Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWBK (Gateway Bank F.S.B) | 0.00% | 16.67% | -31.73% | -28.70% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWBK (Gateway Bank F.S.B) | 10/30/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.67 | -31.73 | -28.70 | NA | NA | NA | … | … | 0.00 | 0.00 | -53.33 | -54.55 | -8.33 | 2.86 | -65.00 | 212.50 |
| Sharpe Ratio | NA | 0.19 | -0.39 | -0.41 | NA | NA | NA | … | … | -0.03 | -0.03 | -0.56 | -1.14 | -0.61 | 0.04 | -0.57 | 333.32 |
| Standard Deviation(%) | NA | 72.85 | 90.34 | 76.60 | NA | NA | NA | … | … | 84.04 | 92.03 | 107.93 | 51.71 | 15.90 | 67.11 | 113.61 | 279.10 |
| Draw Down(%) | NA | 33.33 | 77.27 | 88.89 | NA | NA | NA | … | … | 14.29 | 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 06/10/2026, Common starting date 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