Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOANX (Natixis Oakmark Fund Class N) | -5.18% | 4.51% | 13.06% | 9.03% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOANX (Natixis Oakmark Fund Class N) | 05/02/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 4.51 | 13.06 | 9.03 | NA | NA | NA | … | … | -5.18 | 16.31 | 16.10 | 31.36 | -12.78 | 34.51 | 13.48 | 27.16 | -12.60 | 15.31 |
| Sharpe Ratio | NA | 0.43 | 0.73 | 0.35 | NA | NA | NA | … | … | -0.85 | 0.73 | 0.96 | 1.71 | -0.55 | 2.11 | 0.32 | 1.64 | -0.78 | 3.04 |
| Standard Deviation(%) | NA | 13.45 | 15.32 | 18.40 | NA | NA | NA | … | … | 14.20 | 18.68 | 13.00 | 16.38 | 26.15 | 16.36 | 40.63 | 15.68 | 17.91 | 7.58 |
| Draw Down(%) | NA | 8.91 | 16.83 | 23.38 | NA | NA | NA | … | … | 8.91 | 16.83 | 7.18 | 12.61 | 23.38 | 8.09 | 40.96 | 9.97 | 24.31 | 2.57 |
| Yield(%) | 0.00 | 5.57 | 6.83 | 7.23 | 8.10 | 5.40 | 4.05 | … | … | 0.00 | 7.27 | 7.10 | 4.52 | 11.90 | 8.71 | 9.21 | 10.54 | 8.39 | 3.45 |
Data as of 06/10/2026, Common starting date is 05/02/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOANX (Natixis Oakmark Fund Class N) |
1.74%
Oct 2017 – Oct 2020 |
7.21%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOANX (Natixis Oakmark Fund Class N) |
26.95%
Mar 2020 – Mar 2023 |
23.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart