GSPFX vs. GLDM

In the year-to-date period, GSPFX achieves a 0.23% return, which is significantly lower than GLDM's 25.49% return.

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GSPFX has a 0.50% expense ratio, which is higher than GLDM's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gotham Enhanced S&P 500 Index Fund (GSPFX) and SPDR Gold MiniShares Trust (GLDM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current GSPFX Sharpe Ratio is 0.11, which is lower than the GLDM Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of GSPFX and GLDM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GSPFX's dividend yield for the trailing twelve months is around 10.99%, while GLDM has not paid dividends to shareholders.

The maximum GSPFX drawdown since its inception was -36.14%, which is greater than GLDM's maximum drawdown of -21.63%. Use the drawdown chart below to compare losses from any high point for GSPFX and GLDM.

The current volatility for Gotham Enhanced S&P 500 Index Fund (GSPFX) is 5.01%, while SPDR Gold MiniShares Trust (GLDM) has a volatility of 7.85%. This indicates that GSPFX experiences smaller price fluctuations and is considered to be less risky than GLDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.