Nuance Concentrated Value
Performance
11/13/2008 – 11/30/2020
YTD 2020 | 1 Year | 3 Years APR | 5 Years APR | 7 Years APR | 10 Year APR |
Since Inception APR | Since Inception TR | Since Inception Standard Deviation(A) |
Since Inception Sharpe Ratio (A) | |
Nuance Concentrated Value Composite (Gross) |
0.8 | 2.6 | 7.8 | 10.2 | 9.3 | 12.8 | 15.2 | 448.2 | 13.0 | 1.1 |
---|---|---|---|---|---|---|---|---|---|---|
Nuance Concentrated Value Composite (Net) |
0.1 | 1.9 | 7.0 | 9.4 | 8.5 | 12.0 | 14.4 | 407.9 | 12.9 | 1.1 |
Russell 3000 Value Index |
(1.2) | 1.6 | 4.9 | 8.3 | 7.8 | 10.7 | 11.2 | 259.2 | 16.1 | 0.7 |
S&P 500 Index |
14.0 | 17.4 | 13.2 | 14.0 | 12.7 | 14.2 | 14.5 | 411.4 | 14.8 | 0.9 |
Performance
11/13/08 – 12/31/08 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
Nuance Concentrated Value Composite (Gross) |
4.5 | 42.2 | 18.8 | 6.9 | 18.4 | 35.3 | 8.9 | (1.3) | 20.5 | 12.1 | (3.8) | 28.9 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Nuance Concentrated Value Composite (Net) |
4.5 | 41.7 | 18.1 | 6.3 | 17.8 | 34.5 | 8.1 | (2.0) | 19.7 | 11.3 | (4.6) | 28.0 |
Russell 3000 Index | 0.4 | 19.8 | 16.3 | (0.1) | 17.6 | 32.7 | 12.7 | (4.1) | 18.4 | 13.2 | (8.6) | 26.2 |
S&P 500 Index | (0.5) | 26.5 | 15.1 | 2.1 | 16.0 | 32.4 | 13.7 | 1.4 | 12.0 | 21.8 | (4.4) | 31.5 |
Morningstar Value Peer Groups
11/30/2008 - 9/30/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Concentrated Value Composite (Gross) |
14.0 | 12.9 | 1.1 |
---|---|---|---|
Nuance Concentrated Value Composite (Net) |
13.3 | 12.9 | 1.0 |
Morningstar Large Value Funds Peer Group (Median) |
10.2 | 15.6 | 0.6 |
Peer Group (Percentile/Ranking) | 2nd (22 of 886) | 9th (80 of 886) | 1st (3 of 886) |
Morningstar Mid-Cap Value Funds Peer Group (Median) | 11.0 | 17.5 | 0.6 |
Peer Group (Percentile/Ranking) | 2nd (7 of 307) | 1st (2 of 307) | 1st (2 of 307) |
Lipper Multi-Cap Value Funds Peer Group
11/30/2008 - 9/30/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Concentrated Value Composite (Gross) |
14.0 | 12.9 | 1.1 |
---|---|---|---|
Nuance Concentrated Value Composite (Net) |
13.3 | 12.9 | 1.0 |
Lipper Multi-Cap Value Funds Peer Group (Median) |
10.1 | 16.4 | 0.6 |
Peer Group (Percentile/Ranking) |
2nd (6 of 307) | 3rd (11 of 307) | 1st (2 of 307) |