NEFSX vs. USBOX
Compare and contrast key facts about Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Pear Tree Quality Fund (USBOX).
NEFSX is managed by Natixis Funds. It was launched on Jul 7, 1994. USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NEFSX or USBOX.
Correlation
The correlation between NEFSX and USBOX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NEFSX vs. USBOX - Performance Comparison
Key characteristics
NEFSX:
-0.08
USBOX:
-0.23
NEFSX:
0.02
USBOX:
-0.19
NEFSX:
1.00
USBOX:
0.97
NEFSX:
-0.07
USBOX:
-0.20
NEFSX:
-0.26
USBOX:
-0.64
NEFSX:
6.36%
USBOX:
6.26%
NEFSX:
19.53%
USBOX:
17.36%
NEFSX:
-61.82%
USBOX:
-72.83%
NEFSX:
-20.85%
USBOX:
-16.71%
Returns By Period
In the year-to-date period, NEFSX achieves a -12.00% return, which is significantly lower than USBOX's -6.10% return. Over the past 10 years, NEFSX has outperformed USBOX with an annualized return of 3.12%, while USBOX has yielded a comparatively lower 2.30% annualized return.
NEFSX
-12.00%
-10.76%
-13.39%
-0.79%
4.21%
3.12%
USBOX
-6.10%
-6.18%
-15.37%
-2.93%
5.67%
2.30%
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NEFSX vs. USBOX - Expense Ratio Comparison
NEFSX has a 1.14% expense ratio, which is lower than USBOX's 1.16% expense ratio.
Risk-Adjusted Performance
NEFSX vs. USBOX — Risk-Adjusted Performance Rank
NEFSX
USBOX
NEFSX vs. USBOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) and Pear Tree Quality Fund (USBOX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NEFSX vs. USBOX - Dividend Comparison
NEFSX's dividend yield for the trailing twelve months is around 0.12%, less than USBOX's 0.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFSX Natixis Funds Trust I U.S. Equity Opportunities Fund | 0.12% | 0.12% | 0.09% | 0.11% | 0.00% | 0.00% | 0.48% | 0.16% | 0.15% | 0.39% | 0.00% | 0.00% |
USBOX Pear Tree Quality Fund | 0.18% | 0.17% | 0.35% | 0.48% | 0.22% | 0.50% | 0.83% | 0.72% | 0.92% | 1.18% | 1.00% | 1.90% |
Drawdowns
NEFSX vs. USBOX - Drawdown Comparison
The maximum NEFSX drawdown since its inception was -61.82%, smaller than the maximum USBOX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for NEFSX and USBOX. For additional features, visit the drawdowns tool.
Volatility
NEFSX vs. USBOX - Volatility Comparison
Natixis Funds Trust I U.S. Equity Opportunities Fund (NEFSX) has a higher volatility of 12.25% compared to Pear Tree Quality Fund (USBOX) at 10.39%. This indicates that NEFSX's price experiences larger fluctuations and is considered to be riskier than USBOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.