Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NESBX (NATIXIS U.S. MULTI-CAP EQUITY FUND CLASS B) | NA | -0.32% | 12.46% | 10.31% | 7.07% | 5.71% | NA | … | … |
Data as of 01/11/2016, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NESBX (NATIXIS U.S. MULTI-CAP EQUITY FUND CLASS B) | 06/21/1996 | 01/11/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.14 | -0.32 | 12.46 | 10.31 | 7.07 | 5.71 | NA | … | … | -6.95 | 5.06 | 12.14 | 34.70 | 16.97 | -3.53 | 21.01 | 35.33 | -40.48 | 12.83 | 12.88 | 6.76 | 12.02 | 32.69 | -22.53 | -10.03 | -17.55 | 20.27 | 9.13 | -1.29 | -3.72 |
| Sharpe Ratio | NA | -0.07 | 0.90 | 0.59 | 0.29 | NA | NA | … | … | -5.25 | 0.32 | 0.97 | 2.68 | 1.14 | -0.13 | 1.02 | 1.19 | -1.03 | 0.58 | 0.77 | 0.39 | 0.89 | 1.91 | -1.01 | -0.61 | -0.77 | 0.65 | 0.28 | -0.21 | -0.66 |
| Standard Deviation(%) | NA | 15.79 | 13.86 | 17.48 | 22.09 | NA | NA | … | … | 18.15 | 15.58 | 12.56 | 12.92 | 14.99 | 26.88 | 20.56 | 29.64 | 39.95 | 16.96 | 12.53 | 11.81 | 12.46 | 16.75 | 23.29 | 20.47 | 28.03 | 26.41 | 21.10 | 22.39 | 15.77 |
| Draw Down(%) | NA | 11.47 | 11.47 | 23.37 | 55.31 | NA | NA | … | … | 7.15 | 11.47 | 7.92 | 6.18 | 11.61 | 23.37 | 17.50 | 24.32 | 51.13 | 11.31 | 11.57 | 7.90 | 10.91 | 12.48 | 33.36 | 28.44 | 33.38 | 16.07 | 31.62 | 20.90 | 10.64 |
| Yield(%) | 0.00 | 7.08 | 20.43 | 14.70 | 8.99 | 6.96 | 5.38 | … | … | 0.00 | 6.97 | 37.54 | 11.43 | 6.60 | 4.02 | 0.00 | 0.00 | 1.87 | 1.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 13.01 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/11/2016, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESBX (NATIXIS U.S. MULTI-CAP EQUITY FUND CLASS B) |
-20.65%
Feb 2000 – Feb 2003 |
-8.17%
Mar 1998 – Mar 2003 |
-3.57%
Feb 1999 – Feb 2009 |
1.76%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESBX (NATIXIS U.S. MULTI-CAP EQUITY FUND CLASS B) |
27.45%
Feb 2009 – Feb 2012 |
24.88%
Feb 2009 – Feb 2014 |
9.75%
Mar 2003 – Mar 2013 |
6.52%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison Chart