New Zealand markets open in 16 minutes

Natixis US Equity Opportunities Y (NESYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
54.62+0.22 (+0.40%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.54%
5-year average return14.61%
Number of years up22
Number of years down7
Best 1-yr total return (2 Jul 2024)37.35%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return37.35%
Worst 3-yr total return6.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESYXCategory
YTD11.16%5.31%
1-month3.29%-4.19%
3-month0.18%3.90%
1-year22.91%20.31%
3-year7.86%6.48%
5-year14.73%11.78%
10-year13.51%10.96%
Last bull market29.99%25.56%
Last bear market-20.63%-15.11%

Annual total return (%) history

Year
NESYXCategory
2024
N/AN/A
2023
37.35%22.32%
2022
-20.95%-16.96%
2021
23.47%26.07%
2020
22.36%15.83%
2019
31.36%28.78%
2018
-6.24%-6.27%
2017
26.61%20.44%
2016
12.13%10.37%
2015
6.11%-1.07%
2014
13.25%10.96%
2013
36.06%31.50%
2012
18.15%14.96%
2011
-2.56%-1.27%
2010
22.21%14.01%
2009
36.71%28.17%
2008
-39.89%-37.79%
2007
14.02%6.16%
2006
14.20%14.17%
2005
8.02%5.88%
2004
13.52%10.02%
2003
34.51%27.05%
2002
-21.33%-22.25%
2001
-8.90%-13.50%
2000
-16.61%-6.31%
1999
46.99%20.16%
1998
19.43%22.39%
1997
20.50%28.37%
1996
19.62%20.76%
1995
34.68%32.35%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%0.18%N/AN/A
202312.63%10.29%-2.17%13.02%
2022-5.09%-20.63%-3.20%8.41%
20218.82%9.15%-0.09%4.05%
2020-19.72%22.61%7.74%15.39%
201914.73%5.01%-2.36%11.68%
20180.73%3.39%5.46%-14.64%
20176.10%6.77%5.68%5.76%
2016-0.79%2.22%9.09%1.35%
20152.37%0.61%-5.38%8.87%
20143.19%4.51%0.80%4.17%
201311.02%2.43%9.17%9.59%
201214.77%-5.02%5.28%2.94%
20117.60%-0.17%-17.58%10.07%
20106.38%-11.06%14.10%13.21%
2009-6.14%15.83%17.90%6.66%
2008-12.01%2.65%-12.30%-24.13%
20073.76%7.41%2.06%0.25%
20067.66%-2.60%1.51%7.28%
2005-2.57%2.49%5.41%2.64%
20043.61%2.21%-3.73%11.35%
2003-2.62%17.48%5.05%11.92%
20022.12%-11.57%-17.18%5.19%
2001-13.69%9.38%-15.85%14.66%
20009.85%-13.58%2.05%-13.92%
19997.92%7.52%-3.18%30.84%
199812.38%1.55%-13.15%20.50%
1997-3.22%14.26%10.12%-1.04%
19966.90%5.51%2.54%3.44%
19955.66%9.14%13.03%3.33%

Rank in category (by total return)

YTD70
1-month37
3-month80
1-year51
3-year62
5-year28

Load adjusted returns

1-year22.91%
3-year7.86%
5-year14.73%
10-year13.51%