Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NESYX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS Y) | -6.43% | 3.97% | 15.90% | 5.55% | 10.92% | 11.79% | 10.31% | … | … |
Data as of 06/10/2026, Common starting date is 12/23/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NESYX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS Y) | 12/23/1994 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 3.97 | 15.90 | 5.55 | 10.92 | 11.79 | 10.31 | … | … | -6.43 | 17.84 | 25.57 | 37.46 | -30.16 | 13.09 | 9.60 | 31.41 | -6.98 | 27.38 | 12.11 | 6.15 | 13.49 | 36.12 | 18.09 | -2.56 | 22.57 | 36.71 | -39.89 | 14.02 | 14.20 | 8.02 | 13.52 | 34.51 | -21.33 | -8.90 | -16.61 | 46.77 | 19.61 | 20.50 | 8.98 | 26.94 | 1.27 |
| Sharpe Ratio | NA | 0.47 | 0.88 | 0.17 | 0.47 | NA | NA | … | … | -0.92 | 0.76 | 1.61 | 2.09 | -1.06 | 0.81 | 0.26 | 2.04 | -0.45 | 3.57 | 0.80 | 0.39 | 1.07 | 2.79 | 1.22 | -0.10 | 1.10 | 1.24 | -1.02 | 0.64 | 0.87 | 0.49 | 1.00 | 2.02 | -0.96 | -0.56 | -0.74 | 2.22 | 0.82 | 1.11 | 0.36 | 1.96 | 15.90 |
| Standard Deviation(%) | NA | 12.90 | 16.00 | 19.83 | 20.08 | NA | NA | … | … | 14.22 | 19.68 | 13.65 | 16.36 | 29.78 | 16.09 | 35.32 | 14.64 | 18.50 | 7.52 | 14.85 | 15.57 | 12.61 | 12.92 | 14.97 | 26.84 | 20.51 | 29.60 | 39.98 | 16.98 | 12.52 | 11.83 | 12.50 | 16.76 | 23.31 | 20.49 | 28.06 | 19.58 | 19.74 | 15.04 | 14.57 | 11.70 | 7.36 |
| Draw Down(%) | NA | 11.24 | 19.54 | 38.04 | 38.04 | NA | NA | … | … | 11.24 | 19.54 | 8.28 | 12.60 | 32.69 | 9.36 | 32.23 | 9.01 | 20.66 | 2.42 | 13.29 | 11.42 | 7.86 | 6.11 | 11.44 | 23.20 | 17.11 | 24.18 | 50.70 | 11.24 | 11.46 | 7.81 | 10.89 | 12.37 | 32.81 | 27.91 | 32.79 | 11.11 | 25.65 | 9.50 | 13.56 | 10.48 | 0.30 |
| Yield(%) | 0.00 | 3.12 | 6.40 | 3.28 | 5.75 | 8.45 | 8.40 | … | … | 0.00 | 5.05 | 5.95 | 8.16 | 0.22 | 0.00 | 0.00 | 11.09 | 8.25 | 3.98 | 2.06 | 4.74 | 27.81 | 8.77 | 5.69 | 3.20 | 0.74 | 0.00 | 1.53 | 1.27 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 12.00 | 21.21 | 7.48 | 19.92 | 0.00 | 0.00 | 0.43 |
Data as of 06/10/2026, Common starting date is 12/23/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESYX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS Y) |
-19.59%
Feb 2000 – Feb 2003 |
-4.62%
Feb 2004 – Feb 2009 |
-0.58%
Feb 2000 – Feb 2010 |
5.21%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NESYX (NATIXIS U.S. EQUITY OPPORTUNITIES FUND CLASS Y) |
33.91%
Mar 1997 – Mar 2000 |
26.19%
Feb 2009 – Feb 2014 |
18.85%
Feb 2009 – Feb 2019 |
15.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart