Natixis Oakmark A (NEFOX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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As of 08:06AM EDT. Market open.
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return5.53%
5-Year Average Return14.03%
Number of Years Up61
Number of Years Down23
Best 1 Yr Total Return (Apr 29, 2024)44.03%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return44.03%
Worst 3-Yr Total Return7.53%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnNEFOXCategory
YTD10.54%17.52%
1-Month6.21%-0.87%
3-Month10.54%5.51%
1-Year34.12%42.88%
3-Year13.36%11.93%
5-Year16.38%12.07%
10-Year12.04%10.95%
Last Bull Market62.09%23.18%
Last Bear Market-17.68%-17.87%
Annual Total Return (%) History
YearNEFOXCategory
2024N/AN/A
202330.96%N/A
2022-13.30%N/A
202133.97%N/A
202013.01%2.91%
201926.77%25.04%
2018-13.01%-8.53%
201720.75%15.94%
201618.37%14.81%
2015-4.41%-4.05%
201410.43%10.21%
201337.82%31.21%
201217.03%14.57%
2011-1.56%-0.75%
201013.08%13.66%
200944.03%24.13%
2008-40.45%-37.09%
2007-2.94%1.42%
200616.50%18.15%
2005-0.19%5.95%
20049.14%12.97%
200330.04%28.44%
2002-20.10%-18.69%
2001-14.50%-4.99%
2000-7.31%7.87%
19999.38%6.72%
199824.00%12.00%
199733.43%26.61%
199617.20%20.08%
199535.12%32.39%
19940.99%-0.70%
19937.95%13.61%
19929.28%10.21%
199130.61%28.60%
1990-4.29%-6.22%
198927.88%23.21%
19889.76%17.28%
19870.19%0.66%
198612.05%16.12%
198531.34%28.53%
1984-1.14%6.00%
19839.65%23.98%
198225.26%24.89%
1981-18.60%3.04%
198044.61%28.01%
197918.61%23.70%
197811.39%9.71%
1977-7.64%-0.05%
197621.64%30.35%
197534.56%36.96%
1974-19.16%-19.76%
1973-10.69%-15.13%
197211.98%11.73%
19718.06%14.78%
19703.87%1.24%
1969-14.00%-13.26%
19681.22%15.30%
196720.56%26.22%
1966-17.58%-7.39%
19655.35%16.15%
19649.12%13.04%
196313.53%16.61%
1962-18.79%-11.50%
196116.50%22.07%
1960-4.55%4.44%
19594.40%10.57%
195833.76%37.21%
1957-19.51%-8.94%
19563.73%8.36%
195516.21%17.03%
195454.50%42.78%
1953-7.05%-1.56%
19526.64%11.21%
195118.43%14.58%
195024.81%20.48%
194915.35%12.22%
1948N/A-3.25%
1946N/A-13.52%
1945173.81%69.59%
194469.72%39.54%
194367.80%42.69%
194243.39%19.92%
194111.08%-4.68%
1940-9.77%0.56%
1939N/AN/A
1937N/AN/A
193634.05%N/A
1935110.23%50.72%
193418.92%18.92%
1933N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202410.54%N/AN/AN/A
20237.94%8.81%-1.11%12.75%
2022-2.24%-17.68%-2.30%10.26%
202115.43%8.95%1.79%4.66%
2020-29.76%22.75%5.95%23.71%
201912.81%3.28%-2.27%11.33%
2018-1.17%2.06%4.08%-17.14%
20174.02%3.78%5.67%5.84%
2016-0.75%1.24%8.79%8.29%
2015-0.64%0.19%-8.48%4.91%
20141.40%5.08%0.09%3.55%
20139.01%6.04%7.37%11.05%
201215.73%-6.61%4.41%3.71%
20116.00%-0.57%-16.61%12.01%
20107.39%-14.65%11.02%11.12%
2009-9.58%24.17%21.24%5.81%
2008-9.23%-6.33%-4.01%-27.03%
2007-1.29%7.49%-2.62%-6.05%
20062.78%-1.80%7.08%7.79%
2005-3.52%-0.35%1.25%2.54%
20041.55%1.53%-3.17%9.32%
2003-4.35%20.20%0.18%12.90%
2002-0.59%-9.04%-16.98%6.44%
2001-11.17%4.65%-17.00%10.81%
2000-0.98%-3.43%1.21%-4.24%
19991.75%8.75%-8.15%7.62%
199814.79%3.29%-12.27%19.21%
19971.65%17.50%9.65%1.89%
19964.20%-0.31%2.29%10.30%
19958.82%8.88%9.04%4.58%
1994-3.65%0.50%4.78%-0.46%
19933.85%0.08%2.39%1.43%
1992-0.94%1.90%2.80%5.31%
199114.70%0.36%4.90%8.16%
1990-2.39%5.04%-13.59%8.04%
19895.88%8.27%9.49%1.88%
19884.28%3.68%-0.66%2.20%
198717.03%1.19%5.49%-19.80%
198614.78%3.06%-9.75%4.96%
19858.90%8.39%-5.52%17.79%
1984-7.29%-2.74%7.58%1.91%
198311.90%6.88%-6.78%-1.65%
1982-9.36%2.12%13.24%19.51%
1981-5.54%-9.16%-12.23%8.07%
1980-1.03%10.72%16.21%13.56%
19792.58%3.17%6.95%4.79%
1978-5.51%11.68%6.53%-0.91%
1977-8.07%4.31%-2.97%-0.74%
197612.85%4.58%2.23%0.82%
197517.99%16.27%-8.67%7.39%
1974-1.73%-7.36%-17.97%8.25%
1973-2.62%-5.01%4.03%-7.19%
19723.54%-0.28%2.89%5.42%
19718.78%-1.09%-3.02%3.55%
1970-1.16%-17.39%15.04%10.58%
1969-3.55%-8.55%-3.87%1.42%
1968-9.35%8.73%0.58%2.10%
196714.66%-3.10%6.09%2.28%
1966-2.79%-9.71%-12.38%7.16%
19651.20%-7.14%7.13%4.64%
19646.41%-1.70%4.08%0.23%
19635.41%1.42%2.53%3.57%
1962-3.18%-26.29%1.38%12.25%
196111.39%-3.65%1.56%6.88%
1960-7.67%1.37%-5.76%8.21%
19590.79%1.83%-4.46%6.46%
19585.06%5.04%10.13%10.07%
1957-4.83%1.69%-11.55%-5.97%
19566.29%-4.07%-3.18%5.07%
19553.08%6.64%0.10%5.60%
195411.11%9.68%8.10%17.27%
1953-4.10%-6.84%-3.49%7.79%
19526.47%0.99%-7.97%7.77%
19511.66%0.00%15.27%1.06%
19506.98%0.97%9.81%5.23%
19495.07%-3.97%9.31%4.59%
1948-1.25%-5.49%N/AN/A
19462.72%18.79%N/AN/A
194515.23%63.36%N/AN/A
194424.49%9.45%-2.34%27.54%
194322.98%17.76%11.28%4.12%
194219.03%-7.60%10.76%17.71%
19411.55%-1.27%11.83%-0.92%
19409.30%-17.02%1.03%-1.52%
1939-3.82%16.63%-8.51%N/A
193720.16%N/AN/AN/A
193620.54%-13.45%19.79%7.27%
1935-18.18%33.33%32.92%44.98%
1934-6.52%2.33%N/AN/A
1933-19.57%N/AN/AN/A
Rank In Category (By Total Return)
YTD22
1-Month15
3-Month22
1-Year2
3-Year3
5-Year1
Load Adjusted Returns
1-Year26.40%
3-Year11.14%
5-Year15.01%
10-Year11.38%
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