GTEYX vs. JHQDX
Compare and contrast key facts about Gateway Fund Class Y Shares (GTEYX) and JPMorgan Hedged Equity 2 Fund Class I (JHQDX).
GTEYX is managed by Natixis. JHQDX is managed by JPMorgan. It was launched on Feb 26, 2021.
Performance
GTEYX vs. JHQDX - Performance Comparison
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GTEYX vs. JHQDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | -3.04% | 10.28% | 15.82% | 14.70% | -11.84% | 10.47% |
JHQDX JPMorgan Hedged Equity 2 Fund Class I | -3.02% | 7.56% | 18.03% | 15.26% | -13.30% | 14.40% |
Returns By Period
The year-to-date returns for both investments are quite close, with GTEYX having a -3.04% return and JHQDX slightly higher at -3.02%.
GTEYX
- 1D
- 1.71%
- 1M
- -3.62%
- YTD
- -3.04%
- 6M
- -0.59%
- 1Y
- 9.81%
- 3Y*
- 10.54%
- 5Y*
- 6.10%
- 10Y*
- 6.38%
JHQDX
- 1D
- 1.10%
- 1M
- -3.65%
- YTD
- -3.02%
- 6M
- -1.43%
- 1Y
- 6.55%
- 3Y*
- 9.71%
- 5Y*
- 6.40%
- 10Y*
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GTEYX vs. JHQDX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is higher than JHQDX's 0.60% expense ratio.
Return for Risk
GTEYX vs. JHQDX — Risk / Return Rank
GTEYX
JHQDX
GTEYX vs. JHQDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and JPMorgan Hedged Equity 2 Fund Class I (JHQDX). 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.
| GTEYX | JHQDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.85 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.24 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 1.27 | -0.87 |
Martin ratioReturn relative to average drawdown | 1.55 | 5.49 | -3.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GTEYX | JHQDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.85 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.80 | -0.14 |
Correlation
The correlation between GTEYX and JHQDX is 0.83, 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.
Dividends
GTEYX vs. JHQDX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.38%, less than JHQDX's 0.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 0.38% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
JHQDX JPMorgan Hedged Equity 2 Fund Class I | 0.51% | 0.50% | 0.75% | 0.96% | 6.91% | 0.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GTEYX vs. JHQDX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, which is greater than JHQDX's maximum drawdown of -15.25%. Use the drawdown chart below to compare losses from any high point for GTEYX and JHQDX.
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Drawdown Indicators
| GTEYX | JHQDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -15.25% | -1.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -5.41% | -1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -15.25% | -1.00% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | — | — |
Current DrawdownCurrent decline from peak | -4.37% | -4.37% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -3.32% | +1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 1.26% | +1.74% |
Volatility
GTEYX vs. JHQDX - Volatility Comparison
Gateway Fund Class Y Shares (GTEYX) has a higher volatility of 2.99% compared to JPMorgan Hedged Equity 2 Fund Class I (JHQDX) at 2.60%. This indicates that GTEYX's price experiences larger fluctuations and is considered to be riskier than JHQDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTEYX | JHQDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 2.60% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 5.55% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 7.82% | +4.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 8.74% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.87% | 8.70% | +0.17% |