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Natixis Vaughan Nelson Select Y (VNSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.53+0.09 (+0.42%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.08%
5-year average return14.33%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)43.39%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return43.39%
Worst 3-yr total return6.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVNSYXCategory
YTD6.93%5.31%
1-month2.21%-4.19%
3-month-2.92%3.90%
1-year12.67%20.31%
3-year8.47%6.48%
5-year14.36%11.78%
10-year12.03%10.96%
Last bull market26.63%25.56%
Last bear market-15.59%-15.11%

Annual total return (%) history

Year
VNSYXCategory
2024
N/AN/A
2023
22.23%22.32%
2022
-16.65%-16.96%
2021
39.57%26.07%
2020
18.59%15.83%
2019
27.81%28.78%
2018
-4.56%-6.27%
2017
23.79%20.44%
2016
6.94%10.37%
2015
2.81%-1.07%
2014
10.76%10.96%
2013
43.39%31.50%
2012
N/A14.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.14%-2.92%N/AN/A
20239.25%6.17%-4.97%10.88%
2022-2.52%-15.59%-4.66%6.25%
20219.00%9.29%3.63%13.06%
2020-21.55%25.72%7.61%11.73%
201912.66%4.58%1.99%6.36%
20180.58%6.31%5.55%-15.44%
20177.03%4.36%5.06%5.48%
2016-0.83%1.95%4.91%0.81%
20152.29%0.95%-6.25%6.20%
20142.31%4.08%-0.98%5.04%
201312.67%5.02%8.30%11.90%
20126.10%0.29%N/AN/A

Rank in category (by total return)

YTD87
1-month65
3-month96
1-year91
3-year49
5-year38

Load adjusted returns

1-year12.67%
3-year8.47%
5-year14.36%
10-year12.03%