UK markets closed

Natixis US Equity Opportunities N (NESNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
51.97+0.47 (+0.91%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.71%
5-year average return13.70%
Number of years up4
Number of years down2
Best 1-yr total return (25 Apr 2024)37.44%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return37.44%
Worst 3-yr total return6.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNESNXCategory
YTD10.96%14.84%
1-month3.84%1.65%
3-month10.96%7.55%
1-year35.42%40.47%
3-year11.06%16.77%
5-year15.90%16.15%
10-year13.97%13.21%
Last bull market44.93%24.09%
Last bear market-20.61%-17.61%

Annual total return (%) history

Year
NESNXCategory
2024
N/AN/A
2023
37.44%N/A
2022
-20.88%N/A
2021
23.53%N/A
2020
22.48%15.83%
2019
31.44%28.78%
2018
-6.11%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.96%N/AN/AN/A
202312.62%10.33%-2.16%13.05%
2022-5.08%-20.61%-3.19%8.44%
20218.82%9.17%-0.07%4.06%
2020-19.70%22.67%7.72%15.43%
201914.74%5.05%-2.36%11.68%
20180.75%3.46%5.48%-14.60%
20175.73%5.81%N/AN/A

Rank in category (by total return)

YTD30
1-month23
3-month30
1-year7
3-year32
5-year9

Load adjusted returns

1-year35.42%
3-year11.06%
5-year15.90%
10-year13.97%