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Natixis US Equity Opportunities C (NECCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.47+0.16 (+1.12%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.24%
5-year average return14.52%
Number of years up22
Number of years down7
Best 1-yr total return (30 May 2024)35.98%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.98%
Worst 3-yr total return5.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNECCXCategory
YTD4.64%5.31%
1-month-5.51%-4.19%
3-month3.64%3.90%
1-year25.03%20.31%
3-year5.95%6.48%
5-year12.08%11.78%
10-year12.37%10.96%
Last bull market29.49%25.56%
Last bear market-20.79%-15.11%

Annual total return (%) history

Year
NECCXCategory
2024
N/AN/A
2023
35.98%22.32%
2022
-21.77%-16.96%
2021
22.26%26.07%
2020
21.15%15.83%
2019
30.06%28.78%
2018
-7.18%-6.27%
2017
25.35%20.44%
2016
11.02%10.37%
2015
5.06%-1.07%
2014
12.12%10.96%
2013
34.69%31.50%
2012
16.96%14.96%
2011
-3.53%-1.27%
2010
21.00%14.01%
2009
35.41%28.17%
2008
-40.53%-37.79%
2007
12.82%6.16%
2006
12.87%14.17%
2005
6.75%5.88%
2004
12.00%10.02%
2003
32.63%27.05%
2002
-22.44%-22.25%
2001
-10.07%-13.50%
2000
-17.53%-6.31%
1999
45.54%20.16%
1998
18.27%22.39%
1997
19.24%28.37%
1996
18.10%20.76%
1995
33.39%32.35%
1994
N/A-0.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.74%N/AN/AN/A
202312.38%10.05%-2.41%12.67%
2022-5.36%-20.79%-3.44%8.08%
20218.54%8.87%-0.33%3.81%
2020-19.91%22.29%7.46%15.11%
201914.45%4.73%-2.60%11.41%
20180.47%3.15%5.18%-14.84%
20175.80%6.52%5.42%5.51%
2016-1.06%1.96%8.85%1.10%
20152.12%0.36%-5.63%8.63%
20142.97%4.22%0.56%3.89%
201310.73%2.19%8.88%9.31%
201214.49%-5.26%4.99%2.69%
20117.31%-0.39%-17.79%9.78%
20106.16%-11.29%13.73%12.96%
2009-6.29%15.45%17.59%6.44%
2008-12.27%2.43%-12.49%-24.37%
20073.49%7.08%1.77%0.04%
20067.43%-2.89%1.22%6.88%
2005-2.84%2.19%5.07%2.33%
20043.25%1.86%-4.10%11.05%
2003-3.17%17.17%4.73%11.62%
20021.77%-11.86%-17.49%4.79%
2001-13.98%9.10%-16.14%14.26%
20009.54%-13.80%1.76%-14.18%
19997.65%7.25%-3.38%30.47%
199812.13%1.31%-13.39%20.20%
1997-3.41%13.90%9.82%-1.30%
19966.67%5.24%1.97%3.18%
19955.44%8.81%12.77%3.10%
1994-0.34%N/AN/AN/A

Rank in category (by total return)

YTD70
1-month93
3-month64
1-year15
3-year70
5-year54

Load adjusted returns

1-year24.03%
3-year5.95%
5-year12.08%
10-year12.37%