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) |