Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEOYX (NATIXIS OAKMARK FUND CLASS Y) | -4.19% | 8.42% | 14.36% | 4.66% | 10.00% | 10.49% | 8.41% | … | … |
Data as of 06/04/2026, Common starting date is 12/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEOYX (NATIXIS OAKMARK FUND CLASS Y) | 12/22/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 8.42 | 14.36 | 4.66 | 10.00 | 10.49 | 8.41 | … | … | -4.19 | 15.06 | 16.07 | 31.29 | -24.22 | 26.24 | 4.60 | 27.06 | -13.23 | 21.70 | 18.69 | -4.18 | 10.71 | 38.21 | 17.32 | -1.39 | 13.56 | 44.39 | -40.18 | -2.59 | 16.98 | 0.17 | 9.57 | 30.63 | -19.53 | -14.05 | -6.90 | 9.77 | 2.35 |
| Sharpe Ratio | NA | 0.41 | 0.76 | 0.13 | 0.40 | NA | NA | … | … | -0.94 | 0.66 | 0.96 | 1.70 | -0.92 | 1.49 | 0.10 | 1.64 | -0.82 | 2.59 | 1.10 | -0.26 | 0.91 | 3.00 | 1.14 | -0.05 | 0.69 | 1.21 | -0.87 | -0.35 | 1.25 | -0.22 | 0.91 | 1.88 | -0.88 | -0.86 | -0.53 | 0.41 | 14.77 |
| Standard Deviation(%) | NA | 13.25 | 15.34 | 19.15 | 21.03 | NA | NA | … | … | 14.00 | 18.61 | 13.01 | 16.37 | 28.01 | 17.55 | 41.28 | 15.63 | 17.91 | 8.16 | 16.80 | 16.18 | 11.71 | 12.72 | 15.31 | 26.38 | 19.40 | 36.66 | 47.11 | 16.43 | 10.91 | 9.69 | 9.41 | 15.93 | 23.56 | 19.57 | 21.09 | 15.77 | 10.96 |
| Draw Down(%) | NA | 8.95 | 16.83 | 30.33 | 40.97 | NA | NA | … | … | 8.95 | 16.83 | 7.15 | 12.58 | 26.33 | 8.08 | 40.97 | 9.98 | 24.40 | 3.76 | 14.13 | 13.75 | 8.19 | 5.74 | 13.00 | 21.73 | 19.47 | 33.13 | 51.71 | 13.52 | 8.47 | 6.77 | 7.70 | 14.53 | 33.63 | 28.54 | 12.75 | 12.85 | 0.30 |
| Yield(%) | 0.00 | 5.69 | 6.98 | 3.71 | 6.00 | 7.80 | 6.50 | … | … | 0.00 | 7.25 | 7.07 | 4.50 | 0.83 | 0.51 | 0.72 | 10.42 | 8.31 | 4.85 | 4.30 | 3.80 | 14.70 | 4.80 | 1.17 | 0.85 | 0.77 | 0.79 | 1.26 | 0.93 | 0.24 | 0.31 | 0.00 | 0.00 | 0.00 | 0.00 | 3.01 | 16.57 | 0.13 |
Data as of 06/04/2026, Common starting date is 12/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOYX (NATIXIS OAKMARK FUND CLASS Y) |
-18.71%
Feb 2006 – Feb 2009 |
-10.35%
Feb 2004 – Feb 2009 |
-5.81%
Feb 1999 – Feb 2009 |
3.55%
Jan 1999 – Jan 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOYX (NATIXIS OAKMARK FUND CLASS Y) |
31.58%
Feb 2009 – Feb 2012 |
26.82%
Feb 2009 – Feb 2014 |
17.36%
Feb 2009 – Feb 2019 |
14.46%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart