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Natixis AEW Global Focused Real Estate A (NRFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.78+0.04 (+0.34%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.63%
5-year average return0.51%
Number of years up18
Number of years down5
Best 1-yr total return (2 July 2024)30.29%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return30.29%
Worst 3-yr total return-3.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNRFAXCategory
YTD-3.05%14.32%
1-month0.37%0.73%
3-month-1.73%8.73%
1-year6.75%32.33%
3-year-3.68%7.75%
5-year0.98%6.57%
10-year3.93%6.49%
Last bull market20.19%23.44%
Last bear market-19.08%-20.52%

Annual total return (%) history

Year
NRFAXCategory
2024
N/AN/A
2023
13.17%N/A
2022
-25.89%N/A
2021
27.91%N/A
2020
-5.78%-5.43%
2019
23.87%23.45%
2018
-4.69%-7.11%
2017
3.60%15.12%
2016
5.76%1.97%
2015
4.46%-0.92%
2014
30.05%11.67%
2013
0.84%2.92%
2012
16.11%31.78%
2011
9.27%-10.10%
2010
27.44%17.22%
2009
30.29%37.01%
2008
-37.17%-46.63%
2007
-19.27%-7.68%
2006
35.75%39.00%
2005
14.40%13.40%
2004
34.02%35.79%
2003
36.04%41.26%
2002
3.45%5.60%
2001
12.99%7.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.34%-1.73%N/AN/A
20231.81%0.96%-6.15%17.33%
2022-3.53%-19.08%-11.13%6.82%
20215.59%10.22%-0.61%10.58%
2020-24.35%8.61%3.93%10.33%
201915.12%0.41%4.97%2.08%
2018-8.00%9.77%0.56%-6.14%
2017-0.20%1.68%0.93%1.15%
20165.30%4.64%-1.25%-2.79%
20155.00%-10.04%2.42%7.98%
201410.01%6.50%-2.89%14.31%
20136.38%-1.11%-2.85%-1.33%
201210.21%2.99%0.00%2.28%
20116.15%3.62%-13.67%15.09%
20108.92%-1.97%12.53%6.07%
2009-31.78%32.96%31.76%9.03%
20083.31%-5.76%4.40%-38.19%
20072.77%-10.27%2.44%-14.54%
200615.55%-1.15%8.62%9.42%
2005-7.10%14.86%3.88%3.21%
200412.17%-5.26%8.40%16.34%
20031.05%12.32%9.92%9.04%
20027.52%5.02%-8.73%0.38%
2001-1.41%10.04%-0.12%4.28%

Rank in category (by total return)

YTD44
1-month27
3-month27
1-year15
3-year28
5-year36

Load adjusted returns

1-year0.61%
3-year-5.56%
5-year-0.21%
10-year3.31%