Nuance Private Accounts

Nuance Mid Cap Value

Performance
11/03/2008 - 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 Mid Cap Value Composite
(Gross)
-1.09 0.80 10.88 10.54 10.95 14.26 14.89 559.04 13.42 1.07
Nuance Mid Cap Value Composite
(Net)
-1.36 0.12 10.13 9.78 10.21 13.48 14.09 499.14 13.44 1.01
Russell Midcap Value Index
-5.88 -0.06 13.36 9.09 8.54 12.31 12.87 417.65 17.48 0.71
S&P MidCap 400 Value Index
-5.20 -2.11 14.48 9.66 9.02 12.40 12.90 419.61 18.90

0.66

S&P 500 Index
-12.76 -0.30 16.42 13.38 12.19 14.39 13.58 463.95 14.85 0.88

Performance


 
11/03/08- 12/31/08
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
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

5.49

12.28

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

4.76

11.51

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

28.34

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

30.65

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

28.71

Morningstar Mid-Cap Value Peer Group
11/30/2008 - 3/31/2022


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
15.87 13.33 1.15
Nuance Mid Cap Value Composite
(Net)
15.06 13.35 1.09
Morningstar Mid-Cap Value Funds Peer Group
(Median)
13.53 17.46 0.72
Peer Group
(Percentile/Ranking)
8th (22 of 276) 1st (2 of 276) 1st (1 of 276)

Lipper Mid-Cap Value Funds Peer Group
11/30/2008 - 03/31/2022


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
15.87 13.33 1.15
Nuance Mid Cap Value Composite
(Net)
15.06 13.35 1.09
Lipper Mid-Cap Value Funds Peer Group
(Median)
13.62 17.46 0.72
Peer Group
(Percentile/Ranking)
8th (9 of 107) 1st (2 of 107) 1st (1 of 107)

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