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STOCKS TRADE MIXED WITH U.S. JOBS DATA FRONT OF MIND
Powell says Fed needs more evidence of falling inflation before cutting interest rates
Gotham Enhanced S&P 500 Index Instl (GSPFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.21
+0.03
(+0.17%)
As of 08:05AM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
13.74%
5-Year Average Return
14.13%
Number of Years Up
5
Number of Years Down
2
Best 1 Yr Total Return (Jun 30, 2024)
28.87%
Worst 1 Yr Total Return (Jun 30, 2024)
N/A
Best 3-Yr Total Return
28.87%
Worst 3-Yr Total Return
7.33%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
GSPFX
Category
YTD
10.56%
5.31%
1-Month
4.67%
-4.19%
3-Month
4.06%
3.90%
1-Year
27.59%
20.31%
3-Year
10.06%
6.48%
5-Year
15.14%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
24.16%
25.56%
Last Bear Market
-14.22%
-15.11%
Annual Total Return (%) History
Year
GSPFX
Category
2024
N/A
N/A
2023
25.57%
22.32%
2022
-14.74%
-16.96%
2021
27.78%
26.07%
2020
13.48%
15.83%
2019
28.87%
28.78%
2018
-1.85%
-6.27%
2017
25.02%
20.44%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
10.06%
N/A
N/A
N/A
2023
7.06%
8.01%
-2.17%
10.99%
2022
-3.23%
-14.22%
-4.83%
7.94%
2021
6.73%
8.12%
-0.31%
11.08%
2020
-19.63%
19.32%
7.89%
9.68%
2019
13.23%
3.01%
2.49%
7.80%
2018
0.66%
4.28%
8.04%
-13.45%
2017
6.30%
1.60%
6.76%
8.43%
Rank In Category (By Total Return)
YTD
49
1-Month
47
3-Month
24
1-Year
49
3-Year
14
5-Year
41
Load Adjusted Returns
1-Year
27.59%
3-Year
10.06%
5-Year
15.14%
10-Year
N/A
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