GTEYX vs. FXAIX

In the year-to-date period, GTEYX achieves a 0.77% return, which is significantly lower than FXAIX's 1.34% return. Over the past 10 years, GTEYX has underperformed FXAIX with an annualized return of 5.63%, while FXAIX has yielded a comparatively higher 12.68% annualized return.

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GTEYX has a 0.70% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current GTEYX Sharpe Ratio is 0.84, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of GTEYX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GTEYX's dividend yield for the trailing twelve months is around 0.60%, less than FXAIX's 1.55% yield.

The maximum GTEYX drawdown since its inception was -27.76%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GTEYX and FXAIX.

The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.10%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.