NEFRX vs. GTEYX
Compare and contrast key facts about Loomis Sayles Core Plus Bond Fund (NEFRX) and Gateway Fund Class Y Shares (GTEYX).
NEFRX is managed by Natixis. It was launched on Nov 7, 1973. GTEYX is managed by Natixis.
Performance
NEFRX vs. GTEYX - Performance Comparison
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NEFRX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEFRX Loomis Sayles Core Plus Bond Fund | -0.38% | 7.24% | 0.60% | 5.91% | -12.94% | -1.68% | 10.29% | 8.76% | -0.86% | 4.92% |
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, NEFRX achieves a -0.38% return, which is significantly higher than GTEYX's -3.04% return. Over the past 10 years, NEFRX has underperformed GTEYX with an annualized return of 2.28%, while GTEYX has yielded a comparatively higher 6.38% annualized return.
NEFRX
- 1D
- 0.26%
- 1M
- -1.88%
- YTD
- -0.38%
- 6M
- 0.27%
- 1Y
- 3.58%
- 3Y*
- 3.15%
- 5Y*
- 0.05%
- 10Y*
- 2.28%
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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NEFRX vs. GTEYX - Expense Ratio Comparison
NEFRX has a 0.71% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
NEFRX vs. GTEYX — Risk / Return Rank
NEFRX
GTEYX
NEFRX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Core Plus Bond Fund (NEFRX) 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.
| NEFRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.98 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.61 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 0.41 | +1.81 |
Martin ratioReturn relative to average drawdown | 7.31 | 1.55 | +5.76 |
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
| NEFRX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.98 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.67 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.66 | +0.07 |
Correlation
The correlation between NEFRX and GTEYX is 0.01, 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
NEFRX vs. GTEYX - Dividend Comparison
NEFRX's dividend yield for the trailing twelve months is around 3.63%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFRX Loomis Sayles Core Plus Bond Fund | 3.63% | 3.97% | 3.90% | 3.58% | 3.10% | 2.34% | 4.04% | 2.51% | 2.87% | 2.68% | 3.17% | 2.58% |
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
NEFRX vs. GTEYX - Drawdown Comparison
The maximum NEFRX drawdown since its inception was -25.45%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for NEFRX and GTEYX.
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Drawdown Indicators
| NEFRX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.45% | -16.58% | -8.87% |
Max Drawdown (1Y)Largest decline over 1 year | -3.12% | -7.04% | +3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -18.55% | -16.25% | -2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -18.76% | -16.25% | -2.51% |
Current DrawdownCurrent decline from peak | -2.57% | -4.37% | +1.80% |
Average DrawdownAverage peak-to-trough decline | -3.97% | -2.08% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 3.00% | -2.05% |
Volatility
NEFRX vs. GTEYX - Volatility Comparison
The current volatility for Loomis Sayles Core Plus Bond Fund (NEFRX) is 1.52%, while Gateway Fund Class Y Shares (GTEYX) has a volatility of 2.99%. This indicates that NEFRX 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
| NEFRX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.52% | 2.99% | -1.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 5.86% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.99% | 12.50% | -7.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.20% | 9.56% | -3.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.02% | 8.87% | -3.85% |