Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) | 3.41% | 12.64% | 11.31% | 6.91% | 6.94% | 6.11% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTEYX (GATEWAY FUND CLASS Y SHARES) | 02/19/2008 | 06/12/2026 |
| 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 (%) | -0.06 | 12.64 | 11.31 | 6.91 | 6.94 | 6.11 | NA | … | … | 3.41 | 10.84 | 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 | 1.42 | 0.93 | 0.47 | 0.60 | NA | NA | … | … | 0.65 | 0.72 | 1.62 | 1.74 | -1.05 | 1.87 | 0.50 | 1.80 | -0.66 | 3.08 | 0.89 | 0.35 | 0.69 | 2.05 | 0.99 | 0.33 | 0.71 | 0.53 | -0.59 |
| Standard Deviation(%) | NA | 7.04 | 8.62 | 9.23 | 8.73 | NA | NA | … | … | 8.06 | 11.13 | 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 | 6.09 | 11.46 | 16.25 | 16.25 | NA | NA | … | … | 6.09 | 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 | 0.40 | 0.70 | 0.74 | 1.20 | 1.56 | 1.34 | … | … | 0.00 | 0.56 | 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 06/12/2026, Common starting date 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) |
14.44%
Sep 2022 – Sep 2025 |
9.04%
Oct 2020 – Oct 2025 |
7.10%
Jan 2016 – Jan 2026 |
6.13%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart