Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIONX (Natixis Oakmark International Fund Class) | 0.81% | 12.67% | 10.02% | 3.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIONX (Natixis Oakmark International Fund Class) | 05/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 12.67 | 10.02 | 3.23 | NA | NA | NA | … | … | 0.81 | 32.91 | -4.83 | 19.29 | -15.62 | 9.01 | 4.45 | 24.75 | -23.94 | 12.48 |
| Sharpe Ratio | NA | 0.68 | 0.41 | 0.06 | NA | NA | NA | … | … | -0.04 | 1.66 | -0.58 | 0.95 | -0.59 | 0.55 | 0.10 | 1.46 | -1.54 | 2.26 |
| Standard Deviation(%) | NA | 15.78 | 16.60 | 19.73 | NA | NA | NA | … | … | 18.59 | 18.16 | 14.58 | 16.68 | 28.91 | 16.38 | 43.86 | 15.95 | 16.46 | 8.21 |
| Draw Down(%) | NA | 14.25 | 18.68 | 38.00 | NA | NA | NA | … | … | 14.25 | 17.06 | 11.51 | 18.68 | 36.02 | 13.72 | 47.19 | 14.48 | 32.48 | 2.99 |
| Yield(%) | 0.00 | 3.68 | 3.12 | 2.22 | 2.29 | 1.53 | 1.14 | … | … | 0.00 | 4.43 | 3.10 | 2.33 | 1.73 | 1.99 | 0.53 | 4.24 | 3.73 | 1.51 |
Data as of 06/04/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIONX (Natixis Oakmark International Fund Class) |
-9.62%
Oct 2017 – Oct 2020 |
-5.46%
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 |
|---|---|---|---|---|
| NIONX (Natixis Oakmark International Fund Class) |
21.54%
Mar 2020 – Mar 2023 |
13.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart