Nuance Private Accounts

Nuance Mid Cap Value

Performance
11/03/2008 - 10/31/2019


  YTD 2019 1
Year
3
Years APR
5
Years APR
7 Years APR 10
Year
APR
Since Inception APR Since Inception TR Since Inception Standard Deviation(A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
24.3 21.9 15.6 11.8 15.4 15.8 16.3 427.5 13.2 1.2
Nuance Mid Cap Value Composite
(Net)
23.6 21.1 14.9 11.0 14.7 15.0 15.5 388.1 13.3 1.1
Russell Midcap Value Index
20.1 10.1 8.9 6.9 11.7 12.9 13.1 285.4 16.0 0.8
S&P MidCap 400 Value Index
18.9 8.4 9.7 7.4 11.9 12.7 12.9 280.4 17.1 0.7
S&P 500 Index
23.2 14.3 14.9 10.8 13.9 13.7 13.4 297.0 13.7 0.9

Performance


  11/03/2008- 12/31/2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Nuance Mid Cap Value Composite
(Gross)
(4.1) 38.7 21.1 4.0 22.0 35.5 9.8 3.0 21.9 16.2 (4.2)
Nuance Mid Cap Value Composite
(Net)
(4.1) 38.2 20.0 3.4 20.6 34.2 9.1 2.3 21.1 15.4 (4.9)
Russell Midcap Value Index (5.6) 34.2 24.8 (1.4) 18.5 33.6 14.7 (4.8) 20.0 13.3 (12.3)
S&P Midcap 400 Value Index (3.9) 33.8 22.8 (2.4) 19.1 34.2 12.0 (6.7) 26.5 12.3 (11.9)
S&P 500 Index (6.0) 26.5 15.1 2.1 16.0 32.4 13.7 1.4 12.0 21.8 (4.4)

Morningstar Mid-Cap Value Peer Group
11/30/2008 - 9/30/2019


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
17.1 13.2 1.3
Nuance Mid Cap Value Composite
(Net)
16.3 13.2 1.2
Morningstar Mid-Cap Value Peer Group
(Median)
13.1 15.9 0.8
Peer Group
(Percentile/Ranking)
1st (1 of 306) 1st (4 of 306) 1st (1 of 306)

Lipper Mid-Cap Value Funds Peer Group
11/30/2008 - 9/30/2019


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
17.1 13.2 1.3
Nuance Mid Cap Value Composite
(Net)
16.3 13.2 1.2
Lipper Mid-Cap Value Funds Peer Group
(Median)
12.9 16.1 0.7
Peer Group
(Percentile/Ranking)
1st (1 of 103) 1st (1 of 103) 1st (1 of 103)

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.  Close Continue

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.  Close Continue

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.  Close Continue

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.  Close Continue

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.  Close Continue

You are now leaving the Mutual Funds Site and entering the Nuance Investments site.

Close Continue

You are now leaving the Nuance Investments Site and entering the Mutual Fund site.

Close Continue