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Natixis Vaughan Nelson Small Cap Value N (VSCNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
21.32+0.05 (+0.24%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.61%
5-Year Average Return11.96%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Oct 21, 2024)30.64%
Worst 1 Yr Total Return (Oct 21, 2024)N/A
Best 3-Yr Total Return30.64%
Worst 3-Yr Total Return5.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVSCNXCategory
YTD7.30%20.19%
1-Month-0.46%0.02%
3-Month4.65%4.36%
1-Year22.89%60.18%
3-Year10.10%11.32%
5-Year12.39%13.88%
10-Year9.71%11.19%
Last Bull Market29.00%27.98%
Last Bear Market-11.01%-24.08%

Annual Total Return (%) History

Year
VSCNXCategory
2024
N/AN/A
2023
25.24%N/A
2022
-9.95%N/A
2021
30.64%N/A
2020
9.27%10.99%
2019
25.08%23.75%
2018
-14.48%-12.72%
2017
N/A12.28%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.26%-3.50%4.65%N/A
20237.74%6.49%-4.69%14.53%
2022-2.11%-11.01%-4.33%8.05%
202112.27%7.37%-1.75%10.30%
2020-29.88%16.38%4.57%28.03%
201915.14%2.93%1.68%3.80%
2018-2.01%3.57%3.04%-18.21%
20174.33%3.52%N/AN/A

Rank In Category (By Total Return)

YTD88
1-Month88
3-Month94
1-Year77
3-Year4
5-Year16

Load Adjusted Returns

1-Year22.89%
3-Year10.10%
5-Year12.39%
10-Year9.71%