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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.28%
5-Year Average Return10.01%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jun 27, 2024)29.00%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return29.00%
Worst 3-Yr Total Return7.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGVALXCategory
YTD6.23%4.44%
1-Month1.90%-4.04%
3-Month2.19%4.09%
1-Year22.35%14.37%
3-Year6.23%6.04%
5-Year11.88%9.20%
10-Year0.00%8.57%
Last Bull Market23.58%22.97%
Last Bear Market-12.14%-11.27%

Annual Total Return (%) History

Year
GVALXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20249.60%N/AN/AN/A
20230.82%2.95%-1.15%8.92%
2022-1.35%-12.14%-4.90%13.03%
202110.61%6.94%-1.42%10.61%
2020-26.07%18.25%5.44%12.20%
201913.60%3.07%1.53%8.52%
2018-0.17%2.62%7.34%-13.26%
20176.26%1.19%5.06%8.15%
20163.60%0.19%4.72%3.85%

Rank In Category (By Total Return)

YTD72
1-Month92
3-Month86
1-Year51
3-Year52
5-Year41

Load Adjusted Returns

1-Year22.35%
3-Year6.23%
5-Year11.88%
10-YearN/A