LSGGX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Global Growth Fund (LSGGX) and Gateway Fund Class Y Shares (GTEYX).
LSGGX is managed by Natixis. It was launched on Mar 30, 2016. GTEYX is managed by Natixis.
Performance
LSGGX vs. GTEYX - Performance Comparison
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LSGGX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | -13.09% | 16.84% | 23.30% | 36.10% | -25.98% | 5.89% | 35.25% | 30.63% | -6.70% | 31.11% |
GTEYX Gateway Fund Class Y Shares | -3.04% | 10.28% | 15.82% | 14.70% | -11.84% | 11.49% | 7.19% | 11.12% | -4.17% | 9.58% |
Returns By Period
In the year-to-date period, LSGGX achieves a -13.09% return, which is significantly lower than GTEYX's -3.04% return.
LSGGX
- 1D
- 3.90%
- 1M
- -6.16%
- YTD
- -13.09%
- 6M
- -15.94%
- 1Y
- 5.40%
- 3Y*
- 13.26%
- 5Y*
- 5.02%
- 10Y*
- —
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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LSGGX vs. GTEYX - Expense Ratio Comparison
LSGGX has a 0.95% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
LSGGX vs. GTEYX — Risk / Return Rank
LSGGX
GTEYX
LSGGX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Global Growth Fund (LSGGX) 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.
| LSGGX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.98 | -0.69 |
Sortino ratioReturn per unit of downside risk | 0.62 | 1.61 | -1.00 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.24 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.16 | 0.41 | -0.56 |
Martin ratioReturn relative to average drawdown | -0.44 | 1.55 | -1.99 |
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
| LSGGX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.98 | -0.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.67 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.73 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between LSGGX and GTEYX is 0.84, 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
LSGGX vs. GTEYX - Dividend Comparison
LSGGX's dividend yield for the trailing twelve months is around 0.35%, less than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGGX Loomis Sayles Global Growth Fund | 0.35% | 0.30% | 0.00% | 0.00% | 7.77% | 7.38% | 6.15% | 5.74% | 4.78% | 3.44% | 0.00% | 0.00% |
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
LSGGX vs. GTEYX - Drawdown Comparison
The maximum LSGGX drawdown since its inception was -37.72%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for LSGGX and GTEYX.
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Drawdown Indicators
| LSGGX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.72% | -16.58% | -21.14% |
Max Drawdown (1Y)Largest decline over 1 year | -21.08% | -7.04% | -14.04% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -16.25% | -21.47% |
Max Drawdown (10Y)Largest decline over 10 years | — | -16.25% | — |
Current DrawdownCurrent decline from peak | -17.84% | -4.37% | -13.47% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -2.08% | -5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.01% | 3.00% | +5.01% |
Volatility
LSGGX vs. GTEYX - Volatility Comparison
Loomis Sayles Global Growth Fund (LSGGX) has a higher volatility of 7.05% compared to Gateway Fund Class Y Shares (GTEYX) at 2.99%. This indicates that LSGGX'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
| LSGGX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.05% | 2.99% | +4.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.45% | 5.86% | +7.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.27% | 12.50% | +11.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.94% | 9.56% | +12.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 8.87% | +11.73% |