Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GATEWAY EDI LLC 401K PLAN Tactical Asset Allocation Moderate | NA | 8.41% | 4.81% | 3.47% | 3.44% | 4.37% | 5.37% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GATEWAY EDI LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 8.41 | 4.81 | 3.47 | 3.44 | 4.37 | 5.37 | … | … | 2.45 | 17.77 | -7.29 | 3.88 | 10.80 | 6.34 | -5.69 | 14.58 | 6.68 | -1.98 | -1.46 | 12.03 | 9.10 | -3.49 | 3.76 | 13.91 | -1.43 | 6.40 | 20.49 | 3.28 | 9.39 | 21.11 | 8.80 | 6.14 |
| Sharpe Ratio | NA | 2.35 | 0.38 | 0.58 | 0.47 | NA | NA | … | … | 0.42 | 2.15 | -0.90 | 0.39 | 1.16 | 0.96 | -0.82 | 2.98 | 1.15 | -0.35 | -0.24 | 1.75 | 1.59 | -0.30 | 0.32 | 1.60 | -0.54 | 0.35 | 2.41 | 0.20 | 1.22 | 3.93 | 1.90 | 0.97 |
| Standard Deviation(%) | NA | 6.45 | 8.60 | 8.24 | 7.29 | NA | NA | … | … | 5.14 | 6.30 | 9.61 | 9.83 | 9.15 | 5.13 | 8.49 | 4.68 | 5.64 | 5.74 | 6.07 | 6.86 | 5.69 | 11.93 | 11.41 | 8.62 | 4.39 | 9.78 | 7.13 | 5.44 | 6.90 | 5.19 | 4.04 | 3.96 |
| Draw Down(%) | NA | 4.70 | 17.21 | 17.21 | 17.21 | NA | NA | … | … | 0.84 | 4.70 | 12.42 | 8.14 | 11.84 | 3.04 | 11.87 | 1.39 | 3.23 | 4.80 | 5.43 | 6.44 | 5.22 | 13.25 | 10.17 | 4.60 | 4.07 | 8.72 | 7.84 | 4.74 | 5.80 | 3.16 | 2.33 | 3.46 |
| Yield(%) | NA | 13.85 | 9.01 | 7.92 | 6.49 | NA | NA | … | … | 0.93 | 13.83 | 8.21 | 3.78 | 9.57 | 2.93 | 3.13 | 8.91 | 4.09 | 5.32 | 4.11 | 3.79 | 4.29 | 2.36 | 4.28 | 6.20 | 3.94 | 2.97 | 3.45 | 3.38 | 2.47 | 2.70 | 5.33 | 6.73 |
Data as of 10/31/2023, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GATEWAY EDI LLC 401K PLAN Tactical Asset Allocation Moderate |
0.36%
Oct 2017 – Oct 2020 |
0.77%
Jan 2018 – Jan 2023 |
2.88%
Apr 2010 – Apr 2020 |
3.28%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GATEWAY EDI LLC 401K PLAN Tactical Asset Allocation Moderate |
14.37%
Oct 2004 – Oct 2007 |
14.08%
Oct 2002 – Oct 2007 |
9.66%
Apr 2001 – Apr 2011 |
7.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart