Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOIYX (Natixis Oakmark Intl Fund Class Y) | 0.75% | 12.55% | 9.97% | 3.18% | 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 |
|---|---|---|
| NOIYX (Natixis Oakmark Intl Fund Class Y) | 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 | 12.55 | 9.97 | 3.18 | NA | NA | NA | … | … | 0.75 | 32.95 | -4.91 | 19.25 | -15.68 | 8.97 | 4.32 | 24.64 | -25.42 | 12.31 |
| Sharpe Ratio | NA | 0.67 | 0.41 | 0.05 | NA | NA | NA | … | … | -0.04 | 1.67 | -0.58 | 0.94 | -0.59 | 0.55 | 0.09 | 1.46 | -1.60 | 2.20 |
| Standard Deviation(%) | NA | 15.77 | 16.61 | 19.74 | NA | NA | NA | … | … | 18.62 | 18.11 | 14.64 | 16.72 | 28.90 | 16.37 | 43.94 | 15.92 | 16.77 | 8.32 |
| Draw Down(%) | NA | 14.31 | 18.69 | 38.01 | NA | NA | NA | … | … | 14.31 | 17.01 | 11.52 | 18.69 | 36.05 | 13.74 | 47.26 | 14.49 | 33.86 | 3.00 |
| Yield(%) | 0.00 | 3.63 | 3.06 | 2.17 | 2.07 | 1.38 | 1.04 | … | … | 0.00 | 4.37 | 3.03 | 2.27 | 1.68 | 1.94 | 0.48 | 4.13 | 2.21 | 1.48 |
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 |
|---|---|---|---|---|
| NOIYX (Natixis Oakmark Intl Fund Class Y) |
-10.29%
Oct 2017 – Oct 2020 |
-5.89%
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 |
|---|---|---|---|---|
| NOIYX (Natixis Oakmark Intl Fund Class Y) |
21.45%
Mar 2020 – Mar 2023 |
13.91%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart