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Natixis US Equity Opportunities N (NESNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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52.35-0.08 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.49%
5-year average return14.24%
Number of years up4
Number of years down2
Best 1-yr total return (7 May 2024)37.44%
Worst 1-yr total return (7 May 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
YTD4.96%14.84%
1-month-5.41%1.65%
3-month3.94%7.55%
1-year26.36%40.47%
3-year7.09%16.77%
5-year13.28%16.15%
10-year13.48%13.21%
Last bull market30.02%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)

YTD65
1-month92
3-month57
1-year10
3-year45
5-year17

Load adjusted returns

1-year26.36%
3-year7.09%
5-year13.28%
10-year13.48%