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Nuance Concentrated Value L-S Invt (NCLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.00+0.00 (+0.01%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-9.40%
5-Year Average Return-1.58%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jul 14, 2024)17.11%
Worst 1 Yr Total Return (Jul 14, 2024)N/A
Best 3-Yr Total Return17.11%
Worst 3-Yr Total Return-3.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNCLIXCategory
YTD-9.47%9.18%
1-Month-3.72%-0.20%
3-Month0.77%3.85%
1-Year-13.58%22.90%
3-Year-5.14%7.45%
5-Year-2.00%7.00%
10-Year0.00%4.81%
Last Bull Market-5.57%11.80%
Last Bear Market5.31%-12.04%

Annual Total Return (%) History

Year
NCLIXCategory
2024
N/AN/A
2023
2.78%N/A
2022
4.14%N/A
2021
-15.07%N/A
2020
5.92%7.89%
2019
4.52%11.90%
2018
5.11%-6.29%
2017
-2.50%11.18%
2016
17.11%2.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-10.17%0.77%N/AN/A
20235.44%2.11%-9.08%5.00%
20226.20%5.31%-8.67%1.95%
2021-2.76%-0.85%-0.76%-11.23%
20206.12%2.71%-10.81%8.96%
20190.76%0.00%-1.61%5.42%
20181.78%-0.55%-3.80%7.95%
2017-0.79%-0.97%1.07%-1.81%
20164.40%2.11%4.97%4.65%

Rank In Category (By Total Return)

YTD99
1-Month95
3-Month50
1-Year100
3-Year95
5-Year97

Load Adjusted Returns

1-Year-13.58%
3-Year-5.14%
5-Year-2.00%
10-YearN/A