Nuance Private Accounts

Nuance Concentrated Value

Performance
11/13/2008 – 5/31/2022


  YTD 2022 1   Year 3   Year APR 5   Year APR 7   Year 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)
-0.90 -0.16 9.52 9.10 8.68 12.45 14.45 522.85 12.55 1.11
Nuance Concentrated Value Composite
(Net)
-1.20 -0.89 8.72 8.29 7.90 11.65 13.71 470.58 12.54 1.05
Russell 3000 Value Index
-4.76 0.35 12.69 9.38 8.73 11.95 11.68 346.93 15.75 0.71
S&P 500 Index
-12.76 -0.30 16.42 13.38 12.19 14.39 14.09 496.83 14.71 0.92

Performance


 
11/13/08 – 12/31/08
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
Nuance Concentrated Value Composite
(Gross)

4.47

42.24

18.79

6.85

18.41

35.33

8.88

(1.28)

20.49

12.11

(3.82)

28.92

4.25

10.80

Nuance Concentrated Value Composite
(Net)

4.47

41.70

18.13

6.29

17.79

34.45

8.07

(1.98)

19.70

11.29

(4.55)

28.00

3.48

9.99

Russell 3000 Index

0.37

19.76

16.23

(0.10)

17.55

32.69

12.70

(4.13)

18.40

13.19

(8.58)

26.26

2.87

25.37

S&P 500 Index

(0.47)

26.46

15.06

2.11

16.00

32.39

13.69

1.38

11.96

21.83

(4.38)

31.49

18.40

28.71

Morningstar Value Peer Groups
11/30/2008 - 3/31/2022 


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
14.50 12.60 1.11
Nuance Concentrated Value Composite
(Net)
13.76 12.59 1.05
Morningstar Large Value Funds Peer Group 
(Median)
12.31 15.64 0.76
Peer Group (Percentile/Ranking) 15th (130 of 876) 7th (58 of 876) 1st (5 of 876)
Morningstar Mid-Cap Value Funds Peer Group (Median) 13.53 17.46 0.72
Peer Group (Percentile/Ranking) 43rd (117 of 276) 1st (1 of 276) 1st (2 of 276)

Lipper Multi-Cap Value Funds Peer Group
11/30/2008 - 3/31/2022


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
14.50 12.60 1.11
Nuance Concentrated Value Composite
(Net)
13.76 12.59 1.05
Lipper Multi-Cap Value Funds Peer Group
(Median)
12.29 16.27 0.73
Peer Group
(Percentile/Ranking)
23rd (71 of 319) 3rd (9 of 319) 1st (2 of 319)

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