UK markets closed

Natixis Oakmark Y (NEOYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
30.96+0.04 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.41%
5-year average return14.92%
Number of years up15
Number of years down10
Best 1-yr total return (20 Jun 2024)44.39%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return44.39%
Worst 3-yr total return7.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNEOYXCategory
YTD6.57%4.44%
1-month0.87%-4.04%
3-month2.34%4.09%
1-year28.13%14.37%
3-year8.97%6.04%
5-year16.81%9.20%
10-year11.63%8.57%
Last bull market29.16%22.97%
Last bear market-17.62%-11.27%

Annual total return (%) history

Year
NEOYXCategory
2024
N/AN/A
2023
31.28%11.63%
2022
-13.10%-5.90%
2021
34.35%26.22%
2020
13.28%2.91%
2019
27.06%25.04%
2018
-12.77%-8.53%
2017
21.05%15.94%
2016
18.69%14.81%
2015
-4.18%-4.05%
2014
10.71%10.21%
2013
38.21%31.21%
2012
17.33%14.57%
2011
-1.39%-0.75%
2010
13.47%13.66%
2009
44.39%24.13%
2008
-40.18%-37.09%
2007
-2.59%1.42%
2006
16.97%18.15%
2005
-0.04%5.95%
2004
9.57%12.97%
2003
30.76%28.44%
2002
-19.61%-18.69%
2001
-13.99%-4.99%
2000
-6.97%7.87%
1999
9.77%6.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.63%N/AN/AN/A
20238.03%8.86%-1.02%12.78%
2022-2.19%-17.62%-2.23%10.31%
202115.52%9.00%1.87%4.74%
2020-29.68%22.80%6.01%23.75%
201912.90%3.29%-2.19%11.40%
2018-1.08%2.09%4.16%-17.06%
20174.07%3.88%5.75%5.88%
2016-0.66%1.29%8.92%8.30%
2015-0.56%0.23%-8.37%4.92%
20141.49%5.08%0.22%3.59%
20139.08%6.17%7.37%11.15%
201215.85%-6.57%4.52%3.71%
20116.01%-0.49%-16.57%12.04%
20107.47%-14.60%11.17%11.22%
2009-9.50%24.26%21.34%5.82%
2008-9.13%-6.26%-3.88%-26.95%
2007-1.19%7.61%-2.53%-6.02%
20062.92%-1.82%7.23%7.96%
2005-3.49%-0.27%1.29%2.54%
20041.67%1.57%-3.09%9.48%
2003-3.96%20.20%0.27%12.97%
2002-0.42%-8.84%-16.90%6.56%
2001-11.03%4.78%-16.94%11.08%
2000-0.98%-3.29%1.27%-4.08%
19991.87%8.75%-8.04%7.75%

Rank in category (by total return)

YTD68
1-month98
3-month84
1-year14
3-year10
5-year1

Load adjusted returns

1-year28.13%
3-year8.97%
5-year16.81%
10-year11.63%