Natixis Oakmark Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 5.88 | 0 |
| 1999 | 2.9 | -2.4 | 1.44 | 5.98 | -0.45 | 3.13 | -2.9 | -1.41 | -4 | 4 | 0.35 | 3.16 | 9.7 |
| 2000 | -5.21 | -3.37 | 8.1 | -1.58 | -3.07 | 1.38 | -0.54 | 6.69 | -4.55 | 0.35 | -5.93 | 1.68 | -6.9 |
| 2001 | 0.07 | -5.83 | -5.66 | 8.27 | 0.15 | -3.36 | -3.48 | -6.01 | -8.44 | 3.72 | 7.09 | 0 | -14.1 |
| 2002 | -0.5 | -2.61 | 2.77 | -2.78 | -0.35 | -5.99 | -6.28 | 2.47 | -13.38 | 3.67 | 6.86 | -3.71 | -19.5 |
| 2003 | -1.98 | -2.98 | 1.31 | 9.3 | 7.62 | 1.75 | -0.9 | 3.37 | -2.12 | 4.77 | 3.53 | 4.15 | 30.6 |
| 2004 | 0.8 | 2.37 | -1.47 | 0 | 0.16 | 1.41 | -3.63 | 0.56 | 0 | 2.15 | 2.81 | 4.25 | 9.6 |
| 2005 | -1.97 | -0.37 | -1.19 | -2.04 | 2.54 | -0.51 | 3.18 | -1.54 | -0.3 | -1.27 | 4.16 | -0.29 | 0.2 |
| 2006 | 0.22 | 1.16 | 1.51 | 0.57 | -1.97 | -0.41 | -0.72 | 2.91 | 4.95 | 3.51 | 1.5 | 2.76 | 17 |
| 2007 | 2.19 | -2.93 | -0.38 | 5.25 | 3.66 | -1.36 | -4.18 | 0.25 | 1.47 | 2.24 | -5.61 | -2.6 | -2.6 |
| 2008 | -4.66 | -4.55 | -0.14 | 5.42 | 1.01 | -11.97 | 1.98 | 2.91 | -8.4 | -18.02 | -11.38 | 0.57 | -40.2 |
| 2009 | -10.5 | -10.74 | 13.28 | 17.78 | 3.94 | 1.5 | 9.44 | 5.66 | 4.93 | -1.94 | 5.62 | 2.17 | 44.4 |
| 2010 | -3.54 | 4.55 | 6.56 | 2.25 | -9.4 | -7.75 | 7.14 | -7.13 | 11.73 | 4.91 | 1.3 | 4.66 | 13.6 |
| 2011 | 3.21 | 3.37 | -0.64 | 2.54 | -1.88 | -1.09 | -2.91 | -6.73 | -7.86 | 13.34 | -0.75 | -0.41 | -1.4 |
| 2012 | 6.14 | 6.05 | 2.92 | -1.39 | -7.82 | 2.78 | 0.52 | 2.76 | 1.19 | 0.19 | 0.8 | 2.69 | 17.3 |
| 2013 | 5.83 | 0.91 | 2.14 | 2.98 | 4.6 | -1.43 | 5.14 | -2.86 | 5.13 | 3.96 | 2.93 | 3.86 | 38.2 |
| 2014 | -4.15 | 4.28 | 1.53 | -0.28 | 2.79 | 2.53 | -1.56 | 3.65 | -1.78 | 1.47 | 2.43 | -0.33 | 10.7 |
| 2015 | -4.42 | 6.78 | -2.58 | 1.8 | 0.7 | -2.22 | 1.18 | -6.03 | -3.63 | 8.72 | 0.24 | -3.69 | -4.1 |
| 2016 | -7.24 | -1.27 | 8.47 | 1.73 | 2.12 | -2.53 | 5.29 | 2.12 | 1.3 | -0.48 | 7.08 | 1.6 | 18.6 |
| 2017 | 1.3 | 2.78 | -0.04 | 0.69 | 1.13 | 2.01 | 2.69 | -0.57 | 3.58 | 2.22 | 1.71 | 1.85 | 21.1 |
| 2018 | 6.99 | -4.4 | -3.28 | 0.01 | 2.34 | -0.23 | 2.64 | 1.74 | -0.26 | -9.1 | 1.68 | -10.3 | -12.8 |
| 2019 | 11.88 | 1.57 | -0.65 | 1.08 | -9.42 | 7.85 | 1.36 | -5.58 | 2.2 | 3.18 | 5.08 | -1.82 | 16.1 |
| 2020 | 7.04 | 3.42 | 1.19 | 4.49 | 15.93 | -21.04 | -8.4 | -2.78 | -12.25 | -0.19 | 17.59 | 5.49 | 3.9 |
| 2021 | -1.01 | 10.39 | -0.78 | 12.27 | 3.7 | -0.26 | 0.71 | 3.33 | -2.11 | 5.76 | -5.39 | -1.77 | 25.8 |
| 2022 | -0.45 | -1.42 | -0.33 | -10.05 | 3.3 | -12.41 | 9.75 | -1.11 | -9.92 | 11.01 | 5.67 | -17.82 | -25 |
| 2023 | 12.92 | -2.66 | -1.72 | 1.59 | -0.51 | 7.71 | 5.51 | -2.25 | -4.04 | -3.39 | 9.58 | 2.89 | 26.8 |
| 2024 | 0.64 | 14.6 |