Australia markets close in 50 minutes

Gateway Fund (GTEYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
43.65-0.03 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.42%
5-year average return6.53%
Number of years up13
Number of years down2
Best 1-yr total return (20 June 2024)14.70%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return14.70%
Worst 3-yr total return1.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGTEYXCategory
YTD6.23%6.64%
1-month3.21%1.03%
3-month2.40%3.58%
1-year12.52%16.67%
3-year4.18%6.96%
5-year6.79%6.01%
10-year5.16%4.42%
Last bull market11.36%12.48%
Last bear market-9.57%-10.95%

Annual total return (%) history

Year
GTEYXCategory
2024
N/AN/A
2023
14.70%N/A
2022
-11.85%N/A
2021
11.49%N/A
2020
7.19%7.16%
2019
11.12%11.34%
2018
-4.18%-3.45%
2017
9.93%6.02%
2016
5.48%3.31%
2015
2.59%-1.77%
2014
3.58%2.60%
2013
8.65%8.86%
2012
4.76%5.06%
2011
3.20%1.99%
2010
5.13%9.28%
2009
6.83%14.04%
2008
N/A-29.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.34%N/AN/AN/A
20235.16%5.82%-1.48%4.62%
2022-3.19%-9.57%-3.86%4.74%
20213.23%3.98%-0.43%4.32%
2020-10.01%8.36%3.24%6.47%
20195.01%0.89%1.23%3.61%
2018-2.53%2.48%3.67%-7.47%
20172.84%2.15%2.56%2.04%
2016-0.57%1.98%1.99%2.00%
20151.15%0.99%-2.32%2.81%
20140.59%1.92%0.54%0.50%
20133.71%0.01%1.26%3.45%
20122.91%0.29%2.32%-0.80%
20112.48%0.16%-4.75%5.56%
20101.51%-5.22%5.87%3.21%
2009-6.44%6.13%4.18%3.27%
20080.99%-0.96%-11.10%N/A

Rank in category (by total return)

YTD41
1-month37
3-month64
1-year79
3-year77
5-year62

Load adjusted returns

1-year12.52%
3-year4.18%
5-year6.79%
10-year5.16%