LSGRX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Gateway Fund Class Y Shares (GTEYX).
LSGRX is managed by Natixis. It was launched on May 16, 1991. GTEYX is managed by Natixis.
Performance
LSGRX vs. GTEYX - Performance Comparison
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LSGRX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | -11.62% | 14.01% | 35.21% | 51.30% | -27.86% | 18.68% | 31.76% | 31.73% | -2.56% | 32.63% |
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, LSGRX achieves a -11.62% return, which is significantly lower than GTEYX's -3.04% return. Over the past 10 years, LSGRX has outperformed GTEYX with an annualized return of 15.41%, while GTEYX has yielded a comparatively lower 6.38% annualized return.
LSGRX
- 1D
- 3.75%
- 1M
- -6.05%
- YTD
- -11.62%
- 6M
- -12.10%
- 1Y
- 11.30%
- 3Y*
- 19.29%
- 5Y*
- 11.05%
- 10Y*
- 15.41%
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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LSGRX vs. GTEYX - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is lower than GTEYX's 0.70% expense ratio.
Return for Risk
LSGRX vs. GTEYX — Risk / Return Rank
LSGRX
GTEYX
LSGRX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) 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.
| LSGRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.98 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.61 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.24 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | -0.12 | 0.41 | -0.53 |
Martin ratioReturn relative to average drawdown | -0.36 | 1.55 | -1.91 |
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
| LSGRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.98 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.67 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.73 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.66 | -0.23 |
Correlation
The correlation between LSGRX and GTEYX is 0.86, 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
LSGRX vs. GTEYX - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 2.51%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 2.51% | 2.22% | 5.62% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% |
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
LSGRX vs. GTEYX - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -63.63%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for LSGRX and GTEYX.
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Drawdown Indicators
| LSGRX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.63% | -16.58% | -47.05% |
Max Drawdown (1Y)Largest decline over 1 year | -17.83% | -7.04% | -10.79% |
Max Drawdown (5Y)Largest decline over 5 years | -34.69% | -16.25% | -18.44% |
Max Drawdown (10Y)Largest decline over 10 years | -34.69% | -16.25% | -18.44% |
Current DrawdownCurrent decline from peak | -14.57% | -4.37% | -10.20% |
Average DrawdownAverage peak-to-trough decline | -18.01% | -2.08% | -15.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 3.00% | +4.83% |
Volatility
LSGRX vs. GTEYX - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 6.43% compared to Gateway Fund Class Y Shares (GTEYX) at 2.99%. This indicates that LSGRX'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
| LSGRX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 2.99% | +3.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.95% | 5.86% | +7.09% |
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 | 22.61% | 9.56% | +13.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.87% | 8.87% | +12.00% |