Nuance Mid Cap Value
Performance
11/03/2008 - 11/30/2020
YTD 2020 | 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) |
2.0 | 3.8 | 8.9 | 12.1 | 11.3 | 14.4 | 15.5 | 473.6 | 13.8 | 1.1 |
---|---|---|---|---|---|---|---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
1.3 | 3.1 | 8.1 | 11.3 | 10.6 | 13.6 | 14.7 | 426.8 | 13.9 | 1.0 |
Russell Midcap Value Index |
0.3 | 3.4 | 4.2 | 8.0 | 7.9 | 10.8 | 12.4 | 309.0 | 17.9 | 0.7 |
S&P MidCap 400 Value Index |
(2.8) | 0.3 | 2.8 | 7.8 | 7.4 | 10.3 | 12.0 | 292.0 | 19.4 | 0.6 |
S&P 500 Index |
14.0 | 17.4 | 13.2 | 14.0 | 12.7 | 14.2 | 13.9 | 383.2 | 15.0 | 0.9 |
Performance
11/03/2008- 12/31/2008 | 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
Nuance Mid Cap Value Composite (Gross) |
(4.1) | 38.7 | 21.1 | 4.0 | 22.0 | 35.5 | 9.8 | 3.0 | 21.9 | 16.2 | (4.2) | 32.5 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
(4.1) | 38.2 | 20.0 | 3.4 | 20.6 | 34.2 | 9.1 | 2.3 | 21.1 | 15.4 | (4.9) | 31.6 |
Russell Midcap Value Index | (5.6) | 34.2 | 24.8 | (1.4) | 18.5 | 33.6 | 14.7 | (4.8) | 20.0 | 13.3 | (12.3) | 27.0 |
S&P Midcap 400 Value Index | (3.9) | 33.8 | 22.8 | (2.4) | 18.5 | 34.2 | 12.0 | (6.7) | 26.5 | 12.3 | (11.9) | 26.0 |
S&P 500 Index | (6.0) | 26.5 | 15.1 | 2.1 | 16.0 | 32.4 | 13.7 | 1.4 | 12.0 | 21.8 | (4.4) | 31.5 |
Morningstar Mid-Cap Value Peer Group
11/30/2008 - 9/30/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Mid Cap Value Composite (Gross) |
15.4 | 13.7 | 1.1 |
---|---|---|---|
Nuance Mid Cap Value Composite (Net) |
14.6 | 13.7 | 1.0 |
Morningstar Mid-Cap Value Funds Peer Group (Median) |
11.0 | 17.5 | 0.6 |
Peer Group
(Percentile/Ranking) |
1st (1 of 307) | 1st (3 of 307) | 1st (1 of 307) |
Lipper Mid-Cap Value Funds Peer Group
11/30/2008 - 9/30/2020
Since Inception APR | Since Inception Standard Deviation (A) | Since Inception Sharpe Ratio (A) | |
Nuance Mid Cap Value Composite (Gross) |
15.4 | 13.7 | 1.1 |
---|---|---|---|
Nuance Mid Cap Value Composite
(Net) |
14.6 | 13.7 | 1.0 |
Lipper Mid-Cap Value Funds Peer Group (Median) |
10.9 | 18.1 | 0.6 |
Peer Group (Percentile/Ranking) |
1st (1 of 78) | 1st (1 of 78) | 1st (1 of 78) |