SHIIX vs. GTEYX
Compare and contrast key facts about Catalyst Buffered Shield Fund (SHIIX) and Gateway Fund Class Y Shares (GTEYX).
SHIIX is managed by Catalyst Mutual Funds. It was launched on Apr 13, 2015. GTEYX is managed by Natixis.
Performance
SHIIX vs. GTEYX - Performance Comparison
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SHIIX vs. GTEYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHIIX Catalyst Buffered Shield Fund | -1.47% | 10.88% | 13.57% | 14.03% | -18.44% | 14.15% | 7.18% | 20.24% | -5.58% | 14.17% |
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, SHIIX achieves a -1.47% return, which is significantly higher than GTEYX's -3.04% return. Over the past 10 years, SHIIX has outperformed GTEYX with an annualized return of 6.87%, while GTEYX has yielded a comparatively lower 6.38% annualized return.
SHIIX
- 1D
- 1.71%
- 1M
- -2.28%
- YTD
- -1.47%
- 6M
- 0.41%
- 1Y
- 11.57%
- 3Y*
- 11.06%
- 5Y*
- 4.87%
- 10Y*
- 6.87%
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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SHIIX vs. GTEYX - Expense Ratio Comparison
SHIIX has a 1.23% expense ratio, which is higher than GTEYX's 0.70% expense ratio.
Return for Risk
SHIIX vs. GTEYX — Risk / Return Rank
SHIIX
GTEYX
SHIIX vs. GTEYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Buffered Shield Fund (SHIIX) 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.
| SHIIX | GTEYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.98 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.61 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.24 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 0.41 | +1.26 |
Martin ratioReturn relative to average drawdown | 8.91 | 1.55 | +7.36 |
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
| SHIIX | GTEYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.98 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.67 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.73 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.66 | +0.13 |
Correlation
The correlation between SHIIX and GTEYX is 0.80, 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
SHIIX vs. GTEYX - Dividend Comparison
SHIIX's dividend yield for the trailing twelve months is around 3.06%, more than GTEYX's 0.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHIIX Catalyst Buffered Shield Fund | 3.06% | 3.02% | 2.94% | 2.52% | 0.68% | 16.99% | 2.01% | 6.13% | 10.13% | 14.66% | 0.79% | 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
SHIIX vs. GTEYX - Drawdown Comparison
The maximum SHIIX drawdown since its inception was -20.20%, which is greater than GTEYX's maximum drawdown of -16.58%. Use the drawdown chart below to compare losses from any high point for SHIIX and GTEYX.
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Drawdown Indicators
| SHIIX | GTEYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.20% | -16.58% | -3.62% |
Max Drawdown (1Y)Largest decline over 1 year | -7.44% | -7.04% | -0.40% |
Max Drawdown (5Y)Largest decline over 5 years | -20.20% | -16.25% | -3.95% |
Max Drawdown (10Y)Largest decline over 10 years | -20.20% | -16.25% | -3.95% |
Current DrawdownCurrent decline from peak | -2.63% | -4.37% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -4.18% | -2.08% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 3.00% | -1.61% |
Volatility
SHIIX vs. GTEYX - Volatility Comparison
Catalyst Buffered Shield Fund (SHIIX) and Gateway Fund Class Y Shares (GTEYX) have volatilities of 3.05% and 2.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHIIX | GTEYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 2.99% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 4.13% | 5.86% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.09% | 12.50% | -2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.63% | 9.56% | -0.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.58% | 8.87% | -0.29% |