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Gotham Enhanced Return Institutional (GENIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.70+0.04 (+0.29%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return18.14%
5-Year Average Return12.22%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Jun 30, 2024)39.72%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return39.72%
Worst 3-Yr Total Return1.50%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGENIXCategory
YTD15.89%17.04%
1-Month3.25%-0.01%
3-Month3.25%5.47%
1-Year38.03%50.44%
3-Year14.20%13.15%
5-Year13.79%13.75%
10-Year9.11%11.35%
Last Bull Market32.59%25.95%
Last Bear Market-13.65%-22.55%

Annual Total Return (%) History

Year
GENIXCategory
2024
N/AN/A
2023
25.34%N/A
2022
-12.02%N/A
2021
39.72%N/A
2020
-8.21%12.39%
2019
21.18%26.21%
2018
-6.00%-11.15%
2017
18.22%15.93%
2016
13.41%14.14%
2015
-11.39%-4.75%
2014
17.05%7.80%
2013
N/A34.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202417.80%0.37%N/AN/A
20234.44%8.79%0.17%10.12%
2022-4.35%-13.65%-3.41%10.29%
202111.07%8.53%0.54%15.28%
2020-26.57%12.30%6.47%4.56%
201910.31%2.28%1.19%6.15%
20180.14%-1.02%6.36%-10.84%
20174.92%-1.06%4.59%8.88%
20163.96%-1.73%3.88%6.87%
2015-1.64%-5.73%-6.25%1.94%
20143.92%4.43%1.42%6.34%
20139.35%13.73%N/AN/A

Rank In Category (By Total Return)

YTD2
1-Month62
3-Month32
1-Year3
3-Year1
5-Year11

Load Adjusted Returns

1-Year38.03%
3-Year14.20%
5-Year13.79%
10-Year9.11%