.82 | NA | NA | NA | … | … | 13.37 | 19.00 | 13.19 | 12.96 | 23.13 | 13.85 | 34.74 | 12.91 | 17.20 |
| Draw Down(%) | NA | 9.09 | 18.78 | 19.89 | NA | NA | NA | … | … | 9.09 | 18.78 | 7.00 | 9.58 | 19.89 | 5.34 | 33.68 | 6.82 | 17.43 |
| Yield(%) | 0.00 | 3.54 | 4.36 | 4.05 | 3.25 | 2.16 | 1.62 | … | … | 0.00 | 3.67 | 3.68 | 4.60 | 1.57 | 6.52 | 0.87 | 1.62 | 1.84 |
Data as of 06/08/2026, Common starting date is 01/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNNDX (GOTHAM INDEX PLUS FUND INVESTOR CLASS) |
7.12%
Sep 2019 – Sep 2022 |
7.75%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GNNDX (GOTHAM INDEX PLUS FUND INVESTOR CLASS) |
26.32%
Sep 2022 – Sep 2025 |
19.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart