LGRRX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and Gateway Fund Class Y Shares (GTEYX).
LGRRX is managed by Natixis. It was launched on Feb 1, 2013. GTEYX is managed by Natixis.
Performance
LGRRX vs. GTEYX - Performance Comparison
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LGRRX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | -11.67% | 13.76% | 34.82% | 50.89% | -28.03% | 18.40% | 31.40% | 31.41% | -2.80% | 32.29% |
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% |
Returns By Period
In the year-to-date period, LGRRX achieves a -11.67% return, which is significantly lower than GTEYX's -3.04% return. Over the past 10 years, LGRRX has outperformed GTEYX with an annualized return of 15.12%, while GTEYX has yielded a comparatively lower 6.38% annualized return.
LGRRX
- 1D
- 3.79%
- 1M
- -6.06%
- YTD
- -11.67%
- 6M
- -12.18%
- 1Y
- 11.06%
- 3Y*
- 19.00%
- 5Y*
- 10.77%
- 10Y*
- 15.12%
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%
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LGRRX vs. GTEYX - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
LGRRX vs. GTEYX — Risk / Return Rank
LGRRX
GTEYX
LGRRX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and Gateway Fund Class Y Shares (GTEYX). 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.
| LGRRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.98 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.61 | -0.57 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.14 | 0.41 | -0.55 |
Martin ratioReturn relative to average drawdown | -0.43 | 1.55 | -1.98 |
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
| LGRRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.98 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.67 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.66 | -0.31 |
Correlation
The correlation between LGRRX and GTEYX is 0.87, 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
LGRRX vs. GTEYX - Dividend Comparison
LGRRX's dividend yield for the trailing twelve months is around 2.83%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 2.83% | 2.50% | 6.30% | 6.70% | 18.14% | 5.13% | 4.60% | 2.68% | 5.92% | 2.33% | 1.38% | 0.42% |
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% |
Drawdowns
LGRRX vs. GTEYX - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -64.70%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for LGRRX and GTEYX.
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Drawdown Indicators
| LGRRX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.70% | -16.58% | -48.12% |
Max Drawdown (1Y)Largest decline over 1 year | -17.93% | -7.04% | -10.89% |
Max Drawdown (5Y)Largest decline over 5 years | -34.85% | -16.25% | -18.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.85% | -16.25% | -18.60% |
Current DrawdownCurrent decline from peak | -14.65% | -4.37% | -10.28% |
Average DrawdownAverage peak-to-trough decline | -21.33% | -2.08% | -19.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.97% | 3.00% | +4.97% |
Volatility
LGRRX vs. GTEYX - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 6.47% compared to Gateway Fund Class Y Shares (GTEYX) at 2.99%. This indicates that LGRRX's price experiences larger fluctuations and is considered to be riskier than GTEYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGRRX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 2.99% | +3.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.98% | 5.86% | +7.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.34% | 12.50% | +12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 9.56% | +13.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 8.87% | +12.11% |