GATEX vs. LIGYX
GATEX (Gateway Fund) and LIGYX (Loomis Sayles International Growth Fund) are both mutual funds - GATEX is a Options Trading fund managed by Natixis, while LIGYX is a Foreign Large Cap Equities fund managed by Natixis. Over the past 5 years, GATEX returned 6.62%/yr vs 2.24%/yr for LIGYX. Their 0.73 correlation means they have sometimes moved together and sometimes differently. GATEX charges 0.93%/yr vs 0.95%/yr for LIGYX.
Performance
GATEX vs. LIGYX - Performance Comparison
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Returns By Period
In the year-to-date period, GATEX achieves a 4.49% return, which is significantly higher than LIGYX's -8.25% return.
GATEX
- 1D
- 0.53%
- 1M
- -0.04%
- 6M
- 3.08%
- YTD
- 4.49%
- 1Y
- 10.54%
- 3Y*
- 10.59%
- 5Y*
- 6.62%
- 10Y*
- 6.67%
- ALL TIME*
- 5.37%
LIGYX
- 1D
- -1.50%
- 1M
- -0.47%
- 6M
- -6.38%
- YTD
- -8.25%
- 1Y
- -4.59%
- 3Y*
- 4.56%
- 5Y*
- 2.24%
- 10Y*
- —
- ALL TIME*
- 1.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
GATEX Gateway Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
GATEX vs. LIGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 4.49% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 0.30% |
LIGYX Loomis Sayles International Growth Fund | -8.25% | 9.53% | 13.96% | 20.81% | -17.49% | -3.79% | 1.08% |
Correlation
The correlation between GATEX and LIGYX is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Dec 22, 2020 | 0.73 |
The correlation between GATEX and LIGYX has been stable across timeframes, ranging from 0.70 to 0.74 - a consistent structural relationship.
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Return for Risk
GATEX vs. LIGYX — Risk / Return Rank
GATEX
LIGYX
GATEX vs. LIGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) and Loomis Sayles International Growth Fund (LIGYX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GATEX | LIGYX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.84 | ||
| Sortino ratioReturn per unit of downside risk | +2.53 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.97 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | -0.24 | +2.29 |
| Martin ratioReturn relative to average drawdown | 9.23 | -0.47 | +9.71 |
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Drawdowns
GATEX vs. LIGYX - Drawdown Comparison
The maximum GATEX drawdown since its inception was -29.74%, smaller than the maximum LIGYX drawdown of -38.11%. Use the drawdown chart below to compare losses from any high point for GATEX and LIGYX.
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Drawdown Indicators
| GATEX | LIGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -38.11% | +8.37% |
Max Drawdown (1Y)Largest decline over 1 year | -6.01% | -22.58% | +16.57% |
Max Drawdown (3Y)Largest decline over 3 years | -11.52% | -22.58% | +11.06% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -33.83% | +17.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.39% | — | — |
Current DrawdownCurrent decline from peak | -0.86% | -13.62% | +12.76% |
Average DrawdownAverage peak-to-trough decline | -3.89% | -13.72% | +9.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.24% | 10.45% | -9.21% |
Volatility
GATEX vs. LIGYX - Volatility Comparison
The current volatility for Gateway Fund (GATEX) is 2.31%, while Loomis Sayles International Growth Fund (LIGYX) has a volatility of 5.37%. This indicates that GATEX experiences smaller price fluctuations and is considered to be less risky than LIGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GATEX | LIGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.31% | 5.37% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 5.94% | 16.14% | -10.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.81% | 20.53% | -12.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.66% | 21.14% | -11.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 20.76% | -11.83% |
GATEX vs. LIGYX - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is lower than LIGYX's 0.95% expense ratio.
Dividends
GATEX vs. LIGYX - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.12%, less than LIGYX's 0.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.12% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
LIGYX Loomis Sayles International Growth Fund | 0.62% | 1.70% | 0.64% | 0.57% | 0.69% | 1.72% | 0.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
GATEX and LIGYX have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIGYX has higher volatility (5.37%) compared to GATEX (2.31%). In terms of maximum drawdown, GATEX dropped -29.74% vs LIGYX's -38.11%.
GATEX currently has the higher Sharpe Ratio (1.58 vs -0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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