GATEX vs. SHIIX
Compare and contrast key facts about Gateway Fund (GATEX) and Catalyst Buffered Shield Fund (SHIIX).
GATEX is managed by Natixis. It was launched on Dec 6, 1977. SHIIX is managed by Catalyst Mutual Funds. It was launched on Apr 13, 2015.
Performance
GATEX vs. SHIIX - Performance Comparison
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GATEX vs. SHIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | -3.07% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 6.92% | 10.84% | -4.39% | 9.66% |
SHIIX Catalyst Buffered Shield Fund | -1.47% | 10.88% | 13.57% | 14.03% | -18.44% | 14.15% | 7.18% | 20.24% | -5.58% | 14.17% |
Returns By Period
In the year-to-date period, GATEX achieves a -3.07% return, which is significantly lower than SHIIX's -1.47% return. Over the past 10 years, GATEX has underperformed SHIIX with an annualized return of 6.13%, while SHIIX has yielded a comparatively higher 6.87% annualized return.
GATEX
- 1D
- 1.73%
- 1M
- -3.64%
- YTD
- -3.07%
- 6M
- -0.69%
- 1Y
- 9.62%
- 3Y*
- 10.30%
- 5Y*
- 5.86%
- 10Y*
- 6.13%
SHIIX
- 1D
- 1.71%
- 1M
- -2.28%
- YTD
- -1.47%
- 6M
- 0.41%
- 1Y
- 11.57%
- 3Y*
- 11.06%
- 5Y*
- 4.87%
- 10Y*
- 6.87%
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GATEX vs. SHIIX - Expense Ratio Comparison
GATEX has a 0.93% expense ratio, which is lower than SHIIX's 1.23% expense ratio.
Return for Risk
GATEX vs. SHIIX — Risk / Return Rank
GATEX
SHIIX
GATEX vs. SHIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund (GATEX) and Catalyst Buffered Shield Fund (SHIIX). 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 | SHIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.19 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.75 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.31 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.38 | 1.66 | -1.28 |
Martin ratioReturn relative to average drawdown | 1.46 | 8.91 | -7.45 |
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 | SHIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.19 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.57 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.80 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.79 | -0.27 |
Correlation
The correlation between GATEX and SHIIX is 0.80, 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
GATEX vs. SHIIX - Dividend Comparison
GATEX's dividend yield for the trailing twelve months is around 0.19%, less than SHIIX's 3.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.19% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
SHIIX Catalyst Buffered Shield Fund | 3.06% | 3.02% | 2.94% | 2.52% | 0.68% | 16.99% | 2.01% | 6.13% | 10.13% | 14.66% | 0.79% | 0.00% |
Drawdowns
GATEX vs. SHIIX - Drawdown Comparison
The maximum GATEX drawdown since its inception was -29.74%, which is greater than SHIIX's maximum drawdown of -20.20%. Use the drawdown chart below to compare losses from any high point for GATEX and SHIIX.
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Drawdown Indicators
| GATEX | SHIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.74% | -20.20% | -9.54% |
Max Drawdown (1Y)Largest decline over 1 year | -7.03% | -7.44% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.39% | -20.20% | +3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -16.39% | -20.20% | +3.81% |
Current DrawdownCurrent decline from peak | -4.38% | -2.63% | -1.75% |
Average DrawdownAverage peak-to-trough decline | -3.91% | -4.18% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 1.39% | +1.64% |
Volatility
GATEX vs. SHIIX - Volatility Comparison
Gateway Fund (GATEX) and Catalyst Buffered Shield Fund (SHIIX) have volatilities of 2.91% and 3.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GATEX | SHIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.91% | 3.05% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 5.83% | 4.13% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.46% | 10.09% | +2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 8.63% | +0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.88% | 8.58% | +0.30% |