Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NSFHX (Natixis Sustainable Future 2040 Fund Cla) | NA | -29.98% | -5.46% | -0.75% | NA | NA | NA | … | … |
Data as of 07/29/2025, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NSFHX (Natixis Sustainable Future 2040 Fund Cla) | 03/01/2017 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.57 | -29.98 | -5.46 | -0.75 | NA | NA | NA | … | … | -30.22 | 7.09 | 17.78 | -17.85 | 15.89 | 16.62 | 23.84 | -5.78 | 17.33 |
| Sharpe Ratio | NA | -0.76 | -0.32 | -0.12 | NA | NA | NA | … | … | -0.87 | 0.32 | 1.26 | -0.95 | 1.39 | 0.58 | 2.17 | -0.54 | 3.34 |
| Standard Deviation(%) | NA | 43.86 | 27.52 | 23.31 | NA | NA | NA | … | … | 57.22 | 10.74 | 11.34 | 20.35 | 11.37 | 28.29 | 10.33 | 13.26 | 6.09 |
| Draw Down(%) | NA | 35.22 | 35.22 | 35.22 | NA | NA | NA | … | … | 33.86 | 7.06 | 10.66 | 25.25 | 6.05 | 29.86 | 6.37 | 15.24 | 1.64 |
| Yield(%) | 2.74 | 4.58 | 3.06 | 6.04 | 5.61 | 3.74 | 2.80 | … | … | 2.99 | 1.82 | 1.59 | 3.90 | 7.79 | 12.61 | 7.16 | 10.17 | 1.71 |
Data as of 07/29/2025, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NSFHX (Natixis Sustainable Future 2040 Fund Cla) |
1.19%
Dec 2021 – Dec 2024 |
4.65%
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 |
|---|---|---|---|---|
| NSFHX (Natixis Sustainable Future 2040 Fund Cla) |
18.73%
Dec 2018 – Dec 2021 |
11.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart