Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NECCX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS C) | -19.79% | -9.39% | 10.15% | -4.25% | 3.42% | 6.20% | 5.80% | … | … |
Data as of 06/03/2026, Common starting date is 12/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NECCX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS C) | 12/23/1994 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.37 | -9.39 | 10.15 | -4.25 | 3.42 | 6.20 | 5.80 | … | … | -19.79 | 17.38 | 24.45 | 36.33 | -44.45 | -0.32 | -3.36 | 30.14 | -8.04 | 26.13 | 10.99 | 5.12 | 12.49 | 34.76 | 16.90 | -3.53 | 21.29 | 35.41 | -40.53 | 12.82 | 12.87 | 6.75 | 12.00 | 32.63 | -22.44 | -10.07 | -17.53 | 45.31 | 18.45 | 19.24 | 18.10 | 25.68 | 1.18 |
| Sharpe Ratio | NA | -0.45 | 0.42 | -0.26 | 0.08 | NA | NA | … | … | -1.27 | 0.73 | 1.52 | 2.01 | -1.17 | -0.02 | -0.09 | 1.96 | -0.51 | 3.40 | 0.73 | 0.33 | 0.99 | 2.69 | 1.13 | -0.13 | 1.04 | 1.19 | -1.03 | 0.57 | 0.76 | 0.38 | 0.88 | 1.90 | -1.01 | -0.62 | -0.78 | 2.14 | 0.76 | 1.05 | 1.15 | 1.87 | 14.91 |
| Standard Deviation(%) | NA | 23.07 | 19.60 | 25.09 | 23.47 | NA | NA | … | … | 33.26 | 20.00 | 13.68 | 16.37 | 39.19 | 20.92 | 38.85 | 14.63 | 18.53 | 7.52 | 14.84 | 15.55 | 12.59 | 12.92 | 14.99 | 26.86 | 20.48 | 29.59 | 39.99 | 16.97 | 12.53 | 11.84 | 12.46 | 16.77 | 23.29 | 20.49 | 28.03 | 19.58 | 19.70 | 14.82 | 12.40 | 11.61 | 7.05 |
| Draw Down(%) | NA | 25.00 | 25.00 | 54.54 | 54.54 | NA | NA | … | … | 25.00 | 19.65 | 8.32 | 12.83 | 46.43 | 16.40 | 32.32 | 9.06 | 21.02 | 2.49 | 13.39 | 11.46 | 7.92 | 6.18 | 11.61 | 23.36 | 17.29 | 24.30 | 51.13 | 11.30 | 11.56 | 7.95 | 10.96 | 12.64 | 33.38 | 28.47 | 33.38 | 11.20 | 25.76 | 9.75 | 13.71 | 11.07 | 0.30 |
| Yield(%) | 0.00 | 13.31 | 19.52 | 7.07 | 8.58 | 9.94 | 9.22 | … | … | 0.00 | 20.09 | 20.34 | 24.29 | 0.00 | 0.00 | 0.00 | 18.52 | 13.12 | 5.77 | 2.44 | 6.96 | 37.52 | 11.43 | 6.59 | 4.02 | 0.26 | 0.00 | 1.87 | 1.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 13.00 | 22.45 | 7.81 | 20.34 | 10.22 | 0.00 | 0.11 |
Data as of 06/03/2026, Common starting date is 12/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECCX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS C) |
-20.67%
Feb 2000 – Feb 2003 |
-8.53%
Dec 2017 – Dec 2022 |
-1.77%
Feb 2000 – Feb 2010 |
3.07%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECCX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS C) |
32.53%
Mar 1997 – Mar 2000 |
26.82%
Feb 1995 – Feb 2000 |
17.66%
Feb 2009 – Feb 2019 |
12.00%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart