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Nuance Concentrated Value Investor (NCAVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.03+0.09 (+0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.62%
5-Year Average Return4.71%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Apr 17, 2024)33.16%
Worst 1 Yr Total Return (Apr 17, 2024)N/A
Best 3-Yr Total Return33.16%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNCAVXCategory
YTD-0.17%21.28%
1-Month4.59%-1.96%
3-Month-0.17%4.90%
1-Year4.43%55.83%
3-Year2.92%11.08%
5-Year6.06%11.93%
10-Year6.27%10.64%
Last Bull Market23.36%25.54%
Last Bear Market-7.25%-22.08%

Annual Total Return (%) History

Year
NCAVXCategory
2024
N/AN/A
2023
9.66%N/A
2022
-5.13%N/A
2021
9.48%N/A
2020
2.81%2.63%
2019
27.34%25.18%
2018
-5.02%-12.86%
2017
10.73%13.22%
2016
18.68%18.06%
2015
-2.71%-5.41%
2014
7.41%9.31%
2013
33.16%35.14%
2012
N/A16.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.17%N/AN/AN/A
20234.82%3.88%-11.13%13.32%
20220.07%-7.25%-10.15%13.76%
20214.31%4.16%-1.87%2.69%
2020-20.21%11.66%0.29%15.06%
201910.92%5.04%1.69%7.48%
2018-2.06%-0.99%3.14%-5.03%
20172.54%1.60%2.48%3.71%
20166.28%3.40%2.96%4.89%
20150.74%3.03%-8.65%2.60%
20145.73%4.48%-3.84%1.11%
201312.71%-0.08%7.63%9.85%
20124.86%N/AN/AN/A

Rank In Category (By Total Return)

YTD100
1-Month83
3-Month100
1-Year100
3-Year95
5-Year98

Load Adjusted Returns

1-Year-0.79%
3-Year1.17%
5-Year4.98%
10-Year5.72%