LSFYX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) and Gateway Fund Class Y Shares (GTEYX).
LSFYX is managed by Natixis. It was launched on Sep 29, 2011. GTEYX is managed by Natixis.
Performance
LSFYX vs. GTEYX - Performance Comparison
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LSFYX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | -1.03% | 4.80% | 8.60% | 9.78% | -5.52% | 4.88% | 1.47% | 5.43% | 0.40% | 5.06% |
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, LSFYX achieves a -1.03% return, which is significantly higher than GTEYX's -3.04% return. Over the past 10 years, LSFYX has underperformed GTEYX with an annualized return of 4.36%, while GTEYX has yielded a comparatively higher 6.38% annualized return.
LSFYX
- 1D
- 0.13%
- 1M
- 0.26%
- YTD
- -1.03%
- 6M
- -0.10%
- 1Y
- 3.51%
- 3Y*
- 6.33%
- 5Y*
- 3.79%
- 10Y*
- 4.36%
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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LSFYX vs. GTEYX - Expense Ratio Comparison
LSFYX has a 0.80% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
LSFYX vs. GTEYX — Risk / Return Rank
LSFYX
GTEYX
LSFYX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) 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.
| LSFYX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.98 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.61 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.24 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 0.41 | +0.77 |
Martin ratioReturn relative to average drawdown | 4.74 | 1.55 | +3.19 |
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
| LSFYX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.98 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.33 | 0.67 | +0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.28 | 0.73 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.51 | 0.66 | +0.84 |
Correlation
The correlation between LSFYX and GTEYX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LSFYX vs. GTEYX - Dividend Comparison
LSFYX's dividend yield for the trailing twelve months is around 6.63%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSFYX Loomis Sayles Senior Floating Rate and Fixed Income Fund | 6.63% | 7.09% | 9.23% | 6.81% | 5.17% | 3.87% | 5.18% | 6.46% | 6.07% | 5.67% | 5.89% | 6.23% |
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
LSFYX vs. GTEYX - Drawdown Comparison
The maximum LSFYX drawdown since its inception was -20.67%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for LSFYX and GTEYX.
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Drawdown Indicators
| LSFYX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.67% | -16.58% | -4.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.35% | -7.04% | +4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -7.60% | -16.25% | +8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -20.67% | -16.25% | -4.42% |
Current DrawdownCurrent decline from peak | -1.19% | -4.37% | +3.18% |
Average DrawdownAverage peak-to-trough decline | -1.15% | -2.08% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 3.00% | -2.27% |
Volatility
LSFYX vs. GTEYX - Volatility Comparison
The current volatility for Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFYX) is 0.88%, while Gateway Fund Class Y Shares (GTEYX) has a volatility of 2.99%. This indicates that LSFYX experiences smaller price fluctuations and is considered to be less risky 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
| LSFYX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.88% | 2.99% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 2.06% | 5.86% | -3.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.67% | 12.50% | -8.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 9.56% | -6.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.48% | 8.87% | -5.39% |