Gotham Total Return Fund (GTRFX) belongs to the Long-Short category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GTRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GTRFX
GTRFX charges 0.00% annually. No mutual funds in the Long-Short category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parvin Hedged Equity Solari World Fund | 0.01% | — | Jan 2021 | GTRFX vs PHSWX | |
| MFS Managed Wealth Fund | 0.67% | — | Jun 2014 | GTRFX vs MNWIX | |
| WisdomTree Efficient Long/Short US Equity Fund | 0.88% | 11.58M | Jan 2026 | GTRFX vs WTLS | |
| Alger Dynamic Opportunities Fund | 0.91% | — | Nov 2009 | GTRFX vs SPEDX | |
| Salient Tactical Plus Fund | 1.08% | — | Dec 2012 | GTRFX vs BTPIX |
Best Risk-Adjusted Alternatives to GTRFX
GTRFX has a PortfoliosLab risk / return rank of 59. There are 15 mutual funds in the Long-Short category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Apr 2014 | GTRFX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 94 | — | Dec 2013 | GTRFX vs JAKRX | |
| Boston Partners Long/Short Equity Fund | 94 | — | Nov 1998 | GTRFX vs BPLEX | |
| BlackRock Global Long/Short Equity Fund Class I | 92 | — | Dec 2012 | GTRFX vs BDMIX | |
| Gotham Absolute Return Fund | 88 | — | Aug 2012 | GTRFX vs GARIX |
Top Performing GTRFX Alternatives (YTD)
GTRFX is at 7.43% YTD. There are 18 mutual funds in the Long-Short category with higher YTD returns, going as high as 18.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Guggenheim Alpha Opportunity Fund | 18.07% | — | Jul 2003 | GTRFX vs SAOAX | |
| ACM Dynamic Opportunity Fund | 13.72% | — | Jan 2015 | GTRFX vs ADOIX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.49% | — | Apr 2014 | GTRFX vs JAKVX | |
| John Hancock Disciplined Value Global Long/Short F... | 13.30% | — | Dec 2013 | GTRFX vs JAKRX | |
| BlackRock Global Long/Short Equity Fund Class I | 12.48% | — | Dec 2012 | GTRFX vs BDMIX |
Lowest Volatility Alternatives to GTRFX
GTRFX has 9.74% 1-year volatility. There are 29 mutual funds in the Long-Short category with lower 1-year volatility, going as low as 4.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | 4.91% | — | Dec 2011 | GTRFX vs NLSIX | |
| AB Select US Long/Short Portfolio | 5.31% | — | Dec 2012 | GTRFX vs ASILX | |
| MFS Managed Wealth Fund | 5.54% | — | Jun 2014 | GTRFX vs MNWIX | |
| Knights of Columbus Long/Short Equity Fund | 5.85% | — | Dec 2019 | GTRFX vs KCEIX | |
| Wilmington Global Alpha Equities Fund | 5.91% | — | Jan 2012 | GTRFX vs WRAIX |
Lowest Drawdown Alternatives to GTRFX
GTRFX has a 1-year max drawdown of -6.47%. There are 23 mutual funds in the Long-Short category with shallower 1-year drawdowns, going as shallow as -2.82%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Knights of Columbus Long/Short Equity Fund | -2.82% | — | Dec 2019 | GTRFX vs KCEIX | |
| Quantitative U.S. Long/Short Equity Portfolio | -3.01% | — | Sep 2006 | GTRFX vs GTAPX | |
| BlackRock Global Long/Short Equity Fund Class I | -3.54% | — | Dec 2012 | GTRFX vs BDMIX | |
| AB Select US Long/Short Portfolio | -3.61% | — | Dec 2012 | GTRFX vs ASILX | |
| Gotham Absolute Return Fund | -3.85% | — | Aug 2012 | GTRFX vs GARIX |
Other Mutual Funds from Gotham
The 5 most viewed Gotham mutual funds shown here include GINDX, GENIX, GSPFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gotham Index Plus Fund | Large Cap Blend Equities | 67 | 7.57% | — | Mar 2015 | GTRFX vs GINDX | |
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 83 | 13.91% | — | May 2013 | GTRFX vs GENIX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 79 | 12.07% | — | Dec 2016 | GTRFX vs GSPFX | |
| Gotham Large Value Fund | Large Cap Value Equities | 47 | 9.53% | — | Dec 2015 | GTRFX vs GVALX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 2 | -2.60% | — | Aug 2013 | GTRFX vs GONIX |
Often Compared With GTRFX
Investors most often compare GTRFX with QLEIX, VOO, VMNIX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare GTRFX with Any Fund or Stock
Compare GTRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTRFX with funds that move differently
Gotham Total Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTRFX.
Explore GTRFX Diversifiers