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Natixis Oakmark N (NOANX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.59-0.21 (-0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.79%
5-year average return15.28%
Number of years up4
Number of years down2
Best 1-yr total return (13 Jun 2024)34.54%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return34.54%
Worst 3-yr total return8.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNOANXCategory
YTD6.58%4.44%
1-month0.87%-4.04%
3-month2.33%4.09%
1-year28.19%14.37%
3-year9.03%6.04%
5-year16.90%9.20%
10-year11.63%8.57%
Last bull market29.17%22.97%
Last bear market-17.60%-11.27%

Annual total return (%) history

Year
NOANXCategory
2024
N/AN/A
2023
31.35%11.63%
2022
-13.06%-5.90%
2021
34.54%26.22%
2020
13.41%2.91%
2019
27.16%25.04%
2018
-12.60%-8.53%
2017
N/A15.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.63%N/AN/AN/A
20238.05%8.88%-1.02%12.81%
2022-2.18%-17.60%-2.22%10.32%
202115.61%9.05%1.87%4.76%
2020-29.69%22.89%6.05%23.77%
201912.88%3.37%-2.19%11.41%
2018-1.04%2.20%4.15%-17.03%
20175.79%5.94%N/AN/A

Rank in category (by total return)

YTD67
1-month98
3-month84
1-year13
3-year10
5-year1

Load adjusted returns

1-year28.19%
3-year9.03%
5-year16.90%
10-year11.63%