Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GATEX (GATEWAY FUND CLASS A SHARES) | 4.60% | 12.03% | 10.52% | 7.71% | 5.85% | 5.68% | 4.74% | 4.93% |
Data as of 07/25/2025, AR inception is 01/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GATEX (GATEWAY FUND CLASS A SHARES) | 01/18/1980 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.79 | 12.03 | 10.52 | 7.71 | 5.85 | 5.68 | 4.74 | 4.93 | 4.60 | 14.99 | 14.43 | -12.06 | 11.25 | 6.92 | 10.84 | -4.39 | 9.67 | 5.23 | 2.34 | 3.33 | 8.39 | 4.51 | 2.99 | 4.90 | 6.56 | -13.92 | 7.94 | 10.14 | 4.67 | 6.96 | 11.61 | -4.85 | -3.52 | 6.57 | 12.97 | 12.26 | 12.04 | 10.83 | 11.04 | 5.54 | 7.39 | 3.61 | 13.98 | -9.67 | 16.19 | 19.76 | -18.84 | 1.98 | 6.59 | -0.52 | 5.36 | 4.63 | -4.85 | 6.06 |
| Sharpe Ratio | NA | 0.76 | 0.77 | 0.62 | 0.50 | NA | NA | 0.18 | 0.39 | 1.16 | 1.61 | -1.06 | 1.83 | 0.48 | 1.75 | -0.68 | 2.99 | 0.85 | 0.31 | 0.64 | 1.99 | 0.94 | 0.31 | 0.65 | 0.51 | -0.61 | 0.74 | 1.49 | 0.53 | 1.14 | 1.13 | -0.38 | -0.58 | 0.27 | 1.59 | 1.27 | 1.25 | 1.62 | 3.19 | 0.36 | 1.45 | 0.30 | 1.25 | -0.64 | 1.25 | 1.49 | -0.64 | -0.24 | 0.17 | -0.90 | -0.09 | -0.20 | -1.27 | -0.15 |
| Standard Deviation(%) | NA | 11.74 | 9.33 | 9.22 | 8.78 | NA | NA | 10.92 | 13.67 | 7.22 | 6.39 | 12.74 | 6.12 | 13.95 | 5.38 | 8.45 | 3.03 | 5.88 | 7.37 | 5.18 | 4.20 | 4.76 | 9.69 | 7.45 | 12.79 | 24.07 | 6.70 | 4.65 | 4.71 | 5.28 | 9.69 | 15.65 | 10.30 | 9.19 | 6.13 | 7.03 | 6.80 | 4.49 | 2.25 | 7.09 | 3.66 | 4.05 | 8.14 | 23.13 | 8.41 | 10.09 | 35.83 | 9.21 | 8.22 | 8.03 | 8.25 | 13.96 | 11.69 | 11.43 |
| Draw Down(%) | NA | 11.49 | 11.49 | 16.39 | 16.39 | NA | NA | 29.57 | 11.49 | 4.60 | 4.81 | 16.39 | 2.69 | 16.12 | 3.64 | 10.32 | 0.95 | 5.28 | 5.84 | 3.70 | 2.49 | 3.90 | 8.31 | 6.55 | 16.62 | 25.37 | 3.77 | 3.39 | 2.47 | 3.00 | 10.07 | 17.48 | 13.30 | 5.12 | 3.19 | 6.38 | 4.17 | 3.34 | 0.66 | 5.52 | 1.13 | 2.45 | 4.77 | 18.61 | 4.13 | 4.12 | 29.57 | 7.06 | 6.28 | 9.95 | 6.10 | 9.34 | 12.60 | 9.88 |
| Yield(%) | 0.00 | 0.29 | 0.58 | 0.61 | 0.97 | 1.37 | 1.56 | 2.98 | 0.10 | 0.48 | 0.76 | 0.55 | 0.48 | 0.88 | 1.19 | 1.09 | 1.09 | 1.43 | 1.85 | 1.31 | 1.40 | 1.77 | 1.64 | 1.64 | 1.93 | 1.85 | 1.97 | 1.92 | 1.84 | 1.26 | 0.80 | 0.69 | 0.59 | 9.74 | 0.35 | 0.72 | 10.34 | 1.19 | 1.74 | 7.81 | 5.14 | 1.84 | 2.20 | 2.63 | 2.71 | 1.77 | 2.31 | 2.32 | 3.23 | 3.82 | 3.75 | 4.36 | 3.97 | 3.86 |
Data as of 07/25/2025, AR inception is 01/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GATEX (GATEWAY FUND CLASS A SHARES) |
-4.09%
Dec 1984 - Dec 1987 |
-1.56%
Dec 1982 - Dec 1987 |
1.47%
Dec 1980 - Dec 1990 |
2.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GATEX (GATEWAY FUND CLASS A SHARES) |
13.94%
Aug 1997 - Aug 2000 |
12.30%
Aug 1995 - Aug 2000 |
9.57%
Dec 1990 - Dec 2000 |
7.34%
Oct 1992 - Oct 2007 |
Annualized Rolling Returns Comparison Chart