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Natixis Vaughan Nelson Small Cap Value C (NEJCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.54-0.01 (-0.15%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.46%
5-year average return10.79%
Number of years up19
Number of years down8
Best 1-yr total return (25 Jun 2024)37.99%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return37.99%
Worst 3-yr total return2.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEJCXCategory
YTD3.38%20.19%
1-month4.18%0.02%
3-month2.12%4.36%
1-year24.14%60.18%
3-year6.71%11.32%
5-year12.11%13.88%
10-year8.22%11.19%
Last bull market28.45%27.98%
Last bear market-11.29%-24.08%

Annual total return (%) history

Year
NEJCXCategory
2024
N/AN/A
2023
23.93%N/A
2022
-11.01%N/A
2021
29.45%N/A
2020
8.08%10.99%
2019
23.69%23.75%
2018
-15.51%-12.72%
2017
5.49%12.28%
2016
19.32%20.78%
2015
-1.02%-5.38%
2014
7.94%3.79%
2013
37.99%37.39%
2012
14.08%15.46%
2011
-4.51%-4.07%
2010
22.78%25.61%
2009
27.35%31.80%
2008
-21.71%-36.56%
2007
5.05%-1.10%
2006
17.23%15.03%
2005
9.28%6.75%
2004
14.44%18.94%
2003
37.64%43.41%
2002
-31.29%-16.22%
2001
-12.74%8.92%
2000
-12.89%11.89%
1999
63.93%19.95%
1998
1.41%-3.03%
1997
26.09%26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.99%N/AN/AN/A
20237.55%6.14%-4.96%14.23%
2022-2.45%-11.29%-4.59%7.78%
202111.99%7.17%-2.10%10.16%
2020-29.97%16.04%4.31%27.52%
201914.82%2.60%1.46%3.48%
2018-2.31%3.29%2.67%-18.45%
20170.30%-2.00%3.97%3.22%
20160.00%3.42%5.62%9.24%
20155.99%1.68%-9.48%1.46%
20141.76%4.19%-4.68%6.81%
201312.60%3.20%8.91%9.04%
201211.65%-5.16%4.79%2.81%
20118.92%-2.67%-19.71%12.19%
20107.87%-9.95%10.22%14.68%
2009-10.22%14.28%18.37%4.86%
2008-9.77%8.90%-4.55%-16.53%
20072.50%5.90%-0.82%-2.42%
200612.40%-3.37%-0.67%8.66%
2005-1.40%4.06%5.40%1.05%
20043.36%0.89%-2.12%12.13%
2003-8.83%25.14%8.57%11.12%
2002-2.31%-13.31%-23.12%5.55%
2001-17.91%15.98%-26.62%24.91%
200019.52%-12.56%1.14%-17.58%
1999-0.32%15.32%0.40%42.04%
199811.01%-5.79%-22.93%25.81%
1997-6.64%17.91%18.97%-3.72%

Rank in category (by total return)

YTD51
1-month74
3-month52
1-year26
3-year4
5-year16

Load adjusted returns

1-year23.14%
3-year6.71%
5-year12.11%
10-year8.22%