GTEYX vs. ESGYX
Compare and contrast key facts about Gateway Fund Class Y Shares (GTEYX) and Mirova Global Sustainable Equity Fund (ESGYX).
GTEYX is managed by Natixis. ESGYX is managed by Natixis. It was launched on Mar 30, 2016.
Performance
GTEYX vs. ESGYX - Performance Comparison
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GTEYX vs. ESGYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | -3.04% | 10.28% | 15.82% | 14.70% | -11.84% | 11.49% | 7.19% | 11.12% | -4.17% | 9.58% |
ESGYX Mirova Global Sustainable Equity Fund | -6.74% | 15.23% | 13.38% | 18.63% | -22.36% | 18.06% | 32.43% | 33.00% | -6.37% | 29.83% |
Returns By Period
In the year-to-date period, GTEYX achieves a -3.04% return, which is significantly higher than ESGYX's -6.74% return.
GTEYX
- 1D
- 1.71%
- 1M
- -3.62%
- YTD
- -3.04%
- 6M
- -0.59%
- 1Y
- 9.81%
- 3Y*
- 10.54%
- 5Y*
- 6.10%
- 10Y*
- 6.38%
ESGYX
- 1D
- 2.79%
- 1M
- -5.80%
- YTD
- -6.74%
- 6M
- -4.95%
- 1Y
- 8.21%
- 3Y*
- 10.62%
- 5Y*
- 5.16%
- 10Y*
- —
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GTEYX vs. ESGYX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is lower than ESGYX's 0.95% expense ratio.
Return for Risk
GTEYX vs. ESGYX — Risk / Return Rank
GTEYX
ESGYX
GTEYX vs. ESGYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and Mirova Global Sustainable Equity Fund (ESGYX). 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.
| GTEYX | ESGYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.56 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.61 | 0.99 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.23 | +0.18 |
Martin ratioReturn relative to average drawdown | 1.55 | 0.87 | +0.68 |
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
| GTEYX | ESGYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.56 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.30 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.69 | -0.03 |
Correlation
The correlation between GTEYX and ESGYX is 0.86, 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
GTEYX vs. ESGYX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.38%, less than ESGYX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 0.38% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
ESGYX Mirova Global Sustainable Equity Fund | 4.76% | 4.44% | 1.99% | 0.61% | 5.28% | 12.16% | 0.54% | 1.84% | 4.39% | 1.15% | 0.00% | 0.00% |
Drawdowns
GTEYX vs. ESGYX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, smaller than the maximum ESGYX drawdown of -34.88%. Use the drawdown chart below to compare losses from any high point for GTEYX and ESGYX.
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Drawdown Indicators
| GTEYX | ESGYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -34.88% | +18.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -11.49% | +4.45% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -34.88% | +18.63% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | — | — |
Current DrawdownCurrent decline from peak | -4.37% | -8.89% | +4.52% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -6.49% | +4.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 4.33% | -1.33% |
Volatility
GTEYX vs. ESGYX - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.99%, while Mirova Global Sustainable Equity Fund (ESGYX) has a volatility of 4.91%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than ESGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTEYX | ESGYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 4.91% | -1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 9.98% | -4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 18.35% | -5.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 17.67% | -8.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.87% | 17.75% | -8.88% |