Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NECOX (NATIXIS OAKMARK FUND CLASS C) | -6.50% | 5.23% | 12.43% | 1.81% | 7.71% | 8.58% | 6.72% | … | … |
Data as of 06/04/2026, Common starting date is 06/22/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NECOX (NATIXIS OAKMARK FUND CLASS C) | 06/22/1995 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 5.23 | 12.43 | 1.81 | 7.71 | 8.58 | 6.72 | … | … | -6.50 | 13.91 | 14.86 | 29.99 | -28.57 | 22.59 | 1.32 | 25.83 | -14.12 | 20.52 | 17.39 | -5.04 | 9.58 | 36.88 | 16.13 | -2.28 | 12.35 | 42.91 | -40.90 | -3.68 | 15.64 | -0.99 | 8.34 | 29.08 | -20.69 | -15.10 | -8.07 | 8.53 | 23.12 | 36.91 | -3.51 | -2.54 |
| Sharpe Ratio | NA | 0.16 | 0.63 | -0.02 | 0.28 | NA | NA | … | … | -1.20 | 0.60 | 0.87 | 1.63 | -1.00 | 1.23 | 0.03 | 1.56 | -0.87 | 2.43 | 1.02 | -0.31 | 0.82 | 2.90 | 1.06 | -0.09 | 0.63 | 1.17 | -0.89 | -0.42 | 1.13 | -0.34 | 0.78 | 1.78 | -0.92 | -0.91 | -0.58 | 0.33 | 0.97 | 1.06 | -0.39 | -0.50 |
| Standard Deviation(%) | NA | 13.78 | 15.48 | 19.93 | 21.47 | NA | NA | … | … | 15.16 | 18.60 | 12.99 | 16.34 | 29.97 | 18.30 | 41.69 | 15.63 | 17.92 | 8.21 | 16.82 | 16.15 | 11.72 | 12.72 | 15.34 | 26.42 | 19.33 | 36.64 | 47.12 | 16.42 | 10.90 | 9.68 | 9.40 | 15.95 | 23.63 | 19.54 | 21.15 | 15.50 | 20.23 | 31.13 | 18.33 | 17.18 |
| Draw Down(%) | NA | 11.05 | 17.02 | 35.64 | 41.04 | NA | NA | … | … | 11.05 | 17.01 | 7.22 | 12.65 | 30.52 | 9.89 | 41.04 | 10.07 | 25.07 | 3.92 | 14.29 | 14.06 | 8.25 | 5.82 | 13.19 | 22.04 | 19.73 | 33.22 | 52.17 | 13.82 | 8.67 | 7.06 | 8.07 | 15.08 | 34.31 | 28.84 | 13.09 | 13.05 | 21.64 | 16.30 | 17.08 | 10.17 |
| Yield(%) | 0.00 | 7.31 | 8.53 | 3.97 | 5.99 | 7.52 | 6.01 | … | … | 0.00 | 9.49 | 8.82 | 5.03 | 0.22 | 0.01 | 0.00 | 11.63 | 9.28 | 4.95 | 3.88 | 3.47 | 16.22 | 4.65 | 0.17 | 0.03 | 0.20 | 0.07 | 0.19 | 0.31 | 0.26 | 0.12 | 0.00 | 0.00 | 0.00 | 0.00 | 3.08 | 16.32 | 13.77 | 21.56 | 0.24 | 0.42 |
Data as of 06/04/2026, Common starting date is 06/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECOX (NATIXIS OAKMARK FUND CLASS C) |
-19.62%
Feb 2006 – Feb 2009 |
-11.34%
Feb 2004 – Feb 2009 |
-6.93%
Feb 1999 – Feb 2009 |
1.35%
Aug 1995 – Aug 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NECOX (NATIXIS OAKMARK FUND CLASS C) |
30.22%
Feb 2009 – Feb 2012 |
25.54%
Feb 2009 – Feb 2014 |
16.18%
Feb 2009 – Feb 2019 |
12.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart