Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GTENX (Gateway Fund Class N) | 2.31% | 11.51% | 10.95% | 6.75% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GTENX (Gateway Fund Class N) | 05/02/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.14 | 11.51 | 10.95 | 6.75 | NA | NA | NA | … | … | 2.31 | 10.90 | 15.40 | 14.75 | -11.79 | 11.57 | 7.24 | 11.18 | -4.13 | 5.84 |
| Sharpe Ratio | NA | 1.60 | 0.97 | 0.49 | NA | NA | NA | … | … | 0.74 | 0.72 | 1.63 | 1.74 | -1.04 | 1.89 | 0.50 | 1.80 | -0.65 | 2.64 |
| Standard Deviation(%) | NA | 6.92 | 8.59 | 9.22 | NA | NA | NA | … | … | 7.92 | 11.15 | 7.24 | 6.42 | 12.73 | 6.12 | 13.93 | 5.38 | 8.56 | 3.08 |
| Draw Down(%) | NA | 6.09 | 11.45 | 16.21 | NA | NA | NA | … | … | 6.09 | 11.45 | 4.58 | 4.79 | 16.21 | 2.67 | 16.09 | 3.64 | 10.25 | 0.98 |
| Yield(%) | 0.00 | 0.43 | 0.76 | 0.79 | 1.03 | 0.68 | 0.51 | … | … | 0.00 | 0.61 | 0.80 | 1.08 | 0.82 | 0.79 | 1.17 | 1.50 | 1.38 | 0.99 |
Data as of 06/10/2026, Common starting date 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) |
14.49%
Sep 2022 – Sep 2025 |
9.09%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart