Nuance Private Accounts

Nuance Mid Cap Value

Performance
11/03/2008 - 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 Mid Cap Value Composite
(Gross)
12.8 26.0 12.5 17.4 16.6 17.6 330.2 13.7 1.3
Nuance Mid Cap Value Composite
(Net)
12.2 25.3 11.8 16.6 15.8 16.8 303.7 13.8 1.2
Russell Midcap Value Index
8.3 17.1 8.3 14.5 13.3 14.9 249.8 16.1 0.9
S&P MidCap 400 Value Index
7.7 20.7 9.3 14.9 13.4 14.9 248.1 16.8 0.9
S&P 500 Index
16.9 23.6 10.8 15.2 14.1 13.9 223.6 13.6 1.0

Performance


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

Morningstar Mid-Cap Value Peer Group
11/30/2008 - 09/30/2017


  Since Inception APR Since Inception Standard Deviation (A) Since Inception Sharpe Ratio (A)
Nuance Mid Cap Value Composite
(Gross)
18.5 13.6 1.3
Nuance Mid Cap Value Composite
(Net)
17.6 13.7 1.3
Morningstar Mid-Cap Value Peer Group
(Median)
15.2 15.9 0.9
Peer Group
(Percentile/Ranking)
5th (18 of 322) 8th (26 of 322) 1st (2 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 Mid Cap Value Composite
(Gross)
18.5 13.6 1.3
Nuance Mid Cap Value Composite
(Net)
17.6 13.7 1.3
Lipper Mid-Cap Value Funds Peer Group
(Median)
15.3 15.6 0.9
Peer Group
(Percentile/Ranking)
7th (9 of 111) 1st (2 of 111) 1st (1 of 111)

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