Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSFEX (Natixis Sustainable Future 2025 Fund Cla) | NA | 0.68% | 4.79% | 4.34% | NA | NA | NA | … | … |
Data as of 07/29/2025, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSFEX (Natixis Sustainable Future 2025 Fund Cla) | 03/01/2017 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.35 | 0.68 | 4.79 | 4.34 | NA | NA | NA | … | … | 2.40 | 2.62 | 14.41 | -16.02 | 10.74 | 14.14 | 19.15 | -3.79 | 12.90 |
| Sharpe Ratio | NA | -0.21 | 0.13 | 0.21 | NA | NA | NA | … | … | 0.10 | -0.11 | 1.31 | -1.17 | 1.34 | 0.69 | 2.49 | -0.55 | 3.24 |
| Standard Deviation(%) | NA | 11.67 | 10.52 | 10.59 | NA | NA | NA | … | … | 12.39 | 8.86 | 8.30 | 14.91 | 8.02 | 19.93 | 7.09 | 9.37 | 4.59 |
| Draw Down(%) | NA | 15.74 | 15.74 | 23.16 | NA | NA | NA | … | … | 12.00 | 7.40 | 8.40 | 21.87 | 4.38 | 22.43 | 4.04 | 10.75 | 1.13 |
| Yield(%) | 5.12 | 7.75 | 4.36 | 6.10 | 5.30 | 3.53 | 2.65 | … | … | 5.45 | 2.78 | 2.41 | 3.38 | 8.96 | 9.11 | 6.43 | 8.84 | 1.84 |
Data as of 07/29/2025, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSFEX (Natixis Sustainable Future 2025 Fund Cla) |
-0.47%
Dec 2021 – Dec 2024 |
3.51%
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 |
|---|---|---|---|---|
| NSFEX (Natixis Sustainable Future 2025 Fund Cla) |
14.63%
Dec 2018 – Dec 2021 |
7.70%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart