Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEFSX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS A) | -5.85% | 6.80% | 16.64% | 4.49% | 9.80% | 10.79% | 9.42% | … | … |
Data as of 06/03/2026, Common starting date is 12/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEFSX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS A) | 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 (%) | -0.36 | 6.80 | 16.64 | 4.49 | 9.80 | 10.79 | 9.42 | … | … | -5.85 | 17.61 | 25.27 | 37.14 | -32.65 | 10.45 | 6.87 | 31.08 | -7.22 | 27.04 | 11.84 | 5.91 | 13.21 | 35.81 | 17.73 | -2.79 | 22.23 | 36.41 | -40.06 | 13.69 | 13.68 | 7.57 | 12.88 | 33.74 | -21.54 | -9.41 | -16.93 | 46.37 | 19.31 | 20.17 | 18.98 | 26.64 | 1.20 |
| Sharpe Ratio | NA | 0.47 | 0.92 | 0.12 | 0.40 | NA | NA | … | … | -0.93 | 0.75 | 1.59 | 2.07 | -1.11 | 0.62 | 0.18 | 2.02 | -0.47 | 3.52 | 0.78 | 0.38 | 1.05 | 2.77 | 1.19 | -0.11 | 1.08 | 1.23 | -1.02 | 0.62 | 0.82 | 0.45 | 0.95 | 1.96 | -0.97 | -0.59 | -0.75 | 2.20 | 0.80 | 1.11 | 1.23 | 1.96 | 14.14 |
| Standard Deviation(%) | NA | 12.88 | 16.05 | 20.23 | 20.39 | NA | NA | … | … | 14.48 | 19.73 | 13.65 | 16.35 | 30.77 | 16.72 | 35.86 | 14.66 | 18.52 | 7.52 | 14.86 | 15.56 | 12.60 | 12.93 | 14.96 | 26.88 | 20.49 | 29.63 | 40.00 | 16.94 | 12.57 | 11.83 | 12.52 | 16.83 | 23.29 | 20.45 | 28.02 | 19.58 | 19.72 | 14.85 | 12.34 | 11.57 | 7.55 |
| Draw Down(%) | NA | 12.06 | 19.58 | 41.11 | 41.11 | NA | NA | … | … | 12.06 | 19.58 | 8.31 | 12.65 | 35.10 | 10.66 | 32.27 | 9.04 | 20.74 | 2.44 | 13.30 | 11.41 | 7.86 | 6.11 | 11.49 | 23.24 | 17.16 | 24.27 | 50.81 | 11.26 | 11.46 | 7.84 | 11.24 | 12.34 | 32.90 | 28.08 | 33.00 | 11.11 | 25.65 | 9.58 | 13.61 | 11.01 | 0.30 |
| Yield(%) | 0.00 | 4.08 | 8.18 | 3.89 | 6.30 | 8.65 | 8.35 | … | … | 0.00 | 6.55 | 7.59 | 10.27 | 0.08 | 0.00 | 0.00 | 12.72 | 9.28 | 4.29 | 2.10 | 5.14 | 30.55 | 9.54 | 5.87 | 3.45 | 0.47 | 0.00 | 1.64 | 1.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.38 | 0.04 | 12.29 | 21.57 | 7.58 | 19.99 | 10.14 | 0.00 | 0.36 |
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 |
|---|---|---|---|---|
| NEFSX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS A) |
-19.92%
Feb 2000 – Feb 2003 |
-4.99%
Feb 2004 – Feb 2009 |
-0.98%
Feb 2000 – Feb 2010 |
4.84%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEFSX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS A) |
33.52%
Mar 1997 – Mar 2000 |
27.76%
Feb 1995 – Feb 2000 |
18.56%
Feb 2009 – Feb 2019 |
14.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart