Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) | 4.66% | 12.22% | 10.76% | 7.96% | 6.09% | 5.92% | NA | 4.80% |
Data as of 07/25/2025, AR inception is 02/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) | 02/19/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.81 | 12.22 | 10.76 | 7.96 | 6.09 | 5.92 | NA | 4.80 | 4.66 | 15.38 | 14.70 | -11.84 | 11.49 | 7.19 | 11.12 | -4.18 | 9.93 | 5.48 | 2.59 | 3.59 | 8.65 | 4.76 | 3.20 | 5.30 | 6.83 | -12.35 |
| Sharpe Ratio | NA | 0.77 | 0.79 | 0.65 | 0.53 | NA | NA | 0.38 | 0.40 | 1.21 | 1.64 | -1.05 | 1.87 | 0.50 | 1.81 | -0.65 | 3.09 | 0.89 | 0.35 | 0.69 | 2.05 | 0.99 | 0.33 | 0.71 | 0.53 | -0.59 |
| Standard Deviation(%) | NA | 11.76 | 9.34 | 9.22 | 8.78 | NA | NA | 9.96 | 13.69 | 7.24 | 6.41 | 12.70 | 6.12 | 13.95 | 5.36 | 8.44 | 3.03 | 5.91 | 7.38 | 5.21 | 4.20 | 4.78 | 9.69 | 7.38 | 12.80 | 25.32 |
| Draw Down(%) | NA | 11.46 | 11.46 | 16.25 | 16.25 | NA | NA | 28.46 | 11.46 | 4.58 | 4.78 | 16.25 | 2.66 | 16.10 | 3.61 | 10.26 | 0.95 | 5.28 | 5.84 | 3.66 | 2.50 | 3.86 | 8.22 | 6.49 | 16.58 | 25.99 |
| Yield(%) | 0.00 | 0.48 | 0.83 | 0.87 | 1.25 | 1.69 | 1.31 | 1.54 | 0.16 | 0.75 | 1.03 | 0.77 | 0.74 | 1.12 | 1.45 | 1.34 | 1.35 | 1.68 | 2.09 | 1.57 | 1.64 | 2.01 | 1.89 | 1.97 | 2.17 | 0.62 |
Data as of 07/25/2025, AR inception is 02/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) |
-1.10%
Aug 2008 - Aug 2011 |
1.37%
May 2008 - May 2013 |
3.13%
Apr 2008 - Apr 2018 |
3.44%
Apr 2008 - Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) |
11.12%
Jun 2022 - Jun 2025 |
8.61%
Mar 2020 - Mar 2025 |
6.17%
Feb 2009 - Feb 2019 |
6.11%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart