Gotham Defensive Financials
| GDLFX Fund | USD 18.70 0.03 0.16% |
Gotham |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Gotham Defensive Fund Summary
Gotham Defensive competes with Gotham Hedged, Gotham Large, Gotham Enhanced, and Gotham Enhanced. The fund seeks to achieve its investment objective by investing under normal circumstances in long and short positions of equity and equity-related securities. It invests primarily in U.S. common stocks of companies listed in the SP 500 Index, but may invest in other large capitalization companies, generally selected from the largest 500 to 700 U.S. companies by market capitalization. It is anticipated that the fund will hold several hundred positions.Specialization | Long-Short Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Fundvantage Trust |
| Mutual Fund Family | Gotham |
| Mutual Fund Category | Long-Short Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 974 6852 |
| Currency | USD - US Dollar |
Gotham Defensive Key Financial Ratios
Gotham Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Gotham Defensive's current stock value. Our valuation model uses many indicators to compare Gotham Defensive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Gotham Defensive competition to find correlations between indicators driving Gotham Defensive's intrinsic value. More Info.Gotham Defensive Long is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 1.03 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Gotham Defensive's earnings, one of the primary drivers of an investment's value.Gotham Defensive Long Systematic Risk
Gotham Defensive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Gotham Defensive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Gotham Defensive Long correlated with the market. If Beta is less than 0 Gotham Defensive generally moves in the opposite direction as compared to the market. If Gotham Defensive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Gotham Defensive Long is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Gotham Defensive is generally in the same direction as the market. If Beta > 1 Gotham Defensive moves generally in the same direction as, but more than the movement of the benchmark.
Gotham Defensive November 24, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Gotham Defensive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Gotham Defensive Long. We use our internally-developed statistical techniques to arrive at the intrinsic value of Gotham Defensive Long based on widely used predictive technical indicators. In general, we focus on analyzing Gotham Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Gotham Defensive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6292 | |||
| Information Ratio | (0.14) | |||
| Maximum Drawdown | 3.48 | |||
| Value At Risk | (1.14) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Gotham Mutual Fund
Gotham Defensive financial ratios help investors to determine whether Gotham Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Gotham with respect to the benefits of owning Gotham Defensive security.
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