NCLIX - Nuance Concentrated Value L-S Invt

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.56%
5-year average return2.43%
Number of years up5
Number of years down2
Best 1-yr total return (6 Jun 2023)17.11%
Worst 1-yr total return (6 Jun 2023)N/A
Best 3-yr total return17.11%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

ReturnNCLIXCategory
YTD9.56%9.18%
1-month-1.00%-0.20%
3-month5.79%3.85%
1-year5.96%22.90%
3-year-3.13%7.45%
5-year2.43%7.00%
10-year0.00%4.81%
Last bull market-2.83%11.80%
Last bear market5.31%-12.04%

Annual total return (%) history

Year
NCLIXCategory
2023
N/AN/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
20235.44%N/AN/AN/A
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)

YTD9
1-month54
3-month23
1-year23
3-year95
5-year72

Load adjusted returns

1-year2.21%
3-year-2.27%
5-year2.17%
10-yearN/A