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) |