Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWBK (Gateway Bank F.S.B) | 28.57% | 0.00% | -36.41% | -27.52% | NA | NA | NA | -22.41% |
Data as of 07/22/2025, AR inception is 10/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWBK (Gateway Bank F.S.B) | 10/30/2019 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 28.57 | 0.00 | -36.41 | -27.52 | NA | NA | NA | -22.41 | 28.57 | -53.33 | -54.55 | -8.33 | 2.86 | -65.00 | 212.50 |
| Sharpe Ratio | NA | -0.03 | -0.47 | -0.40 | NA | NA | NA | -0.23 | 0.48 | -0.56 | -1.14 | -0.61 | 0.04 | -0.57 | 333.32 |
| Standard Deviation(%) | NA | 101.79 | 85.09 | 73.33 | NA | NA | NA | 95.76 | 117.26 | 107.93 | 51.71 | 15.90 | 67.11 | 113.61 | 279.10 |
| Draw Down(%) | NA | 53.85 | 85.71 | 88.89 | NA | NA | NA | 95.00 | 40.00 | 66.67 | 68.57 | 13.89 | 26.67 | 66.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/22/2025, AR inception is 10/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWBK (Gateway Bank F.S.B) |
-49.14%
May 2021 - May 2024 |
-41.25%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWBK (Gateway Bank F.S.B) |
-1.05%
Nov 2019 - Nov 2022 |
-21.71%
Jan 2020 - Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart