Nuance Private Accounts

Nuance Mid Cap Value

Performance
11/03/2008 - 9/30/2021


  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 Mid Cap Value Composite
(Gross)
7.55 24.37 12.12 12.86 11.63 15.60 15.43 538.25 13.53 1.10
Nuance Mid Cap Value Composite
(Net)
7.01 23.52 11.35 12.10 10.88 14.72 14.62 482.86 13.55 1.04
Russell Midcap Value Index
18.24 42.40 10.27 10.59 9.59 13.92 13.39 406.74 17.60 0.73
S&P MidCap 400 Value Index
21.01 55.72 9.56 11.45 10.22 14.34 13.40 407.64 19.11 0.68
S&P 500 Index
15.92 30.00 15.98 16.89 14.00 16.62 14.61 482.22 14.68 0.96

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 5.49
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
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 - 9/30/2021


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
16.07 13.43 1.16
Nuance Mid Cap Value Composite
(Net)
15.25 13.46 1.10
Morningstar Mid-Cap Value Funds Peer Group
(Median)
13.40 17.60 0.71
Peer Group
(Percentile/Ranking)
6th (18 of 292) 1st (2 of 292) 1st (1 of 292)

Lipper Mid-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 Mid Cap Value Composite
(Gross)
16.07 13.43 1.16
Nuance Mid Cap Value Composite
(Net)
15.25 13.46 1.10
Lipper Mid-Cap Value Funds Peer Group
(Median)
13.56 18.26 0.70
Peer Group
(Percentile/Ranking)
4th (4 of 96) 1st (1 of 96) 1st (1 of 96)

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