GTEYX vs. LSGGX
GTEYX (Gateway Fund Class Y Shares) and LSGGX (Loomis Sayles Global Growth Fund) are both mutual funds - GTEYX is a Options Trading fund managed by Natixis, while LSGGX is a Global Equities fund managed by Natixis. Over the past 5 years, GTEYX returned 6.86%/yr vs 5.30%/yr for LSGGX. Their correlation of 0.84 means they have usually moved in the same direction. GTEYX charges 0.70%/yr vs 0.95%/yr for LSGGX.
Performance
GTEYX vs. LSGGX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, GTEYX achieves a 4.62% return, which is significantly higher than LSGGX's -8.03% return.
GTEYX
- 1D
- 0.53%
- 1M
- -0.02%
- 6M
- 3.18%
- YTD
- 4.62%
- 1Y
- 10.73%
- 3Y*
- 10.83%
- 5Y*
- 6.86%
- 10Y*
- 6.92%
- ALL TIME*
- 5.88%
LSGGX
- 1D
- 1.03%
- 1M
- -2.13%
- 6M
- -6.31%
- YTD
- -8.03%
- 1Y
- -4.52%
- 3Y*
- 11.15%
- 5Y*
- 5.30%
- 10Y*
- —
- ALL TIME*
- 12.37%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
GTEYX vs. LSGGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 4.62% | 10.28% | 15.82% | 14.70% | -11.84% | 11.49% | 7.19% | 11.12% | -4.17% | 9.93% |
LSGGX Loomis Sayles Global Growth Fund | -8.03% | 16.84% | 23.30% | 36.10% | -25.98% | 5.89% | 35.25% | 30.63% | -6.70% | 31.11% |
Correlation
The correlation between GTEYX and LSGGX is 0.80, 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. | 0.80 |
Correlation (3Y) Balances recent behavior with more history. | 0.81 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.84 |
The correlation between GTEYX and LSGGX has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
GTEYX vs. LSGGX — Risk / Return Rank
GTEYX
LSGGX
GTEYX vs. LSGGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and Loomis Sayles Global Growth Fund (LSGGX). 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.
| GTEYX | LSGGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.88 | ||
| Sortino ratioReturn per unit of downside risk | +2.58 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.97 | +0.33 |
| Calmar ratioReturn relative to maximum drawdown | 2.10 | -0.25 | +2.35 |
| Martin ratioReturn relative to average drawdown | 9.53 | -0.54 | +10.07 |
Loading charts...
Drawdowns
GTEYX vs. LSGGX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, smaller than the maximum LSGGX drawdown of -37.72%. Use the drawdown chart below to compare losses from any high point for GTEYX and LSGGX.
Loading charts...
Drawdown Indicators
| GTEYX | LSGGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -37.72% | +21.14% |
Max Drawdown (1Y)Largest decline over 1 year | -5.98% | -21.08% | +15.10% |
Max Drawdown (3Y)Largest decline over 3 years | -11.48% | -22.21% | +10.73% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -37.72% | +21.47% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | — | — |
Current DrawdownCurrent decline from peak | -0.84% | -13.06% | +12.22% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -7.69% | +5.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.23% | 8.97% | -7.74% |
Volatility
GTEYX vs. LSGGX - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.31%, while Loomis Sayles Global Growth Fund (LSGGX) has a volatility of 5.20%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than LSGGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| GTEYX | LSGGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.31% | 5.20% | -2.89% |
Volatility (6M)Calculated over the trailing 6-month period | 5.96% | 14.58% | -8.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.83% | 18.87% | -11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.66% | 22.24% | -12.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.93% | 20.54% | -11.61% |
GTEYX vs. LSGGX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is lower than LSGGX's 0.95% expense ratio.
Dividends
GTEYX vs. LSGGX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.30%, less than LSGGX's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTEYX Gateway Fund Class Y Shares | 0.30% | 0.39% | 0.65% | 0.90% | 0.89% | 0.66% | 1.06% | 1.32% | 1.41% | 1.24% | 1.60% | 2.09% |
LSGGX Loomis Sayles Global Growth Fund | 0.33% | 0.30% | 0.00% | 0.00% | 7.77% | 7.38% | 6.15% | 5.74% | 4.78% | 3.44% | 0.00% | 0.00% |
Frequently Asked Questions
GTEYX and LSGGX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LSGGX has higher volatility (5.20%) compared to GTEYX (2.31%). In terms of maximum drawdown, GTEYX dropped -16.58% vs LSGGX's -37.72%.
GTEYX currently has the higher Sharpe Ratio (1.61 vs -0.28), 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.
Find the right allocation for GTEYX and LSGGX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer