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Gotham Large Value Institutional (GVALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.25-0.11 (-0.77%)
At close: 06:46PM 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 (27 June 2024)29.00%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return29.00%
Worst 3-yr total return7.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
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