Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
1.35% 0.04% 17.51M 7631.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 685.0% 6.644M

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and positive returns in down markets. It will invest in long and short positions of US equity securities. The sub-adviser seeks to maintain the Funds net equity exposure, which is the value of the Funds long positions minus its short positions, approximately 50% net short.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Gotham Funds
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
--
-1.46%
-0.91%
-6.85%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
22.34%
4.10%
-35.34%
-44.56%
-35.18%
7.09%
-18.82%
-16.08%
-21.12%
-7.66%
-51.90%
-60.49%
-68.77%
68.51%
-33.75%
-10.53%
-7.27%
-16.18%
-43.02%
-68.83%
-8.69%
49.27%
-20.25%
-12.62%
-59.27%
-30.28%
-36.11%
-37.34%
-31.62%
15.53%
-30.83%
2.01%
-45.24%
-12.52%
As of February 12, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 20.67%
Stock 82.94%
Bond 1.67%
Convertible 0.00%
Preferred 0.00%
Other -5.28%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation and positive returns in down markets. It will invest in long and short positions of US equity securities. The sub-adviser seeks to maintain the Funds net equity exposure, which is the value of the Funds long positions minus its short positions, approximately 50% net short.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Long/Short Equity US
Peer Group Alternative Long/Short Equity Funds
Global Macro Alternative Equity
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Long/Short Equity Funds
Fund Owner Firm Name Gotham Funds
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders