LSGRX vs. GATEX
LSGRX (Loomis Sayles Growth Fund) and GATEX (Gateway Fund) are both mutual funds - LSGRX 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, LSGRX returned 15.08%/yr vs 6.58%/yr for GATEX. Their 0.80 correlation means they have sometimes moved together and sometimes differently. LSGRX charges 0.64%/yr vs 0.93%/yr for GATEX.
Performance
LSGRX vs. GATEX - Performance Comparison
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Returns By Period
In the year-to-date period, LSGRX achieves a -6.38% return, which is significantly lower than GATEX's 3.94% return. Over the past 10 years, LSGRX has outperformed GATEX with an annualized return of 15.08%, while GATEX has yielded a comparatively lower 6.58% annualized return.
LSGRX
- 1D
- 0.97%
- 1M
- -2.45%
- 6M
- -5.84%
- YTD
- -6.38%
- 1Y
- -1.65%
- 3Y*
- 14.79%
- 5Y*
- 10.02%
- 10Y*
- 15.08%
- ALL TIME*
- 9.13%
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 |
LSGRX vs. GATEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | -6.38% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
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 LSGRX 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. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.89 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since May 13, 1991 | 0.80 |
The correlation between LSGRX and GATEX has been stable across timeframes, ranging from 0.80 to 0.89 - a consistent structural relationship.
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Return for Risk
LSGRX vs. GATEX — Risk / Return Rank
LSGRX
GATEX
LSGRX vs. GATEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) 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.
| LSGRX | GATEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.60 | ||
| Sortino ratioReturn per unit of downside risk | -2.20 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.28 | -0.28 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 1.92 | -2.04 |
| Martin ratioReturn relative to average drawdown | -0.32 | 8.63 | -8.94 |
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Drawdowns
LSGRX vs. GATEX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -63.63%, which is greater than GATEX's maximum drawdown of -29.74%. Use the drawdown chart below to compare losses from any high point for LSGRX and GATEX.
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Drawdown Indicators
| LSGRX | GATEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -29.74% | -33.89% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -6.01% | -11.82% |
Max Drawdown (3Y)Largest decline over 3 years | -27.33% | -11.52% | -15.81% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -16.39% | -18.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.69% | -16.39% | -18.30% |
Current DrawdownCurrent decline from peak | -9.51% | -1.38% | -8.13% |
Average DrawdownAverage peak-to-trough decline | -17.91% | -3.89% | -14.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.33% | 1.24% | +5.09% |
Volatility
LSGRX vs. GATEX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.34% compared to Gateway Fund (GATEX) at 2.25%. This indicates that LSGRX'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.
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Volatility by Period
| LSGRX | GATEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 2.25% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 5.92% | +7.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.11% | 7.79% | +10.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.90% | 9.66% | +13.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.98% | 8.93% | +12.05% |
LSGRX vs. GATEX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is lower than GATEX's 0.93% expense ratio.
Dividends
LSGRX vs. GATEX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.37%, 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% |
LSGRX Loomis Sayles Growth Fund | 2.37% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
Frequently Asked Questions
LSGRX 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.
LSGRX has higher volatility (5.34%) compared to GATEX (2.25%). In terms of maximum drawdown, LSGRX dropped -63.63% vs GATEX's -29.74%.
GATEX currently has the higher Sharpe Ratio (1.48 vs -0.12), 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.
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