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Gateway Fund (GTECX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.55+0.35 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.97%
5-year average return4.50%
Number of years up13
Number of years down2
Best 1-yr total return (1 May 2024)13.56%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return13.56%
Worst 3-yr total return0.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTECXCategory
YTD5.07%6.64%
1-month1.44%1.03%
3-month5.07%3.58%
1-year13.74%16.67%
3-year3.73%6.96%
5-year5.08%6.01%
10-year4.15%4.42%
Last bull market16.89%12.48%
Last bear market-9.79%-10.95%

Annual total return (%) history

Year
GTECXCategory
2024
N/AN/A
2023
13.56%N/A
2022
-12.74%N/A
2021
10.41%N/A
2020
6.13%7.16%
2019
10.02%11.34%
2018
-5.15%-3.45%
2017
8.85%6.02%
2016
4.42%3.31%
2015
1.54%-1.77%
2014
2.58%2.60%
2013
7.58%8.86%
2012
3.71%5.06%
2011
2.21%1.99%
2010
4.03%9.28%
2009
5.78%14.04%
2008
N/A-29.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.07%N/AN/AN/A
20234.90%5.55%-1.72%4.35%
2022-3.46%-9.79%-4.09%4.47%
20212.98%3.74%-0.72%4.10%
2020-10.23%8.08%3.02%6.18%
20194.78%0.63%0.97%3.35%
2018-2.78%2.23%3.40%-7.70%
20172.59%1.90%2.28%1.80%
2016-0.85%1.73%1.77%1.71%
20150.88%0.75%-2.59%2.57%
20140.34%1.68%0.28%0.26%
20133.46%-0.24%1.01%3.19%
20122.65%0.05%2.05%-1.04%
20112.27%-0.10%-4.97%5.27%
20101.23%-5.43%5.58%2.92%
2009-6.67%5.85%3.94%3.03%
20080.73%-1.20%-11.32%N/A

Rank in category (by total return)

YTD37
1-month43
3-month37
1-year72
3-year85
5-year75

Load adjusted returns

1-year12.74%
3-year3.73%
5-year5.08%
10-year4.15%