UK markets open in 4 hours 15 minutes

Gotham Neutral Institutional (GONIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.29+0.03 (+0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.24%
5-year average return5.41%
Number of years up6
Number of years down4
Best 1-yr total return (1 Jul 2024)19.25%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return19.25%
Worst 3-yr total return-6.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGONIXCategory
YTD11.33%3.32%
1-month1.07%-0.91%
3-month0.45%-0.12%
1-year18.27%1.15%
3-year12.99%-0.31%
5-year5.57%0.15%
10-year2.13%0.11%
Last bull market11.67%1.54%
Last bear market0.00%-2.16%

Annual total return (%) history

Year
GONIXCategory
2024
N/AN/A
2023
10.06%N/A
2022
6.59%N/A
2021
19.25%N/A
2020
-16.47%-5.26%
2019
-0.39%0.06%
2018
-2.38%-0.26%
2017
0.67%3.40%
2016
6.22%0.90%
2015
-10.00%1.76%
2014
6.38%2.66%
2013
N/A3.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.82%0.45%N/AN/A
20230.00%3.60%4.19%1.97%
20221.18%0.00%0.58%4.74%
20215.63%2.22%1.30%9.01%
2020-7.55%-2.12%-0.43%-7.29%
2019-0.29%-0.88%2.27%-1.45%
20181.33%-3.39%-0.19%-0.10%
2017-0.58%-2.12%0.89%2.54%
20163.26%-1.68%-0.50%5.15%
2015-4.47%-5.73%1.11%-1.17%
20143.42%1.47%1.81%-0.42%
20135.88%N/AN/AN/A

Rank in category (by total return)

YTD25
1-month19
3-month54
1-year19
3-year27
5-year47

Load adjusted returns

1-year18.27%
3-year12.99%
5-year5.57%
10-year2.13%