Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSPFX (GOTHAM ENHANCED S&P 500 INDEX FUND INSTITUTIONAL CLASS SHARES) | 9.58% | 25.34% | 20.86% | 13.49% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSPFX (GOTHAM ENHANCED S&P 500 INDEX FUND INSTITUTIONAL CLASS SHARES) | 01/13/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.45 | 25.34 | 20.86 | 13.49 | NA | NA | NA | … | … | 9.58 | 16.77 | 22.43 | 25.88 | -14.75 | 27.80 | 13.48 | 28.87 | -1.85 | 22.92 |
| Sharpe Ratio | NA | 2.03 | 1.23 | 0.67 | NA | NA | NA | … | … | 1.57 | 0.76 | 1.55 | 1.77 | -0.69 | 2.24 | 0.39 | 2.27 | -0.19 | 3.33 |
| Standard Deviation(%) | NA | 12.07 | 14.44 | 16.39 | NA | NA | NA | … | … | 13.44 | 18.36 | 12.12 | 12.65 | 23.43 | 12.42 | 34.10 | 12.08 | 16.84 | 6.99 |
| Draw Down(%) | NA | 8.44 | 18.54 | 21.33 | NA | NA | NA | … | … | 8.44 | 18.54 | 7.59 | 8.46 | 21.33 | 5.14 | 33.10 | 6.11 | 19.22 | 2.24 |
| Yield(%) | 0.00 | 10.08 | 9.71 | 8.16 | 9.31 | 6.20 | 4.65 | … | … | 0.00 | 10.30 | 12.26 | 3.85 | 6.57 | 8.08 | 1.06 | 4.23 | 16.28 | 4.09 |
Data as of 06/08/2026, Common starting date is 01/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSPFX (GOTHAM ENHANCED S&P 500 INDEX FUND INSTITUTIONAL CLASS SHARES) |
6.13%
Mar 2017 – Mar 2020 |
9.30%
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 |
|---|---|---|---|---|
| GSPFX (GOTHAM ENHANCED S&P 500 INDEX FUND INSTITUTIONAL CLASS SHARES) |
23.37%
Sep 2022 – Sep 2025 |
18.06%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart