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Gotham Defensive Long 500 Institutional (GDLFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.24-0.10 (-0.58%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.37%
5-year average return6.84%
Number of years up4
Number of years down3
Best 1-yr total return (24 June 2024)29.49%
Worst 1-yr total return (24 June 2024)N/A
Best 3-yr total return29.49%
Worst 3-yr total return-0.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGDLFXCategory
YTD7.87%9.18%
1-month1.14%-0.20%
3-month0.48%3.85%
1-year18.58%22.90%
3-year8.70%7.45%
5-year7.52%7.00%
10-year0.00%4.81%
Last bull market17.03%11.80%
Last bear market-7.01%-12.04%

Annual total return (%) history

Year
GDLFXCategory
2024
N/AN/A
2023
15.28%N/A
2022
-7.21%N/A
2021
29.49%N/A
2020
-13.79%7.89%
2019
15.53%11.90%
2018
-0.55%-6.29%
2017
22.65%11.18%
2016
N/A2.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.33%N/AN/AN/A
20232.07%5.06%-0.48%8.02%
2022-3.48%-7.01%-6.01%9.99%
20218.88%4.68%-0.77%14.50%
2020-20.67%8.22%4.54%-3.93%
20196.74%1.12%4.43%2.50%
2018-1.41%0.87%8.59%-7.92%
20176.02%-1.08%6.65%9.66%
20164.70%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month84
3-month83
1-year41
3-year17
5-year52

Load adjusted returns

1-year18.58%
3-year8.70%
5-year7.52%
10-yearN/A