GATEX vs. LSIIX
Compare and contrast key facts about Gateway Fund (GATEX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX).
GATEX is managed by Natixis. It was launched on Dec 6, 1977. LSIIX is managed by Natixis. It was launched on Dec 31, 1996.
Performance
GATEX vs. LSIIX - Performance Comparison
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GATEX vs. LSIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | -4.72% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 6.92% | 10.84% | -4.39% | 9.66% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | -1.33% | 5.58% | 2.91% | 7.50% | -11.31% | 0.18% | 11.60% | 9.04% | -0.31% | 6.65% |
Returns By Period
In the year-to-date period, GATEX achieves a -4.72% return, which is significantly lower than LSIIX's -1.33% return. Over the past 10 years, GATEX has outperformed LSIIX with an annualized return of 5.95%, while LSIIX has yielded a comparatively lower 3.12% annualized return.
GATEX
- 1D
- -0.45%
- 1M
- -5.31%
- YTD
- -4.72%
- 6M
- -2.40%
- 1Y
- 7.97%
- 3Y*
- 9.67%
- 5Y*
- 5.63%
- 10Y*
- 5.95%
LSIIX
- 1D
- 0.10%
- 1M
- -2.89%
- YTD
- -1.33%
- 6M
- -0.93%
- 1Y
- 1.92%
- 3Y*
- 3.71%
- 5Y*
- 0.80%
- 10Y*
- 3.12%
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GATEX vs. LSIIX - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is higher than LSIIX's 0.54% expense ratio.
Return for Risk
GATEX vs. LSIIX — Risk / Return Rank
GATEX
LSIIX
GATEX vs. LSIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) and Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX). 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.
| GATEX | LSIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.57 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.20 | 0.80 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.23 | 1.33 | -1.10 |
Martin ratioReturn relative to average drawdown | 0.88 | 4.39 | -3.51 |
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
| GATEX | LSIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.57 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.16 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 1.14 | -0.62 |
Correlation
The correlation between GATEX and LSIIX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GATEX vs. LSIIX - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.20%, less than LSIIX's 2.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.20% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 2.97% | 3.68% | 4.86% | 4.25% | 3.32% | 4.10% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% |
Drawdowns
GATEX vs. LSIIX - Drawdown Comparison
The maximum GATEX drawdown since its inception was -29.74%, which is greater than LSIIX's maximum drawdown of -20.77%. Use the drawdown chart below to compare losses from any high point for GATEX and LSIIX.
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Drawdown Indicators
| GATEX | LSIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -20.77% | -8.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.03% | -3.23% | -3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -15.62% | -0.77% |
Max Drawdown (10Y)Largest decline over 10 years | -16.39% | -15.62% | -0.77% |
Current DrawdownCurrent decline from peak | -6.01% | -2.89% | -3.12% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -2.42% | -1.49% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 0.98% | +2.04% |
Volatility
GATEX vs. LSIIX - Volatility Comparison
Gateway Fund (GATEX) has a higher volatility of 2.28% compared to Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) at 1.36%. This indicates that GATEX's price experiences larger fluctuations and is considered to be riskier than LSIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GATEX | LSIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.28% | 1.36% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.57% | 2.75% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.35% | 4.75% | +7.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.53% | 5.23% | +4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.86% | 4.51% | +4.35% |