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Gotham Large Value Institutional (GVALX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.36
+0.01
(+0.07%)
At close: 08:01PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
5.28%
5-Year Average Return
10.01%
Number of Years Up
6
Number of Years Down
2
Best 1 Yr Total Return (Jun 27, 2024)
29.00%
Worst 1 Yr Total Return (Jun 27, 2024)
N/A
Best 3-Yr Total Return
29.00%
Worst 3-Yr Total Return
7.52%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
GVALX
Category
YTD
6.23%
4.44%
1-Month
1.90%
-4.04%
3-Month
2.19%
4.09%
1-Year
22.35%
14.37%
3-Year
6.23%
6.04%
5-Year
11.88%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
23.58%
22.97%
Last Bear Market
-12.14%
-11.27%
Annual Total Return (%) History
Year
GVALX
Category
2024
N/A
N/A
2023
11.75%
11.63%
2022
-6.84%
-5.90%
2021
28.99%
26.22%
2020
3.43%
2.91%
2019
29.00%
25.04%
2018
-4.62%
-8.53%
2017
22.18%
15.94%
2016
12.88%
14.81%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
9.60%
N/A
N/A
N/A
2023
0.82%
2.95%
-1.15%
8.92%
2022
-1.35%
-12.14%
-4.90%
13.03%
2021
10.61%
6.94%
-1.42%
10.61%
2020
-26.07%
18.25%
5.44%
12.20%
2019
13.60%
3.07%
1.53%
8.52%
2018
-0.17%
2.62%
7.34%
-13.26%
2017
6.26%
1.19%
5.06%
8.15%
2016
3.60%
0.19%
4.72%
3.85%
Rank In Category (By Total Return)
YTD
72
1-Month
92
3-Month
86
1-Year
51
3-Year
52
5-Year
41
Load Adjusted Returns
1-Year
22.35%
3-Year
6.23%
5-Year
11.88%
10-Year
N/A
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