Correlation
The correlation between GTEYX and GCPYX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
GTEYX vs. GCPYX
Compare and contrast key facts about Gateway Fund Class Y Shares (GTEYX) and Gateway Equity Call Premium Fund (GCPYX).
GTEYX is managed by Natixis Investment Managers. GCPYX is managed by Natixis Funds. It was launched on Sep 29, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTEYX or GCPYX.
Performance
GTEYX vs. GCPYX - Performance Comparison
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Key characteristics
GTEYX:
0.84
GCPYX:
0.54
GTEYX:
1.19
GCPYX:
0.76
GTEYX:
1.17
GCPYX:
1.12
GTEYX:
0.79
GCPYX:
0.48
GTEYX:
3.09
GCPYX:
1.86
GTEYX:
2.94%
GCPYX:
3.95%
GTEYX:
11.94%
GCPYX:
15.48%
GTEYX:
-27.76%
GCPYX:
-25.24%
GTEYX:
-2.15%
GCPYX:
-4.58%
Returns By Period
In the year-to-date period, GTEYX achieves a 0.77% return, which is significantly higher than GCPYX's -1.21% return. Over the past 10 years, GTEYX has underperformed GCPYX with an annualized return of 5.63%, while GCPYX has yielded a comparatively higher 7.61% annualized return.
GTEYX
0.77%
3.17%
-0.87%
9.95%
8.62%
7.82%
5.63%
GCPYX
-1.21%
3.33%
-2.67%
8.29%
9.98%
11.10%
7.61%
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GTEYX vs. GCPYX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is higher than GCPYX's 0.68% expense ratio.
Risk-Adjusted Performance
GTEYX vs. GCPYX — Risk-Adjusted Performance Rank
GTEYX
GCPYX
GTEYX vs. GCPYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and Gateway Equity Call Premium Fund (GCPYX). 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.
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Dividends
GTEYX vs. GCPYX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.60%, less than GCPYX's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 0.60% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.42% | 1.25% | 1.60% | 2.09% | 1.53% |
GCPYX Gateway Equity Call Premium Fund | 0.70% | 0.74% | 0.92% | 0.96% | 0.47% | 0.82% | 1.07% | 1.12% | 1.03% | 1.15% | 1.47% | 0.43% |
Drawdowns
GTEYX vs. GCPYX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -27.76%, which is greater than GCPYX's maximum drawdown of -25.24%. Use the drawdown chart below to compare losses from any high point for GTEYX and GCPYX.
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Volatility
GTEYX vs. GCPYX - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.10%, while Gateway Equity Call Premium Fund (GCPYX) has a volatility of 2.42%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than GCPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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