Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTENX (Gateway Fund Class N) | 4.81% | 11.65% | 10.45% | 8.09% | NA | NA | NA | 6.48% |
Data as of 07/28/2025, AR inception is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTENX (Gateway Fund Class N) | 05/02/2017 | 07/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 11.65 | 10.45 | 8.09 | NA | NA | NA | 6.48 | 4.81 | 15.40 | 14.75 | -11.79 | 11.57 | 7.24 | 11.18 | -4.13 | 5.84 |
| Sharpe Ratio | NA | 0.77 | 0.79 | 0.65 | NA | NA | NA | 0.50 | 0.40 | 1.63 | 1.74 | -1.04 | 1.89 | 0.50 | 1.80 | -0.65 | 2.64 |
| Standard Deviation(%) | NA | 11.77 | 9.35 | 9.23 | NA | NA | NA | 9.23 | 13.71 | 7.24 | 6.42 | 12.73 | 6.12 | 13.93 | 5.38 | 8.56 | 3.08 |
| Draw Down(%) | NA | 11.45 | 11.45 | 16.21 | NA | NA | NA | 16.21 | 11.45 | 4.58 | 4.79 | 16.21 | 2.67 | 16.09 | 3.64 | 10.25 | 0.98 |
| Yield(%) | 0.00 | 0.51 | 0.87 | 0.93 | 0.96 | 0.64 | 0.48 | 1.20 | 0.17 | 0.80 | 1.08 | 0.82 | 0.79 | 1.17 | 1.50 | 1.38 | 0.99 |
Data as of 07/28/2025, AR inception is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTENX (Gateway Fund Class N) |
1.45%
Sep 2019 - Sep 2022 |
1.85%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTENX (Gateway Fund Class N) |
11.16%
Jun 2022 - Jun 2025 |
8.67%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart