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Nuance Concentrated Value L-S Invt (NCLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.32-0.01 (-0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.99%
5-year average return-1.66%
Number of years up6
Number of years down2
Best 1-yr total return (23 May 2024)17.11%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return17.11%
Worst 3-yr total return-3.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCLIXCategory
YTD-6.89%9.18%
1-month3.65%-0.20%
3-month-1.32%3.85%
1-year-13.09%22.90%
3-year-4.31%7.45%
5-year-1.70%7.00%
10-year0.00%4.81%
Last bull market-5.57%11.80%
Last bear market5.31%-12.04%

Annual total return (%) history

Year
NCLIXCategory
2024
N/AN/A
2023
2.78%N/A
2022
4.14%N/A
2021
-15.07%N/A
2020
5.92%7.89%
2019
4.52%11.90%
2018
5.11%-6.29%
2017
-2.50%11.18%
2016
17.11%2.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-10.17%N/AN/AN/A
20235.44%2.11%-9.08%5.00%
20226.20%5.31%-8.67%1.95%
2021-2.76%-0.85%-0.76%-11.23%
20206.12%2.71%-10.81%8.96%
20190.76%0.00%-1.61%5.42%
20181.78%-0.55%-3.80%7.95%
2017-0.79%-0.97%1.07%-1.81%
20164.40%2.11%4.97%4.65%

Rank in category (by total return)

YTD100
1-month1
3-month95
1-year100
3-year93
5-year97

Load adjusted returns

1-year-13.09%
3-year-4.31%
5-year-1.70%
10-yearN/A