Nuance Private Accounts

Nuance Concentrated Value

Performance
11/13/2008 – 10/31/2021


  YTD 2021 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)
9.25 22.95 13.36 11.23 9.46 12.79 15.09 519.68 12.63 1.15
Nuance Concentrated Value Composite
(Net)
8.58 22.06 12.53 10.42 8.68 12.01 14.36 470.10 12.61 1.10
Russell 3000 Value Index
22.40 44.97 13.84 12.40 9.73 12.78 12.45 358.13 15.83 0.75
S&P 500 Index
24.04 42.91 21.45 18.91 14.71 16.20 15.65 559.33 14.56 1.04

Performance


  11/13/08 – 12/31/08 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
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
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
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
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

Morningstar Value Peer Groups
11/30/2008 - 9/30/2021 


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
14.80 12.69 1.13
Nuance Concentrated Value Composite
(Net)
14.07 12.67 1.07
Morningstar Large Value Funds Peer Group 
(Median)
12.13 15.63 0.75
Peer Group (Percentile/Ranking) 9th (77 of 891) 7th (61 of 891) 1st (2 of 891)
Morningstar Mid-Cap Value Funds Peer Group (Median) 13.40 17.60 0.71
Peer Group (Percentile/Ranking) 26th (74 of 292) 1st (1 of 292) 1st (2 of 292)

Lipper Multi-Cap Value Funds Peer Group
11/30/2008 - 9/30/2021


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
14.80 12.69 1.13
Nuance Concentrated Value Composite
(Net)
14.07 12.67 1.07
Lipper Multi-Cap Value Funds Peer Group
(Median)
12.19 16.38 0.71
Peer Group
(Percentile/Ranking)
15th (48 of 336) 3rd (9 of 336) 1st (1 of 336)

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