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Nasdaq - Delayed Quote USD
Gotham Absolute Return Institutional (GARIX)
19.60
-0.23
(-1.16%)
As of 8:07:36 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.10% |
| 5y Average Return | 12.13% |
| Number of Years Up | 8 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Mar 7, 2025) | 29.81% |
| Worst 1Y Total Return (Mar 7, 2025) | -- |
| Best 3Y Total Return | 29.81% |
| Worst 3Y Total Return | -0.16% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GARIX
Category
- YTD
- 1.82%
- 9.18%
- 1-Month
- -1.18%
- -0.20%
- 3-Month
- -0.88%
- 3.85%
- 1-Year
- 12.01%
- 22.90%
- 3-Year
- 12.94%
- 7.45%
- 5-Year
- 12.64%
- 7.00%
- 10-Year
- 6.40%
- 4.81%
- Last Bull Market
- 12.63%
- 11.80%
- Last Bear Market
- -8.02%
- -12.04%
Annual Total Return (%) History
Year
GARIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 13.25% | 1.00% | 8.04% | -2.24% |
| 2023 | 3.76% | 6.27% | 0.31% | 6.44% |
| 2022 | -2.11% | -8.02% | -1.50% | 7.09% |
| 2021 | 8.38% | 5.26% | 0.78% | 10.34% |
| 2020 | -16.83% | 7.67% | 3.60% | 1.11% |
| 2019 | 5.61% | 0.88% | 1.28% | 3.33% |
| 2018 | 0.14% | -1.57% | 3.12% | -6.39% |
| 2017 | 2.33% | -0.37% | 2.88% | 4.88% |
| 2016 | 2.19% | -1.43% | 2.42% | 4.65% |
| 2015 | -2.01% | -4.48% | -4.07% | -0.02% |
| 2014 | 2.47% | 2.34% | 0.52% | 3.70% |
| 2013 | 7.49% | 4.20% | 6.52% | 8.80% |
| 2012 | 2.96% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 55 |
| 1-Month | 59 |
| 3-Month | 56 |
| 1-Year | 45 |
| 3-Year | 15 |
| 5-Year | 20 |
Load Adjusted Returns
| 1-Year | 12.01% |
| 3-Year | 12.94% |
| 5-Year | 12.64% |
| 10-Year | 6.40% |
Performance & Risk
| YTD Return | 0.10% |
| 5y Average Return | 12.13% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.60 |
| Morningstar Risk Rating |
Fund Overview
| Category | Long-Short Equity |
| Fund Family | Gotham |
| Net Assets | 775.76M |
| YTD Return | 1.82% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 31, 2012 |
Fund Summary
The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities, primarily companies traded on U.S. markets. It generally takes long positions in securities that the Adviser believes to be undervalued and short positions in securities that the Adviser believes to be overvalued, based on the Adviser's analysis of the issuer's financial reports and market valuation.
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