GCPYX vs. NEFRX
Compare and contrast key facts about Gateway Equity Call Premium Fund (GCPYX) and Loomis Sayles Core Plus Bond Fund (NEFRX).
GCPYX is managed by Natixis. It was launched on Sep 29, 2014. NEFRX is managed by Natixis. It was launched on Nov 7, 1973.
Performance
GCPYX vs. NEFRX - Performance Comparison
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GCPYX vs. NEFRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GCPYX Gateway Equity Call Premium Fund | -2.97% | 12.59% | 18.15% | 17.59% | -11.48% | 19.28% | 8.38% | 16.67% | -5.37% | 12.22% |
NEFRX Loomis Sayles Core Plus Bond Fund | -0.38% | 7.24% | 0.60% | 5.91% | -12.94% | -1.68% | 10.29% | 8.76% | -0.86% | 4.92% |
Returns By Period
In the year-to-date period, GCPYX achieves a -2.97% return, which is significantly lower than NEFRX's -0.38% return. Over the past 10 years, GCPYX has outperformed NEFRX with an annualized return of 8.87%, while NEFRX has yielded a comparatively lower 2.28% annualized return.
GCPYX
- 1D
- 2.61%
- 1M
- -4.04%
- YTD
- -2.97%
- 6M
- 1.12%
- 1Y
- 12.53%
- 3Y*
- 12.75%
- 5Y*
- 8.59%
- 10Y*
- 8.87%
NEFRX
- 1D
- 0.26%
- 1M
- -1.88%
- YTD
- -0.38%
- 6M
- 0.27%
- 1Y
- 3.58%
- 3Y*
- 3.15%
- 5Y*
- 0.05%
- 10Y*
- 2.28%
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GCPYX vs. NEFRX - Expense Ratio Comparison
GCPYX has a 0.68% expense ratio, which is lower than NEFRX's 0.71% expense ratio.
Return for Risk
GCPYX vs. NEFRX — Risk / Return Rank
GCPYX
NEFRX
GCPYX vs. NEFRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Equity Call Premium Fund (GCPYX) and Loomis Sayles Core Plus Bond Fund (NEFRX). 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.
| GCPYX | NEFRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.98 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.42 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.44 | 2.22 | -1.78 |
Martin ratioReturn relative to average drawdown | 1.68 | 7.31 | -5.63 |
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
| GCPYX | NEFRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.98 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.01 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.46 | +0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.73 | -0.06 |
Correlation
The correlation between GCPYX and NEFRX is 0.07, 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
GCPYX vs. NEFRX - Dividend Comparison
GCPYX's dividend yield for the trailing twelve months is around 0.45%, less than NEFRX's 3.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCPYX Gateway Equity Call Premium Fund | 0.45% | 0.44% | 0.73% | 0.92% | 0.96% | 0.47% | 0.82% | 1.07% | 1.12% | 1.03% | 1.15% | 1.47% |
NEFRX Loomis Sayles Core Plus Bond Fund | 3.63% | 3.97% | 3.90% | 3.58% | 3.10% | 2.34% | 4.04% | 2.51% | 2.87% | 2.68% | 3.17% | 2.58% |
Drawdowns
GCPYX vs. NEFRX - Drawdown Comparison
The maximum GCPYX drawdown since its inception was -25.24%, roughly equal to the maximum NEFRX drawdown of -25.45%. Use the drawdown chart below to compare losses from any high point for GCPYX and NEFRX.
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Drawdown Indicators
| GCPYX | NEFRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.24% | -25.45% | +0.21% |
Max Drawdown (1Y)Largest decline over 1 year | -10.62% | -3.12% | -7.50% |
Max Drawdown (5Y)Largest decline over 5 years | -18.33% | -18.55% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -25.24% | -18.76% | -6.48% |
Current DrawdownCurrent decline from peak | -4.59% | -2.57% | -2.02% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -3.97% | +1.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 0.95% | +3.09% |
Volatility
GCPYX vs. NEFRX - Volatility Comparison
Gateway Equity Call Premium Fund (GCPYX) has a higher volatility of 4.37% compared to Loomis Sayles Core Plus Bond Fund (NEFRX) at 1.52%. This indicates that GCPYX's price experiences larger fluctuations and is considered to be riskier than NEFRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GCPYX | NEFRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 1.52% | +2.85% |
Volatility (6M)Calculated over the trailing 6-month period | 7.40% | 2.85% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.89% | 4.99% | +10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.31% | 6.20% | +6.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.45% | 5.02% | +7.43% |