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ISIN
US3678298270
CUSIP
367829827
Issuer
Natixis
Inception Date
Sep 29, 2014
Min. Investment
$100,000
Distribution Policy
Distributing
Asset Class
Alternatives

Share Price Chart


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Performance

GCPYX Performance Chart

Gateway Equity Call Premium Fund (GCPYX) is up 5.5% since the beginning of the year. GCPYX is currently trading at $24 per share. Investors who bought $1,000 worth of GCPYX shares 5 years ago would now be looking at an investment worth $1,592.


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S&P 500 Index

Returns By Period

Gateway Equity Call Premium Fund (GCPYX) has returned 5.51% so far this year and 20.49% over the past 12 months. Over the last ten years, GCPYX has returned 9.50% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.


Gateway Equity Call Premium Fund

1D
0.17%
1M
2.89%
YTD
5.51%
6M
6.63%
1Y
20.49%
3Y*
14.36%
5Y*
9.74%
10Y*
9.50%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GCPYX Monthly Returns History

Based on dividend-adjusted daily data since Oct 1, 2014, GCPYX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, an investment would double in approximately 7.9 years.

Historically, 71% of months were positive and 29% were negative. The best month was Nov 2020 with a return of +7.8%, while the worst month was Mar 2020 at -8.9%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, GCPYX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.8%, while the worst single day was Mar 16, 2020 at -8.9%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.16%0.09%-4.17%5.50%2.89%0.17%5.51%
20252.56%-3.77%-1.89%-1.66%3.27%3.25%2.13%2.09%1.86%1.91%1.05%1.38%12.59%
20241.29%3.31%1.68%-2.22%3.80%2.10%1.02%1.75%1.32%-0.05%4.07%-1.09%18.15%
20233.91%-0.66%2.59%1.75%1.15%3.20%1.71%-0.06%-2.92%-1.31%4.91%2.31%17.59%
2022-3.19%-2.48%2.23%-5.80%0.07%-4.94%5.23%-3.05%-6.87%6.11%4.30%-2.65%-11.48%
2021-0.86%2.37%3.95%2.16%1.32%1.88%0.96%2.23%-2.65%4.55%-0.67%2.75%19.28%

Benchmark Metrics

Gateway Equity Call Premium Fund has an annualized alpha of 0.69%, beta of 0.63, and R2 of 0.87 versus S&P 500 Index. Calculated based on daily prices since October 02, 2014.

  • This fund participated in 63.92% of S&P 500 Index downside but only 59.47% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.63 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
0.69%
Beta
0.63
0.87
Upside Capture
59.47%
Downside Capture
63.92%

Expense Ratio

GCPYX has an expense ratio of 0.68%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GCPYX ranks 87 for risk / return — in the top 87% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


GCPYX Risk / Return Rank: 8787
Overall Rank
GCPYX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
GCPYX Sortino Ratio Rank: 8888
Sortino Ratio Rank
GCPYX Omega Ratio Rank: 8787
Omega Ratio Rank
GCPYX Calmar Ratio Rank: 8080
Calmar Ratio Rank
GCPYX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Gateway Equity Call Premium Fund (GCPYX) and compare them to S&P 500 Index.


GCPYXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.90

2.39

+0.51

Sortino ratio

Return per unit of downside risk

4.21

3.25

+0.96

Omega ratio

Gain probability vs. loss probability

1.60

1.43

+0.17

Calmar ratio

Return relative to maximum drawdown

3.63

3.11

+0.51

Martin ratio

Return relative to average drawdown

19.07

14.38

+4.69

Dividends

Dividend History

Gateway Equity Call Premium Fund provided a 0.41% dividend yield over the last twelve months, with an annual payout of $0.10 per share.


0.40%0.60%0.80%1.00%1.20%1.40%$0.00$0.05$0.10$0.1520152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.10$0.10$0.15$0.16$0.14$0.08$0.12$0.14$0.13$0.12$0.13$0.15

Dividend yield

0.41%0.44%0.73%0.92%0.96%0.47%0.82%1.07%1.12%1.03%1.15%1.47%

Monthly Dividends

The table displays the monthly dividend distributions for Gateway Equity Call Premium Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.03$0.00$0.00$0.00$0.03
2025$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.00$0.00$0.00$0.03$0.10
2024$0.00$0.00$0.04$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.04$0.15
2023$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.00$0.00$0.04$0.16
2022$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.04$0.00$0.00$0.04$0.14
2021$0.00$0.00$0.00$0.00$0.00$0.02$0.00$0.00$0.03$0.00$0.00$0.03$0.08

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Gateway Equity Call Premium Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Gateway Equity Call Premium Fund was 25.24%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

COVID crash2020
-25.24%Mar 2020
1mo 2d7mo 17d
8mo 19dFeb 2020 - Nov 2020
Bear market2022
-18.33%Sep 2022
8mo 29d9mo 21d
1y 6moJan 2022 - Jul 2023
2025 selloff2025
-15.49%Apr 2025
1mo 19d3mo 16d
5mo 5dFeb 2025 - Jul 2025
Rate-hike selloffLate 2018
-14.29%Dec 2018
2mo 21d7mo 2d
9mo 23dOct 2018 - Jul 2019
2015 pullback2015
-9.08%Aug 2015
7d9mo 12d
9mo 19dAug 2015 - Jun 2016

Drawdown Indicators


GCPYXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-25.24%

-56.78%

+31.54%

Max Drawdown (1Y)

Largest decline over 1 year

-7.02%

-9.10%

+2.08%

Max Drawdown (3Y)

Largest decline over 3 years

-15.49%

-18.90%

+3.41%

Max Drawdown (5Y)

Largest decline over 5 years

-18.33%

-25.43%

+7.10%

Max Drawdown (10Y)

Largest decline over 10 years

-25.24%

-33.92%

+8.68%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-2.82%

-10.72%

+7.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

1.97%

+0.09%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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