Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFOX (NATIXIS OAKMARK FUND CLASS A) | -4.76% | 7.67% | 13.88% | 4.07% | 9.46% | 10.03% | 8.00% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFOX (NATIXIS OAKMARK FUND CLASS A) | 06/20/1996 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 7.67 | 13.88 | 4.07 | 9.46 | 10.03 | 8.00 | … | … | -4.76 | 14.77 | 15.75 | 30.97 | -25.17 | 25.37 | 3.84 | 26.77 | -13.47 | 21.39 | 18.31 | -4.38 | 10.46 | 37.83 | 17.03 | -1.57 | 13.41 | 44.02 | -40.45 | -2.93 | 16.58 | -0.26 | 9.14 | 30.04 | -19.28 | -14.50 | -7.37 | 9.36 | 24.19 | 33.34 | 14.34 |
| Sharpe Ratio | NA | 0.36 | 0.73 | 0.09 | 0.37 | NA | NA | … | … | -1.00 | 0.64 | 0.93 | 1.68 | -0.94 | 1.43 | 0.09 | 1.61 | -0.83 | 2.54 | 1.08 | -0.27 | 0.89 | 2.97 | 1.12 | -0.06 | 0.69 | 1.20 | -0.88 | -0.37 | 1.21 | -0.26 | 0.86 | 1.85 | -0.87 | -0.88 | -0.55 | 0.39 | 1.02 | 1.82 | 2.28 |
| Standard Deviation(%) | NA | 13.31 | 15.37 | 19.29 | 21.11 | NA | NA | … | … | 14.17 | 18.61 | 13.00 | 16.39 | 28.37 | 17.70 | 41.36 | 15.69 | 17.90 | 8.18 | 16.81 | 16.15 | 11.69 | 12.73 | 15.34 | 26.41 | 19.39 | 36.61 | 47.13 | 16.48 | 10.90 | 9.73 | 9.47 | 15.87 | 23.57 | 19.61 | 21.16 | 15.55 | 20.22 | 16.18 | 10.99 |
| Draw Down(%) | NA | 9.39 | 16.86 | 31.51 | 41.01 | NA | NA | … | … | 9.39 | 16.86 | 7.18 | 12.64 | 27.25 | 8.48 | 41.01 | 10.01 | 24.55 | 3.85 | 14.16 | 13.82 | 8.23 | 5.79 | 13.07 | 21.77 | 19.40 | 33.15 | 51.90 | 13.65 | 8.51 | 6.81 | 7.73 | 14.93 | 33.56 | 28.64 | 12.87 | 12.91 | 21.45 | 10.51 | 7.68 |
| Yield(%) | 0.00 | 5.96 | 7.25 | 3.73 | 5.94 | 7.67 | 6.33 | … | … | 0.00 | 7.64 | 7.40 | 4.57 | 0.69 | 0.21 | 0.53 | 10.70 | 8.44 | 4.80 | 4.21 | 3.70 | 14.99 | 4.66 | 0.92 | 0.62 | 0.75 | 0.53 | 0.90 | 0.58 | 0.24 | 0.11 | 0.00 | 0.00 | 0.84 | 0.00 | 3.02 | 16.43 | 13.78 | 21.71 | 18.23 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFOX (NATIXIS OAKMARK FUND CLASS A) |
-19.03%
Feb 2006 – Feb 2009 |
-10.70%
Feb 2004 – Feb 2009 |
-6.14%
Feb 1999 – Feb 2009 |
2.65%
Mar 1998 – Mar 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFOX (NATIXIS OAKMARK FUND CLASS A) |
31.34%
Feb 2009 – Feb 2012 |
26.55%
Feb 2009 – Feb 2014 |
17.09%
Feb 2009 – Feb 2019 |
14.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart