Nuance Private Accounts

Nuance Concentrated Value

Performance
11/13/2008 – 10/31/2017


  YTD 2017 1 Year 3 Years APR 5 Years APR 7 Years APR Since Inception APR Since Inception TR Since Inception 
Standard
Deviation(A)
Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
9.3 17.5 9.1 15.1 14.9 17.6 327.6 12.5 1.4
Nuance Concentrated Value Composite
(Net)

8.6

16.7 8.4 14.3 14.2 16.9 305.3 12.5 1.3
Russell 3000 Value Index
8.5 18.3 8.1 13.5 12.8 13.1 201.8 14.7 0.9
S&P 500 Index
16.9 23.6 10.8 15.2 14.1 14.7 242.4 13.4 1.1

Performance


  11/13/08 – 12/31/08 2009 2010 2011 2012 2013 2014 2015 2016
Nuance Concentrated Value Composite
(Gross)
4.5 42.2 18.8 6.9 18.4 35.3 8.9 (1.3) 20.5
Nuance Concentrated Value Composite
(Net)
4.5 41.7 18.1 6.3 17.8 34.5 8.1 (2.0) 19.7
Russell 3000 Index 0.4 19.8 16.3 (0.1) 17.6 32.7 12.7 (4.1) 18.4
S&P 500 Index (0.5) 26.5 15.1 2.1 16.0 32.4 13.7 1.4 12.0

Morningstar Value Peer Groups
11/30/2008 - 09/30/2017 


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
17.2 12.6 1.4
Nuance Concentrated Value Composite
(Net)
16.5 12.6 1.3
Morningstar Large Value Peer Group
(Median)
12.9 14.4 0.9
Peer Group (Percentile/Ranking) 3rd (26 of 986) 14th  (142 of 986) 1st (5 of 986)
Morningstar Mid-Cap Value Peer Group (Median) 15.2 15.9 0.9
Peer Group (Percentile/Ranking) 23rd (73 of 322) 1st (3 of 322) 1st (1 of 322)

Lipper Multi-Cap Value Funds Peer Group
11/30/2008 - 09/30/2017


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Concentrated Value Composite
(Gross)
17.2 12.6 1.4
Nuance Concentrated Value Composite
(Net)
16.5 12.6 1.3
Lipper Multi-Cap Value Funds Peer Group
(Median)
13.4 15.3 0.9
Peer Group
(Percentile/Ranking)
9th (22 of 244) 5th (12 of  244) 1st (2 of 244)

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