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Nuance Concentrated Value L-S Instl (NCLSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.33+0.03 (+0.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-8.29%
5-Year Average Return-1.76%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Apr 22, 2024)17.41%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return17.41%
Worst 3-Yr Total Return-2.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNCLSXCategory
YTD-10.06%9.18%
1-Month-0.12%-0.20%
3-Month-10.06%3.85%
1-Year-12.21%22.90%
3-Year-5.43%7.45%
5-Year-1.89%7.00%
10-Year0.00%4.81%
Last Bull Market-2.60%11.80%
Last Bear Market5.42%-12.04%

Annual Total Return (%) History

Year
NCLSXCategory
2024
N/AN/A
2023
3.02%N/A
2022
4.40%N/A
2021
-14.85%N/A
2020
6.22%7.89%
2019
4.78%11.90%
2018
5.35%-6.29%
2017
-2.05%11.18%
2016
17.41%2.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-10.06%N/AN/AN/A
20235.55%2.16%-9.08%5.08%
20226.20%5.42%-8.61%2.02%
2021-2.63%-0.93%-0.66%-11.14%
20206.24%2.76%-10.76%9.02%
20190.85%0.00%-1.50%5.47%
20181.86%-0.46%-3.76%7.97%
2017-0.52%-0.96%1.15%-1.71%
20164.50%2.11%5.06%4.73%

Rank In Category (By Total Return)

YTD100
1-Month98
3-Month100
1-Year100
3-Year96
5-Year97

Load Adjusted Returns

1-Year-12.21%
3-Year-5.43%
5-Year-1.89%
10-YearN/A