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Natixis AEW Real Estate Y (NRFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.32-0.07 (-0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.66%
5-year average return0.91%
Number of years up18
Number of years down5
Best 1-yr total return (24 Jun 2024)30.39%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return30.39%
Worst 3-yr total return-3.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNRFYXCategory
YTD-3.29%14.32%
1-month3.97%0.73%
3-month1.09%8.73%
1-year9.81%32.33%
3-year-3.12%7.75%
5-year1.22%6.57%
10-year4.24%6.49%
Last bull market20.39%23.44%
Last bear market-19.10%-20.52%

Annual total return (%) history

Year
NRFYXCategory
2024
N/AN/A
2023
13.40%N/A
2022
-25.76%N/A
2021
28.29%N/A
2020
-5.57%-5.43%
2019
24.22%23.45%
2018
-4.49%-7.11%
2017
3.86%15.12%
2016
6.01%1.97%
2015
4.76%-0.92%
2014
30.32%11.67%
2013
1.17%2.92%
2012
16.38%31.78%
2011
9.56%-10.10%
2010
27.82%17.22%
2009
30.39%37.01%
2008
-36.96%-46.63%
2007
-18.87%-7.68%
2006
36.21%39.00%
2005
14.70%13.40%
2004
34.12%35.79%
2003
36.61%41.26%
2002
3.59%5.60%
2001
13.34%7.01%
2000
N/A19.66%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.17%N/AN/AN/A
20231.89%0.95%-6.01%17.30%
2022-3.49%-19.10%-10.99%6.82%
20215.63%10.37%-0.60%10.72%
2020-24.31%8.70%4.02%10.33%
201915.22%0.44%5.11%2.13%
2018-7.97%9.80%0.67%-6.11%
2017-0.15%1.73%0.99%1.24%
20165.37%4.62%-1.14%-2.72%
20155.10%-10.07%2.57%8.06%
201410.06%6.50%-2.83%14.43%
20136.46%-1.04%-2.78%-1.22%
201210.28%3.11%0.01%2.33%
20116.24%3.69%-13.61%15.14%
20109.05%-1.90%12.65%6.07%
2009-31.81%33.09%31.75%9.05%
20083.36%-5.65%4.52%-38.15%
20072.88%-10.09%2.49%-14.42%
200615.65%-1.10%8.70%9.55%
2005-7.00%14.90%3.97%3.25%
200412.19%-5.19%8.39%16.33%
20031.13%12.36%10.16%9.14%
20027.57%4.99%-8.66%0.42%
2001-1.40%10.15%-0.11%4.47%
20004.31%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month55
3-month43
1-year21
3-year23
5-year37

Load adjusted returns

1-year9.81%
3-year-3.12%
5-year1.22%
10-year4.24%