Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NOIAX (NATIXIS OAKMARK INTERNATIONAL FUND CLASS A) | 27.21% | 23.22% | 13.86% | 10.97% | 5.08% | NA | NA | 6.11% |
Data as of 07/25/2025, AR inception is 12/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOIAX (NATIXIS OAKMARK INTERNATIONAL FUND CLASS A) | 12/16/2010 | 07/25/2025 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.38 | 23.22 | 13.86 | 10.97 | 5.08 | NA | NA | 6.11 | 27.21 | -7.75 | 18.94 | -15.88 | 8.72 | 4.06 | 24.35 | -24.15 | 29.57 | 8.18 | -5.35 | -6.06 | 28.13 | 28.78 | -14.56 | 1.40 |
| Sharpe Ratio | NA | 1.04 | 0.55 | 0.44 | 0.16 | NA | NA | 0.23 | 2.38 | -0.96 | 0.89 | -0.60 | 0.53 | 0.09 | 1.44 | -1.56 | 3.17 | 0.35 | -0.32 | -0.52 | 2.08 | 1.50 | -0.54 | 6.13 |
| Standard Deviation(%) | NA | 19.33 | 19.10 | 20.68 | 22.56 | NA | NA | 21.34 | 21.28 | 14.99 | 16.64 | 28.90 | 16.39 | 44.03 | 15.93 | 16.41 | 9.16 | 23.02 | 16.86 | 11.63 | 13.52 | 19.38 | 27.23 | 6.81 |
| Draw Down(%) | NA | 17.05 | 19.37 | 38.21 | 53.95 | NA | NA | 53.95 | 17.05 | 12.65 | 18.70 | 36.18 | 13.81 | 47.24 | 14.52 | 32.66 | 3.00 | 16.48 | 19.78 | 14.92 | 9.15 | 19.37 | 27.27 | 0.30 |
| Yield(%) | 0.00 | 2.67 | 2.35 | 2.06 | 2.11 | 2.50 | 1.87 | 2.68 | 0.00 | 2.75 | 1.98 | 1.45 | 1.66 | 0.24 | 3.64 | 3.28 | 1.32 | 2.24 | 2.56 | 3.52 | 2.28 | 2.58 | 0.01 | 0.00 |
Data as of 07/25/2025, AR inception is 12/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOIAX (NATIXIS OAKMARK INTERNATIONAL FUND CLASS A) |
-12.00%
Mar 2017 - Mar 2020 |
-6.32%
Mar 2015 - Mar 2020 |
1.40%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOIAX (NATIXIS OAKMARK INTERNATIONAL FUND CLASS A) |
21.15%
Mar 2020 - Mar 2023 |
13.63%
Mar 2020 - Mar 2025 |
8.46%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart