GTEYX vs. LSGRX
Compare and contrast key facts about Gateway Fund Class Y Shares (GTEYX) and Loomis Sayles Growth Fund (LSGRX).
GTEYX is managed by Natixis. LSGRX is managed by Natixis. It was launched on May 16, 1991.
Performance
GTEYX vs. LSGRX - Performance Comparison
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GTEYX vs. LSGRX - 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% | 9.93% |
LSGRX Loomis Sayles Growth Fund | -11.62% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
Returns By Period
In the year-to-date period, GTEYX achieves a -3.04% return, which is significantly higher than LSGRX's -11.62% return. Over the past 10 years, GTEYX has underperformed LSGRX with an annualized return of 6.38%, while LSGRX has yielded a comparatively higher 15.41% annualized 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%
LSGRX
- 1D
- 3.75%
- 1M
- -6.05%
- YTD
- -11.62%
- 6M
- -12.10%
- 1Y
- 11.30%
- 3Y*
- 19.29%
- 5Y*
- 11.05%
- 10Y*
- 15.41%
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GTEYX vs. LSGRX - Expense Ratio Comparison
GTEYX has a 0.70% expense ratio, which is higher than LSGRX's 0.64% expense ratio.
Return for Risk
GTEYX vs. LSGRX — Risk / Return Rank
GTEYX
LSGRX
GTEYX vs. LSGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and Loomis Sayles Growth Fund (LSGRX). 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 | LSGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.59 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.06 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.41 | -0.12 | +0.53 |
Martin ratioReturn relative to average drawdown | 1.55 | -0.36 | +1.91 |
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 | LSGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.59 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.51 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.75 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.43 | +0.23 |
Correlation
The correlation between GTEYX and LSGRX 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. LSGRX - Dividend Comparison
GTEYX's dividend yield for the trailing twelve months is around 0.38%, less than LSGRX's 2.51% 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% |
LSGRX Loomis Sayles Growth Fund | 2.51% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Drawdowns
GTEYX vs. LSGRX - Drawdown Comparison
The maximum GTEYX drawdown since its inception was -16.58%, smaller than the maximum LSGRX drawdown of -63.63%. Use the drawdown chart below to compare losses from any high point for GTEYX and LSGRX.
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Drawdown Indicators
| GTEYX | LSGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.58% | -63.63% | +47.05% |
Max Drawdown (1Y)Largest decline over 1 year | -7.04% | -17.83% | +10.79% |
Max Drawdown (5Y)Largest decline over 5 years | -16.25% | -34.69% | +18.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.25% | -34.69% | +18.44% |
Current DrawdownCurrent decline from peak | -4.37% | -14.57% | +10.20% |
Average DrawdownAverage peak-to-trough decline | -2.08% | -18.01% | +15.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 7.83% | -4.83% |
Volatility
GTEYX vs. LSGRX - Volatility Comparison
The current volatility for Gateway Fund Class Y Shares (GTEYX) is 2.99%, while Loomis Sayles Growth Fund (LSGRX) has a volatility of 6.43%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than LSGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GTEYX | LSGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.99% | 6.43% | -3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 12.95% | -7.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.50% | 25.34% | -12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.56% | 22.61% | -13.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.87% | 20.87% | -12.00% |