Natixis Oakmark Y (NEOYX)

29.36 +0.27 (+0.93%) USD  |  Apr 14

NEOYX Performance

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Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 14, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Name
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
YTD
Natixis Oakmark Y
-1.39%
17.33%
38.21%
10.71%
-4.18%
18.69%
21.05%
-12.77%
27.06%
13.28%
19.25%
S&P 500 Total Return
2.11%
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
10.29%
Invesco Comstock Select Y
-4.35%
13.97%
30.69%
10.87%
-3.55%
12.67%
16.22%
-11.12%
27.78%
-0.10%
19.58%
Hotchkis & Wiley Diversified Value I
-5.67%
19.78%
36.54%
12.74%
-7.90%
19.94%
18.39%
-14.74%
29.26%
0.41%
22.46%
Transamerica Large Cap Value I
-0.96%
16.86%
35.84%
8.96%
2.38%
21.86%
12.38%
-10.40%
17.98%
1.32%
16.01%
PGIM Jennison Value Z
-5.75%
14.60%
32.91%
9.77%
-8.52%
11.13%
16.62%
-10.18%
25.97%
3.03%
13.75%
As of April 14, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Natixis Oakmark Y
1.91%
13.07%
41.70%
74.43%
14.43%
16.23%
13.32%
9.65%
7.75%
7.85%
S&P 500 Total Return
4.71%
9.08%
19.15%
47.37%
18.01%
16.90%
14.44%
10.33%
8.57%
10.45%
Invesco Comstock Select Y
0.95%
10.37%
41.21%
65.64%
10.76%
11.97%
9.80%
7.45%
7.84%
10.01%
Hotchkis & Wiley Diversified Value I
0.21%
12.97%
52.32%
78.28%
11.30%
13.43%
11.45%
6.96%
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8.08%
Transamerica Large Cap Value I
4.07%
11.19%
34.59%
56.84%
8.03%
9.98%
11.00%
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11.81%
PGIM Jennison Value Z
2.19%
9.12%
26.27%
46.17%
10.43%
11.77%
8.86%
6.62%
6.91%
8.90%
As of April 14, 2021. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of March 31, 2021