Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
GTECX (GATEWAY FUND CLASS C SHARES) 4.21% 13.46% 10.84% 6.26% 5.97% 5.05% NA
Data as of 06/03/2026, Common starting date is 02/21/2008
More Performance Analytics Comparison
Name Start Date End Date
GTECX (GATEWAY FUND CLASS C SHARES) 02/21/2008 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) 0.36 13.46 10.84 6.26 5.97 5.05 NA 4.21 10.58 14.21 13.56 -12.74 10.41 6.13 10.03 -5.15 8.85 4.42 1.54 2.58 7.58 3.71 2.21 4.03 5.78 -12.76
Sharpe Ratio NA 1.66 0.92 0.40 0.50 NA NA 1.02 0.70 1.05 1.47 -1.11 1.70 0.42 1.60 -0.77 2.70 0.72 0.21 0.49 1.80 0.78 0.23 0.53 0.44 -0.61
Standard Deviation(%) NA 6.79 8.56 9.21 8.71 NA NA 7.82 11.19 7.24 6.39 12.74 6.12 13.92 5.38 8.46 3.05 5.87 7.37 5.18 4.19 4.72 9.68 7.39 12.80 25.43
Draw Down(%) NA 6.12 11.59 16.87 16.87 NA NA 6.12 11.59 4.63 4.89 16.87 2.76 16.15 3.72 10.47 0.99 5.37 5.84 3.77 2.57 3.95 8.48 6.66 16.70 26.07
Yield(%) 0.00 0.00 0.01 0.02 0.18 0.43 0.43 0.00 0.01 0.02 0.05 0.00 0.00 0.14 0.36 0.32 0.37 0.66 1.10 0.56 0.63 1.00 0.89 0.83 1.23 0.42
Data as of 06/03/2026, Common starting date is 02/21/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GTECX (GATEWAY FUND CLASS C SHARES) -2.08%
Aug 2008 – Aug 2011
0.39%
May 2008 – May 2013
2.12%
Apr 2008 – Apr 2018
2.42%
Apr 2008 – Apr 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GTECX (GATEWAY FUND CLASS C SHARES) 13.29%
Sep 2022 – Sep 2025
7.95%
Oct 2020 – Oct 2025
6.04%
Jan 2016 – Jan 2026
5.08%
Aug 2010 – Aug 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return