Canada markets close in 3 hours 50 minutes

Gotham Enhanced S&P 500 Index Instl (GSPFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
18.21+0.03 (+0.17%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.74%
5-Year Average Return14.13%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 30, 2024)28.87%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return28.87%
Worst 3-Yr Total Return7.33%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGSPFXCategory
YTD10.56%5.31%
1-Month4.67%-4.19%
3-Month4.06%3.90%
1-Year27.59%20.31%
3-Year10.06%6.48%
5-Year15.14%11.78%
10-Year0.00%10.96%
Last Bull Market24.16%25.56%
Last Bear Market-14.22%-15.11%

Annual Total Return (%) History

Year
GSPFXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
202410.06%N/AN/AN/A
20237.06%8.01%-2.17%10.99%
2022-3.23%-14.22%-4.83%7.94%
20216.73%8.12%-0.31%11.08%
2020-19.63%19.32%7.89%9.68%
201913.23%3.01%2.49%7.80%
20180.66%4.28%8.04%-13.45%
20176.30%1.60%6.76%8.43%

Rank In Category (By Total Return)

YTD49
1-Month47
3-Month24
1-Year49
3-Year14
5-Year41

Load Adjusted Returns

1-Year27.59%
3-Year10.06%
5-Year15.14%
10-YearN/A