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Natixis US Equity Opportunities N (NESNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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54.82+0.22 (+0.40%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.56%
5-year average return14.69%
Number of years up4
Number of years down2
Best 1-yr total return (2 Jul 2024)37.44%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return37.44%
Worst 3-yr total return6.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESNXCategory
YTD11.18%5.31%
1-month3.32%-4.19%
3-month0.20%3.90%
1-year22.98%20.31%
3-year7.93%6.48%
5-year14.81%11.78%
10-year13.50%10.96%
Last bull market30.02%25.56%
Last bear market-20.61%-15.11%

Annual total return (%) history

Year
NESNXCategory
2024
N/AN/A
2023
37.44%22.32%
2022
-20.88%-16.96%
2021
23.53%26.07%
2020
22.48%15.83%
2019
31.44%28.78%
2018
-6.11%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%0.20%N/AN/A
202312.62%10.33%-2.16%13.05%
2022-5.08%-20.61%-3.19%8.44%
20218.82%9.17%-0.07%4.06%
2020-19.70%22.67%7.72%15.43%
201914.74%5.05%-2.36%11.68%
20180.75%3.46%5.48%-14.60%
20175.73%5.81%N/AN/A

Rank in category (by total return)

YTD70
1-month36
3-month80
1-year50
3-year60
5-year27

Load adjusted returns

1-year22.98%
3-year7.93%
5-year14.81%
10-year13.50%