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Natixis US Equity Opportunities A (NEFSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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38.80-0.34 (-0.87%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.65%
5-Year Average Return13.28%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Apr 24, 2024)37.01%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return37.01%
Worst 3-Yr Total Return5.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNEFSXCategory
YTD10.89%14.84%
1-Month3.80%1.65%
3-Month10.89%7.55%
1-Year34.99%40.47%
3-Year10.71%16.77%
5-Year15.53%16.15%
10-Year13.71%13.21%
Last Bull Market44.53%24.09%
Last Bear Market-20.69%-17.61%

Annual Total Return (%) History

Year
NEFSXCategory
2024
N/AN/A
2023
37.01%N/A
2022
-21.15%N/A
2021
23.14%N/A
2020
22.09%15.83%
2019
31.03%28.78%
2018
-6.48%-6.27%
2017
26.28%20.44%
2016
11.86%10.37%
2015
5.86%-1.07%
2014
12.94%10.96%
2013
35.75%31.50%
2012
17.79%14.96%
2011
-2.79%-1.27%
2010
21.90%14.01%
2009
36.41%28.17%
2008
-40.05%-37.79%
2007
13.69%6.16%
2006
13.68%14.17%
2005
7.57%5.88%
2004
12.88%10.02%
2003
33.63%27.05%
2002
-21.82%-22.25%
2001
-9.41%-13.50%
2000
-16.93%-6.31%
1999
46.44%20.16%
1998
19.25%22.39%
1997
20.17%28.37%
1996
18.98%20.76%
1995
34.36%32.35%
1994
N/A-0.93%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.89%N/AN/AN/A
202312.55%10.26%-2.25%12.95%
2022-5.15%-20.69%-3.24%8.33%
20218.71%9.10%-0.16%3.99%
2020-19.76%22.53%7.65%15.36%
201914.65%4.95%-2.43%11.61%
20180.68%3.32%5.40%-14.70%
20176.01%6.72%5.60%5.71%
2016-0.87%2.18%9.03%1.29%
20152.34%0.55%-5.46%8.81%
20143.14%4.43%0.74%4.08%
201310.97%2.38%9.09%9.54%
201214.69%-5.11%5.23%2.86%
20117.55%-0.26%-17.63%10.01%
20106.33%-11.14%14.02%13.15%
2009-6.13%15.67%17.80%6.65%
2008-12.07%2.58%-12.32%-24.20%
20073.71%7.28%1.96%0.22%
20067.59%-2.67%1.42%7.05%
2005-2.61%2.30%5.35%2.49%
20043.49%2.04%-3.88%11.21%
2003-2.90%17.32%4.87%11.85%
20022.01%-11.71%-17.32%4.98%
2001-13.78%9.30%-15.96%14.39%
20009.76%-13.65%1.97%-14.04%
19997.69%7.47%-3.23%30.76%
199812.33%1.47%-13.19%20.53%
1997-3.25%14.10%10.02%-1.06%
19966.85%5.41%2.21%3.35%
19955.66%9.00%12.91%3.32%
1994-0.17%N/AN/AN/A

Rank In Category (By Total Return)

YTD32
1-Month25
3-Month32
1-Year7
3-Year39
5-Year13

Load Adjusted Returns

1-Year27.23%
3-Year8.55%
5-Year14.17%
10-Year13.04%