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Nuance Concentrated Value L-S Instl (NCLSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.30-0.03 (-0.36%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.29%
5-year average return-1.75%
Number of years up6
Number of years down2
Best 1-yr total return (24 Apr 2024)17.41%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return17.41%
Worst 3-yr total return-2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCLSXCategory
YTD-10.06%9.18%
1-month-0.12%-0.20%
3-month-10.06%3.85%
1-year-12.21%22.90%
3-year-5.43%7.45%
5-year-1.89%7.00%
10-year0.00%4.81%
Last bull market-2.60%11.80%
Last bear market5.42%-12.04%

Annual total return (%) history

Year
NCLSXCategory
2024
N/AN/A
2023
3.02%N/A
2022
4.40%N/A
2021
-14.85%N/A
2020
6.22%7.89%
2019
4.78%11.90%
2018
5.35%-6.29%
2017
-2.05%11.18%
2016
17.41%2.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-10.06%N/AN/AN/A
20235.55%2.16%-9.08%5.08%
20226.20%5.42%-8.61%2.02%
2021-2.63%-0.93%-0.66%-11.14%
20206.24%2.76%-10.76%9.02%
20190.85%0.00%-1.50%5.47%
20181.86%-0.46%-3.76%7.97%
2017-0.52%-0.96%1.15%-1.71%
20164.50%2.11%5.06%4.73%

Rank in category (by total return)

YTD100
1-month98
3-month100
1-year100
3-year96
5-year97

Load adjusted returns

1-year-12.21%
3-year-5.43%
5-year-1.89%
10-yearN/A