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GTEYX: GATEWAY FUND CLASS Y SHARES (MUTUAL FUND)
Basic Info 52.78 0.69(1.29%) June 05
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 02/19/2008 |
| Last Dividend Date: | 12/22/2025 |
| 12-Mo. Yield | 0.40% |
| Expenses | 0.94% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/19/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 3.5 | 13.7 | 11.5 | 7.1 | 6.9 | 6.0 | 5.0 | 10.8 | 15.4 | 14.7 | -11.8 | 11.5 | 7.2 | 11.1 | -4.2 | 9.9 | 5.5 | 2.6 | 3.6 | 8.6 | 4.8 | 3.2 | 5.3 | 6.8 | -12.4 |
| Sharpe Ratio | NA | 1.12 | 1.82 | 1.04 | 0.52 | 0.62 | NA | 0.41 | 0.72 | 1.62 | 1.74 | -1.05 | 1.87 | 0.5 | 1.8 | -0.66 | 3.08 | 0.89 | 0.35 | 0.69 | 2.05 | 0.99 | 0.33 | 0.71 | 0.53 | -0.59 |
| Draw Down(%) | NA | 6.1 | 6.1 | 11.5 | 16.2 | 16.2 | NA | 28.5 | 11.5 | 4.6 | 4.8 | 16.2 | 2.7 | 16.1 | 3.6 | 10.3 | 1.0 | 5.3 | 5.8 | 3.7 | 2.5 | 3.9 | 8.2 | 6.5 | 16.6 | 26.0 |
| Standard Deviation(%) | NA | 7.8 | 6.8 | 8.6 | 9.2 | 8.7 | NA | 9.8 | 11.1 | 7.2 | 6.4 | 12.7 | 6.1 | 13.9 | 5.4 | 8.4 | 3.0 | 5.9 | 7.4 | 5.2 | 4.2 | 4.8 | 9.7 | 7.4 | 12.8 | 25.3 |
| Treynor Ratio | NA | 0.16 | 0.22 | 0.16 | 0.09 | 0.12 | NA | 0.09 | 0.14 | 0.21 | 0.24 | -0.26 | 0.25 | 0.18 | 0.24 | -0.13 | 0.23 | 0.12 | 0.06 | 0.08 | 0.25 | 0.14 | 0.08 | 0.13 | 0.16 | -0.26 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 |
| Beta | NA | 0.56 | 0.55 | 0.56 | 0.53 | 0.46 | NA | 0.46 | 0.59 | 0.56 | 0.47 | 0.52 | 0.45 | 0.38 | 0.4 | 0.44 | 0.41 | 0.43 | 0.45 | 0.43 | 0.34 | 0.33 | 0.39 | 0.39 | 0.43 | 0.57 |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.96 | 0.89 | NA | 0.88 | 0.97 | 0.96 | 0.93 | 0.97 | 0.95 | 0.88 | 0.87 | 0.8 | 0.81 | 0.9 | 0.91 | 0.87 | 0.83 | 0.79 | 0.87 | 0.9 | 0.83 | 0.94 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.7 | 0.7 | 1.2 | 1.6 | N/A | 0.6 | 0.8 | 1.0 | 0.8 | 0.7 | 1.1 | 1.4 | 1.3 | 1.3 | 1.7 | 2.1 | 1.6 | 1.6 | 2.0 | 1.9 | 2.0 | 2.2 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | -33.8 | -15.0 | -31.9 | N/A | N/A | N/A | -14.5 | -17.0 | 15.9 | 17.1 | -31.0 | -14.8 | 2.3 | 7.5 | -15.5 | -20.5 | 36.9 | 1.1 | -15.9 | 8.1 | -1.2 | -6.2 | 211.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2008
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