Nuance Mid Cap Value
Performance
11/03/2008 - 2/28/2021
YTD 2021 | 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 Mid Cap Value Composite (Gross) |
1.02 | 16.99 | 11.19 | 14.71 | 10.95 | 13.32 | 15.63 | 499.64 | 13.72 | 1.10 |
---|---|---|---|---|---|---|---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
0.91 | 16.21 | 10.42 | 13.94 | 10.22 | 12.49 | 14.82 | 449.78 | 13.75 | 1.04 |
Russell Midcap Value Index |
7.50 | 27.72 | 8.93 | 12.44 | 8.78 | 10.65 | 13.19 | 360.70 | 17.88 | 0.71 |
S&P MidCap 400 Value Index |
10.80 | 34.18 | 9.90 | 13.44 | 9.17 | 10.67 | 13.27 | 364.83 | 19.37 | 0.66 |
S&P 500 Index |
1.72 | 31.29 | 14.12 | 16.81 | 13.03 | 13.42 | 14.14 | 410.89 | 14.84 | 0.92 |
Performance
11/03/2008- 12/31/2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | |
Nuance Mid Cap Value Composite (Gross) |
(4.13) | 38.69 | 21.08 | 4.04 | 22.02 | 35.45 | 9.79 | 2.95 | 21.87 | 16.18 | (4.18) | 32.52 | 5.52 |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
(4.13) | 38.20 | 20.01 | 3.38 | 20.61 | 34.24 | 9.14 | 2.33 | 21.05 | 15.42 | (4.88) | 31.62 | 4.79 |
Russell Midcap Value Index | (5.60) | 34.21 | 24.75 | (1.38) | 18.51 | 33.46 | 14.75 | (4.78) | 20.00 | 13.34 | (12.29) | 27.06 | 4.96 |
S&P Midcap 400 Value Index | (3.99) | 33.73 | 22.78 | (2.43) | 18.53 | 34.25 | 12.10 | (6.65) | 26.53 | 12.32 | (11.88) | 26.08 | 3.73 |
S&P 500 Index | (5.95) | 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 Mid-Cap Value Peer Group
11/30/2008 - 12/31/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Mid Cap Value Composite (Gross) |
16.45 | 13.70 | 1.17 |
---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
15.63 | 13.72 | 1.10 |
Morningstar Mid-Cap Value Funds Peer Group (Median) |
12.66 | 17.89 | 0.66 |
Peer Group
(Percentile/Ranking) |
1st (2 of 302) | 1st (3 of 302) | 1st (1 of 302) |
Lipper Mid-Cap Value Funds Peer Group
11/30/2008 - 12/31/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Mid Cap Value Composite (Gross) |
16.45 | 13.70 | 1.17 |
---|---|---|---|
Nuance Mid Cap Value Composite
(Net) |
15.63 | 13.72 | 1.10 |
Lipper Mid-Cap Value Funds Peer Group (Median) |
12.79 | 18.55 | 0.63 |
Peer Group (Percentile/Ranking) |
1st (1 of 80) | 1st (1 of 80) | 1st (1 of 80) |