Natixis Oakmark Y (NEOYX)

25.59 -0.44 (-1.69%) USD  |  Jan 15

NEOYX Performance

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Performance Versus Category

 
20%
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10%
5%
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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 January 15, 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%
3.69%
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%
0.39%
VELA Large Cap 130/30 I
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3.12%
Victory RS Large Cap Alpha Y
-8.65%
16.58%
38.58%
13.34%
-1.82%
8.89%
18.56%
-9.11%
30.99%
-0.83%
2.82%
Towpath Focus Institutional
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19.28%
5.17%
Artisan Select Equity Institutional
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1.50%
As of January 15, 2021.

Periodic Total Returns Versus Peers

Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Natixis Oakmark Y
5.55%
22.56%
30.48%
15.56%
7.30%
15.87%
11.85%
8.63%
6.62%
7.63%
S&P 500 Total Return
2.12%
8.62%
17.76%
16.66%
12.74%
17.23%
13.60%
9.68%
7.50%
10.21%
VELA Large Cap 130/30 I
4.06%
15.57%
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Victory RS Large Cap Alpha Y
4.29%
15.98%
21.88%
1.58%
5.22%
11.13%
9.76%
8.64%
5.65%
11.53%
Towpath Focus Institutional
5.52%
25.32%
27.88%
23.96%
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24.26%
Artisan Select Equity Institutional
3.57%
16.59%
25.03%
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As of January 15, 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 December 31, 2020