Performance Summary

Active PutWrite Performance Summary – Q2 2022

Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from …

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Active Overwrite Performance Summary – Q2 2022

Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from …

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Index/RA Performance Summary – Q2 2022

Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from …

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Active PutWrite Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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Active Overwrite Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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Index/RA Performance Summary – Q1 2022

War in Ukraine paired with rising interest rates, record inflation and strict sanctions on Russia that helped drive oil above $100 per barrel drove the …

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Index/RA Performance Summary – Q4 2021

2021 marked the Gateway Index/RA Composite’s (the Composite) highest calendar year return since 2003. Returns for the year were buoyed by relatively elevated implied volatility …

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Active Overwrite Performance Summary – Q4 2021

While generating its highest calendar-year return since its April 1, 2008 inception, the Gateway Active Index-Option Overwrite Composite’s (the Composite) diversified and active index call …

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Active PutWrite Performance Summary – Q4 2021

While generating its highest calendar-year return since its April 1, 2015 inception, the Composite’s diversified and active index put option writing approach generated risk reducing …

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Active Overwrite Performance Summary – Q3 2021

After advancing in the first two months of the quarter, the culmination of concerns over coronavirus variants, the outlook for inflation, potential negative impacts of …

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