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Natixis Oakmark A (NEFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.32+0.03 (+0.11%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.57%
5-year average return14.72%
Number of years up61
Number of years down23
Best 1-yr total return (17 Jun 2024)44.03%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return44.03%
Worst 3-yr total return7.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEFOXCategory
YTD6.42%4.44%
1-month0.84%-4.04%
3-month2.25%4.09%
1-year27.80%14.37%
3-year8.68%6.04%
5-year16.51%9.20%
10-year11.35%8.57%
Last bull market29.01%22.97%
Last bear market-17.68%-11.27%

Annual total return (%) history

Year
NEFOXCategory
2024
N/AN/A
2023
30.96%11.63%
2022
-13.30%-5.90%
2021
33.97%26.22%
2020
13.01%2.91%
2019
26.77%25.04%
2018
-13.01%-8.53%
2017
20.75%15.94%
2016
18.37%14.81%
2015
-4.41%-4.05%
2014
10.43%10.21%
2013
37.82%31.21%
2012
17.03%14.57%
2011
-1.56%-0.75%
2010
13.08%13.66%
2009
44.03%24.13%
2008
-40.45%-37.09%
2007
-2.94%1.42%
2006
16.50%18.15%
2005
-0.19%5.95%
2004
9.14%12.97%
2003
30.04%28.44%
2002
-20.10%-18.69%
2001
-14.50%-4.99%
2000
-7.31%7.87%
1999
9.38%6.72%
1998
24.00%12.00%
1997
33.43%26.61%
1996
17.20%20.08%
1995
35.12%32.39%
1994
0.99%-0.70%
1993
7.95%N/A
1992
9.28%N/A
1991
30.61%N/A
1990
-4.29%N/A
1989
27.88%N/A
1988
9.76%N/A
1987
0.19%N/A
1986
12.05%N/A
1985
31.34%N/A
1984
-1.14%N/A
1983
9.65%N/A
1982
25.26%N/A
1981
-18.60%N/A
1980
44.61%N/A
1979
18.61%N/A
1978
11.39%N/A
1977
-7.64%N/A
1976
21.64%N/A
1975
34.56%N/A
1974
-19.16%N/A
1973
-10.69%N/A
1972
11.98%N/A
1971
8.06%N/A
1970
3.87%N/A
1969
-14.00%N/A
1968
1.22%N/A
1967
20.56%N/A
1966
-17.58%N/A
1965
5.35%N/A
1964
9.12%N/A
1963
13.53%N/A
1962
-18.79%N/A
1961
16.50%N/A
1960
-4.55%N/A
1959
4.40%N/A
1958
33.76%N/A
1957
-19.51%N/A
1956
3.73%N/A
1955
16.21%N/A
1954
54.50%N/A
1953
-7.05%N/A
1952
6.64%N/A
1951
18.43%N/A
1950
24.81%N/A
1949
15.35%N/A
1948
N/AN/A
1946
N/AN/A
1945
173.81%N/A
1944
69.72%N/A
1943
67.80%N/A
1942
43.39%N/A
1941
11.08%N/A
1940
-9.77%N/A
1939
N/AN/A
1937
N/AN/A
1936
34.05%N/A
1935
110.23%N/A
1934
18.92%N/A
1933
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.54%N/AN/AN/A
20237.94%8.81%-1.11%12.75%
2022-2.24%-17.68%-2.30%10.26%
202115.43%8.95%1.79%4.66%
2020-29.76%22.75%5.95%23.71%
201912.81%3.28%-2.27%11.33%
2018-1.17%2.06%4.08%-17.14%
20174.02%3.78%5.67%5.84%
2016-0.75%1.24%8.79%8.29%
2015-0.64%0.19%-8.48%4.91%
20141.40%5.08%0.09%3.55%
20139.01%6.04%7.37%11.05%
201215.73%-6.61%4.41%3.71%
20116.00%-0.57%-16.61%12.01%
20107.39%-14.65%11.02%11.12%
2009-9.58%24.17%21.24%5.81%
2008-9.23%-6.33%-4.01%-27.03%
2007-1.29%7.49%-2.62%-6.05%
20062.78%-1.80%7.08%7.79%
2005-3.52%-0.35%1.25%2.54%
20041.55%1.53%-3.17%9.32%
2003-4.35%20.20%0.18%12.90%
2002-0.59%-9.04%-16.98%6.44%
2001-11.17%4.65%-17.00%10.81%
2000-0.98%-3.43%1.21%-4.24%
19991.75%8.75%-8.15%7.62%
199814.79%3.29%-12.27%19.21%
19971.65%17.50%9.65%1.89%
19964.20%-0.31%2.29%10.30%
19958.82%8.88%9.04%4.58%
1994-3.65%0.50%4.78%-0.46%
19933.85%0.08%2.39%1.43%
1992-0.94%1.90%2.80%5.31%
199114.70%0.36%4.90%8.16%
1990-2.39%5.04%-13.59%8.04%
19895.88%8.27%9.49%1.88%
19884.28%3.68%-0.66%2.20%
198717.03%1.19%5.49%-19.80%
198614.78%3.06%-9.75%4.96%
19858.90%8.39%-5.52%17.79%
1984-7.29%-2.74%7.58%1.91%
198311.90%6.88%-6.78%-1.65%
1982-9.36%2.12%13.24%19.51%
1981-5.54%-9.16%-12.23%8.07%
1980-1.03%10.72%16.21%13.56%
19792.58%3.17%6.95%4.79%
1978-5.51%11.68%6.53%-0.91%
1977-8.07%4.31%-2.97%-0.74%
197612.85%4.58%2.23%0.82%
197517.99%16.27%-8.67%7.39%
1974-1.73%-7.36%-17.97%8.25%
1973-2.62%-5.01%4.03%-7.19%
19723.54%-0.28%2.89%5.42%
19718.78%-1.09%-3.02%3.55%
1970-1.16%-17.39%15.04%10.58%
1969-3.55%-8.55%-3.87%1.42%
1968-9.35%8.73%0.58%2.10%
196714.66%-3.10%6.09%2.28%
1966-2.79%-9.71%-12.38%7.16%
19651.20%-7.14%7.13%4.64%
19646.41%-1.70%4.08%0.23%
19635.41%1.42%2.53%3.57%
1962-3.18%-26.29%1.38%12.25%
196111.39%-3.65%1.56%6.88%
1960-7.67%1.37%-5.76%8.21%
19590.79%1.83%-4.46%6.46%
19585.06%5.04%10.13%10.07%
1957-4.83%1.69%-11.55%-5.97%
19566.29%-4.07%-3.18%5.07%
19553.08%6.64%0.10%5.60%
195411.11%9.68%8.10%17.27%
1953-4.10%-6.84%-3.49%7.79%
19526.47%0.99%-7.97%7.77%
19511.66%0.00%15.27%1.06%
19506.98%0.97%9.81%5.23%
19495.07%-3.97%9.31%4.59%
1948-1.25%-5.49%N/AN/A
19462.72%18.79%N/AN/A
194515.23%63.36%N/AN/A
194424.49%9.45%-2.34%27.54%
194322.98%17.76%11.28%4.12%
194219.03%-7.60%10.76%17.71%
19411.55%-1.27%11.83%-0.92%
19409.30%-17.02%1.03%-1.52%
1939-3.82%16.63%-8.51%N/A
193720.16%N/AN/AN/A
193620.54%-13.45%19.79%7.27%
1935-18.18%33.33%32.92%44.98%
1934-6.52%2.33%N/AN/A
1933-19.57%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month98
3-month86
1-year15
3-year13
5-year2

Load adjusted returns

1-year20.45%
3-year6.56%
5-year15.13%
10-year10.69%