Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NESNX (Natixis U.S. Equity Opportunities Fund C) | 10.09% | 22.38% | 25.12% | 17.04% | NA | NA | NA | 15.95% |
Data as of 07/18/2025, AR inception is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NESNX (Natixis U.S. Equity Opportunities Fund C) | 05/02/2017 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 22.38 | 25.12 | 17.04 | NA | NA | NA | 15.95 | 10.09 | 25.63 | 37.54 | -20.89 | 23.59 | 22.51 | 31.48 | -6.31 | 16.41 |
| Sharpe Ratio | NA | 0.92 | 1.12 | 0.77 | NA | NA | NA | 0.66 | 0.67 | 1.61 | 2.09 | -0.80 | 1.57 | 0.65 | 2.05 | -0.42 | 3.28 |
| Standard Deviation(%) | NA | 20.92 | 19.40 | 19.68 | NA | NA | NA | 20.83 | 24.41 | 13.65 | 16.35 | 28.17 | 14.96 | 34.25 | 14.64 | 18.53 | 7.58 |
| Draw Down(%) | NA | 19.55 | 19.55 | 29.88 | NA | NA | NA | 32.23 | 19.55 | 8.28 | 12.60 | 28.17 | 8.31 | 32.23 | 9.00 | 20.63 | 2.42 |
| Yield(%) | 0.00 | 7.16 | 8.96 | 9.72 | 8.30 | 5.53 | 4.15 | 10.37 | 1.80 | 6.00 | 8.20 | 9.82 | 10.18 | 11.55 | 11.19 | 8.32 | 3.47 |
Data as of 07/18/2025, AR inception is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESNX (Natixis U.S. Equity Opportunities Fund C) |
6.20%
Dec 2019 - Dec 2022 |
7.55%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESNX (Natixis U.S. Equity Opportunities Fund C) |
25.80%
Dec 2018 - Dec 2021 |
20.23%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart