Nasdaq - Delayed Quote USD

Natixis US Equity Opportunities Y (NESYX)

58.13 +0.53 (+0.92%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 18.68%
5y Average Return 16.49%
Number of Years Up 22
Number of Years Down 7
Best 1Y Total Return (Oct 15, 2024) 37.35%
Worst 1Y Total Return (Oct 15, 2024) --
Best 3Y Total Return 37.35%
Worst 3Y Total Return 6.10%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NESYX
Category
YTD
17.22%
5.31%
1-Month
1.66%
-4.19%
3-Month
5.45%
3.90%
1-Year
32.47%
20.31%
3-Year
9.82%
6.48%
5-Year
16.51%
11.78%
10-Year
14.03%
10.96%
Last Bull Market
29.99%
25.56%
Last Bear Market
-20.63%
-15.11%

Annual Total Return (%) History

Year
NESYX
Category
2024
--
--
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
2024 10.96% 0.18% 5.45% --
2023 12.63% 10.29% -2.17% 13.02%
2022 -5.09% -20.63% -3.20% 8.41%
2021 8.82% 9.15% -0.09% 4.05%
2020 -19.72% 22.61% 7.74% 15.39%
2019 14.73% 5.01% -2.36% 11.68%
2018 0.73% 3.39% 5.46% -14.64%
2017 6.10% 6.77% 5.68% 5.76%
2016 -0.79% 2.22% 9.09% 1.35%
2015 2.37% 0.61% -5.38% 8.87%

2014 3.19% 4.51% 0.80% 4.17%
2013 11.02% 2.43% 9.17% 9.59%
2012 14.77% -5.02% 5.28% 2.94%
2011 7.60% -0.17% -17.58% 10.07%
2010 6.38% -11.06% 14.10% 13.21%
2009 -6.14% 15.83% 17.90% 6.66%
2008 -12.01% 2.65% -12.30% -24.13%
2007 3.76% 7.41% 2.06% 0.25%
2006 7.66% -2.60% 1.51% 7.28%
2005 -2.57% 2.49% 5.41% 2.64%
2004 3.61% 2.21% -3.73% 11.35%
2003 -2.62% 17.48% 5.05% 11.92%
2002 2.12% -11.57% -17.18% 5.19%
2001 -13.69% 9.38% -15.85% 14.66%
2000 9.85% -13.58% 2.05% -13.92%
1999 7.92% 7.52% -3.18% 30.84%
1998 12.38% 1.55% -13.15% 20.50%
1997 -3.22% 14.26% 10.12% -1.04%
1996 6.90% 5.51% 2.54% 3.44%
1995 5.66% 9.14% 13.03% 3.33%

Rank in Category (By Total Return)

YTD 73
1-Month 67
3-Month 66
1-Year 62
3-Year 65
5-Year 12

Load Adjusted Returns

1-Year 32.47%
3-Year 9.82%
5-Year 16.51%
10-Year 14.03%

Performance & Risk

YTD Return 18.68%
5y Average Return 16.49%
Rank in Category (ytd) 73
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Natixis Funds
Net Assets 1.08B
YTD Return 17.22%
Yield 0.21%
Morningstar Rating
Inception Date May 01, 2017

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity securities. Equity securities may include common stocks and preferred stocks. Under normal market conditions, it will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in securities of U.S. issuers. The fund's approach to equity investing combines the styles of two subadvisers in selecting securities for each of the fund's segments.

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