LGRCX vs. GATEX
LGRCX (Loomis Sayles Growth Fund Class C) and GATEX (Gateway Fund) are both mutual funds - LGRCX is a Large Cap Growth Equities fund managed by Natixis, while GATEX is a Options Trading fund managed by Natixis. Over the past 10 years, LGRCX returned 13.95%/yr vs 6.58%/yr for GATEX. Their correlation of 0.86 means they have usually moved in the same direction. LGRCX charges 1.65%/yr vs 0.93%/yr for GATEX.
Performance
LGRCX vs. GATEX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LGRCX achieves a -6.93% return, which is significantly lower than GATEX's 3.94% return. Over the past 10 years, LGRCX has outperformed GATEX with an annualized return of 13.95%, while GATEX has yielded a comparatively lower 6.58% annualized return.
LGRCX
- 1D
- 0.96%
- 1M
- -2.51%
- 6M
- -6.34%
- YTD
- -6.93%
- 1Y
- -2.63%
- 3Y*
- 13.61%
- 5Y*
- 8.88%
- 10Y*
- 13.95%
- ALL TIME*
- 10.01%
GATEX
- 1D
- 1.09%
- 1M
- -0.56%
- 6M
- 2.79%
- YTD
- 3.94%
- 1Y
- 9.96%
- 3Y*
- 10.38%
- 5Y*
- 6.50%
- 10Y*
- 6.58%
- ALL TIME*
- 5.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
GATEX Gateway Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
LGRCX vs. GATEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRCX Loomis Sayles Growth Fund Class C | -6.93% | 12.90% | 33.77% | 49.68% | -28.62% | 17.50% | 30.41% | 30.47% | -3.53% | 31.39% |
GATEX Gateway Fund | 3.94% | 10.07% | 15.55% | 14.43% | -12.06% | 11.24% | 6.92% | 10.84% | -4.39% | 9.66% |
Correlation
The correlation between LGRCX and GATEX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since Sep 12, 2003 | 0.86 |
The correlation between LGRCX and GATEX has been stable across timeframes, ranging from 0.85 to 0.91 - 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
LGRCX vs. GATEX — Risk / Return Rank
LGRCX
GATEX
LGRCX vs. GATEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund Class C (LGRCX) and Gateway Fund (GATEX). 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.
| LGRCX | GATEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.66 | ||
| Sortino ratioReturn per unit of downside risk | -2.29 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.28 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.92 | -2.10 |
| Martin ratioReturn relative to average drawdown | -0.46 | 8.63 | -9.09 |
Loading charts...
Drawdowns
LGRCX vs. GATEX - Drawdown Comparison
The maximum LGRCX drawdown since its inception was -58.53%, which is greater than GATEX's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for LGRCX and GATEX.
Loading charts...
Drawdown Indicators
| LGRCX | GATEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.53% | -29.74% | -28.79% |
Max Drawdown (1Y)Largest decline over 1 year | -18.16% | -6.01% | -12.15% |
Max Drawdown (3Y)Largest decline over 3 years | -28.96% | -11.52% | -17.44% |
Max Drawdown (5Y)Largest decline over 5 years | -35.31% | -16.39% | -18.92% |
Max Drawdown (10Y)Largest decline over 10 years | -35.31% | -16.39% | -18.92% |
Current DrawdownCurrent decline from peak | -10.17% | -1.38% | -8.79% |
Average DrawdownAverage peak-to-trough decline | -11.08% | -3.89% | -7.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.61% | 1.24% | +5.37% |
Volatility
LGRCX vs. GATEX - Volatility Comparison
Loomis Sayles Growth Fund Class C (LGRCX) has a higher volatility of 5.36% compared to Gateway Fund (GATEX) at 2.25%. This indicates that LGRCX's price experiences larger fluctuations and is considered to be riskier than GATEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LGRCX | GATEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 2.25% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 13.84% | 5.92% | +7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 7.79% | +10.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.34% | 9.66% | +13.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.22% | 8.93% | +12.29% |
LGRCX vs. GATEX - Expense Ratio Comparison
LGRCX has a 1.65% expense ratio, which is higher than GATEX's 0.93% expense ratio.
Dividends
LGRCX vs. GATEX - Dividend Comparison
LGRCX's dividend yield for the trailing twelve months is around 3.33%, more than GATEX's 0.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GATEX Gateway Fund | 0.12% | 0.22% | 0.42% | 0.67% | 0.63% | 0.43% | 0.83% | 1.09% | 1.15% | 1.01% | 1.36% | 1.84% |
LGRCX Loomis Sayles Growth Fund Class C | 3.33% | 3.10% | 7.70% | 8.01% | 21.28% | 5.81% | 5.14% | 2.60% | 6.05% | 2.18% | 1.36% | 0.00% |
Frequently Asked Questions
LGRCX and GATEX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGRCX has higher volatility (5.36%) compared to GATEX (2.25%). In terms of maximum drawdown, LGRCX dropped -58.53% vs GATEX's -29.74%.
GATEX currently has the higher Sharpe Ratio (1.48 vs -0.18), 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 LGRCX and GATEX
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