Natixis Oakmark Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 0 | 0 | 0 | 3.32 | 2.32 | 3.49 | 0.86 | -6.59 | -1.05 | 3.27 | -0.85 | 0 |
| 1996 | 3.06 | 0.47 | 0.41 | 0.27 | 1.47 | -2.2 | -5.04 | 2.34 | -10.15 | 3.01 | 8.91 | -4.78 | -3.5 |
| 1997 | 4.98 | 1.24 | -4.22 | 5.19 | 6.35 | 4.73 | 6.31 | -2.85 | 9.31 | -4.46 | 4.26 | 2.08 | 36.9 |
| 1998 | 0.39 | 7.89 | 5.62 | 0.46 | -1.48 | 4.34 | -1.61 | -15.2 | 5.11 | 7.09 | 4.46 | 6.24 | 23.1 |
| 1999 | 2.75 | -2.44 | 1.34 | 5.84 | -0.46 | 3.03 | -3 | -1.49 | -4.07 | 3.95 | 0.18 | 3.09 | 8.5 |
| 2000 | -5.26 | -3.45 | 8.01 | -1.69 | -3.15 | 1.2 | -0.63 | 6.61 | -4.63 | 0.29 | -6.05 | 1.44 | -8.1 |
| 2001 | 0 | -5.9 | -5.72 | 8.17 | 0 | -3.43 | -3.55 | -6.19 | -8.47 | 3.6 | 6.95 | -0.18 | -15.1 |
| 2002 | -0.62 | -2.66 | 2.55 | -2.84 | -0.46 | -6.06 | -6.45 | 2.4 | -13.56 | 3.66 | 6.71 | -3.94 | -20.7 |
| 2003 | -2.55 | -3.19 | 1.29 | 9.29 | 7.44 | 2.08 | -0.97 | 3.23 | -2.27 | 4.75 | 3.43 | 4.12 | 29.1 |
| 2004 | 0.69 | 2.22 | -1.5 | -0.08 | 0 | 1.36 | -3.69 | 0.43 | -0.09 | 2.08 | 2.72 | 4.13 | 8.3 |
| 2005 | -2.06 | -0.41 | -1.3 | -2.06 | 2.44 | -0.78 | 3.07 | -1.61 | -0.41 | -1.4 | 4.08 | -0.32 | -1 |
| 2006 | 0.08 | 1.12 | 1.35 | 0.55 | -2.02 | -0.53 | -0.8 | 2.82 | 4.79 | 3.45 | 1.45 | 2.57 | 15.6 |
| 2007 | 2.02 | -3 | -0.42 | 5.08 | 3.56 | -1.4 | -4.29 | 0.21 | 1.31 | 2.11 | -5.66 | -2.68 | -3.7 |
| 2008 | -4.78 | -4.64 | -0.16 | 5.28 | 0.91 | -12.04 | 1.8 | 2.86 | -8.5 | -18.13 | -11.45 | 0.43 | -40.9 |
| 2009 | -10.58 | -10.73 | 13.1 | 17.66 | 3.82 | 1.45 | 9.35 | 5.53 | 4.86 | -2 | 5.47 | 2.11 | 42.9 |
| 2010 | -3.62 | 4.47 | 6.5 | 2.12 | -9.46 | -7.75 | 6.98 | -7.23 | 11.6 | 4.86 | 1.22 | 4.49 | 12.4 |
| 2011 | 3.23 | 3.27 | -0.72 | 2.42 | -1.98 | -1.16 | -2.93 | -6.86 | -7.93 | 13.27 | -0.85 | -0.47 | -2.3 |
| 2012 | 6.05 | 5.93 | 2.8 | -1.43 | -7.87 | 2.7 | 0.44 | 2.69 | 1.06 | 0.07 | 0.7 | 2.65 | 16.1 |
| 2013 | 5.69 | 0.9 | 2.03 | 2.93 | 4.42 | -1.45 | 5.06 | -2.97 | 5.08 | 3.84 | 2.91 | 3.75 | 36.9 |
| 2014 | -4.26 | 4.24 | 1.44 | -0.37 | 2.67 | 2.5 | -1.64 | 3.54 | -1.86 | 1.39 | 2.36 | -0.46 | 9.6 |
| 2015 | -4.45 | 6.73 | -2.7 | 1.66 | 0.66 | -2.28 | 1.06 | -6.11 | -3.69 | 8.64 | 0.17 | -3.77 | -5 |
| 2016 | -7.39 | -1.3 | 8.41 | 1.61 | 2.02 | -2.58 | 5.18 | 1.99 | 1.21 | -0.57 | 7.02 | 1.53 | 17.4 |
| 2017 | 1.22 | 2.68 | -0.1 | 0.61 | 1.03 | 1.94 | 2.56 | -0.64 | 3.49 | 2.14 | 1.63 | 1.75 | 19.9 |
| 2018 | 6.9 | -4.46 | -3.4 | -0.03 | 2.25 | -0.28 | 2.49 | 1.7 | -0.36 | -9.19 | 1.65 | -10.41 | -13.6 |
| 2019 | 11.76 | 1.5 | -0.74 | -0.05 | -9.49 | 7.78 | 1.26 | -5.67 | 2.12 | 3.08 | 5 | -2.02 | 13.6 |
| 2020 | 6.92 | 3.39 | 1.06 | 4.43 | 15.75 | -21.06 | -8.49 | -2.91 | -13.66 | -0.29 | 17.48 | 5.44 | 1.3 |
| 2021 | -1.15 | 2.06 | 14.22 | 5.26 | 3.62 | -0.33 | 0.63 | 3.24 | -2.21 | 5.67 | -5.45 | -3.29 | 22.6 |
| 2022 | -0.55 | -1.5 | -0.39 | -10.47 | 3.17 | -12.46 | 9.65 | -1.18 | -10 | 10.95 | 5.58 | -20.96 | -28.8 |
| 2023 | 12.84 | -2.75 | -1.8 | 1.55 | -0.66 | 7.64 | 5.46 | -2.37 | -4.12 | -3.46 | 9.48 | 2.35 | 25 |
| 2024 | 0.53 | 13.4 |