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Nuance Concentrated Value Investor (NCAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.41-0.05 (-0.40%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.17%
5-year average return5.25%
Number of years up8
Number of years down3
Best 1-yr total return (28 Apr 2024)33.16%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return33.16%
Worst 3-yr total return2.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCAVXCategory
YTD-0.17%21.28%
1-month4.59%-1.96%
3-month-0.17%4.90%
1-year4.43%55.83%
3-year2.92%11.08%
5-year6.06%11.93%
10-year6.27%10.64%
Last bull market23.36%25.54%
Last bear market-7.25%-22.08%

Annual total return (%) history

Year
NCAVXCategory
2024
N/AN/A
2023
9.66%N/A
2022
-5.13%N/A
2021
9.48%N/A
2020
2.81%2.63%
2019
27.34%25.18%
2018
-5.02%-12.86%
2017
10.73%13.22%
2016
18.68%18.06%
2015
-2.71%-5.41%
2014
7.41%9.31%
2013
33.16%35.14%
2012
N/A16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.17%N/AN/AN/A
20234.82%3.88%-11.13%13.32%
20220.07%-7.25%-10.15%13.76%
20214.31%4.16%-1.87%2.69%
2020-20.21%11.66%0.29%15.06%
201910.92%5.04%1.69%7.48%
2018-2.06%-0.99%3.14%-5.03%
20172.54%1.60%2.48%3.71%
20166.28%3.40%2.96%4.89%
20150.74%3.03%-8.65%2.60%
20145.73%4.48%-3.84%1.11%
201312.71%-0.08%7.63%9.85%
20124.86%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month83
3-month100
1-year100
3-year95
5-year98

Load adjusted returns

1-year-0.79%
3-year1.17%
5-year4.98%
10-year5.72%