UK markets closed

Gotham Index Plus Investor (GNNDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.17+0.09 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.26%
5-year average return14.51%
Number of years up4
Number of years down2
Best 1-yr total return (2 Jul 2024)32.42%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return32.42%
Worst 3-yr total return6.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGNNDXCategory
YTD15.10%5.31%
1-month3.02%-4.19%
3-month0.82%3.90%
1-year26.74%20.31%
3-year12.44%6.48%
5-year14.80%11.78%
10-year0.00%10.96%
Last bull market26.31%25.56%
Last bear market-14.19%-15.11%

Annual total return (%) history

Year
GNNDXCategory
2024
N/AN/A
2023
26.15%22.32%
2022
-11.86%-16.96%
2021
32.42%26.07%
2020
6.54%15.83%
2019
19.40%28.78%
2018
-3.75%-6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.17%0.82%N/AN/A
20235.18%8.92%0.14%9.96%
2022-1.91%-14.19%-4.11%9.21%
202110.05%8.33%-0.25%11.35%
2020-22.04%17.60%9.34%6.28%
20196.21%1.79%2.30%7.96%
2018-1.86%0.91%9.41%-11.17%

Rank in category (by total return)

YTD33
1-month48
3-month75
1-year14
3-year3
5-year27

Load adjusted returns

1-year26.74%
3-year12.44%
5-year14.80%
10-yearN/A