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Nuance Concentrated Value L-S Invt (NCLIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.81+0.11 (+1.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.11%
5-Year Average Return0.68%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Sept 28, 2023)17.11%
Worst 1 Yr Total Return (Sept 28, 2023)N/A
Best 3-Yr Total Return17.11%
Worst 3-Yr Total Return-2.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNCLIXCategory
YTD-2.11%9.18%
1-Month-4.65%-0.20%
3-Month-9.18%3.85%
1-Year-0.31%22.90%
3-Year-1.96%7.45%
5-Year0.68%7.00%
10-Year0.00%4.81%
Last Bull Market-2.83%11.80%
Last Bear Market5.31%-12.04%

Annual Total Return (%) History

Year
NCLIXCategory
2023
N/AN/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
20235.44%2.11%N/AN/A
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)

YTD70
1-Month89
3-Month100
1-Year68
3-Year90
5-Year85

Load Adjusted Returns

1-Year3.76%
3-Year-1.57%
5-Year1.47%
10-YearN/A