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Nuance Concentrated Value Institutional (NCVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.870.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.11%
5-year average return6.08%
Number of years up9
Number of years down3
Best 1-yr total return (9 May 2024)33.39%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return33.39%
Worst 3-yr total return2.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNCVLXCategory
YTD-0.57%21.28%
1-month-0.48%-1.96%
3-month3.56%4.90%
1-year-0.74%55.83%
3-year1.56%11.08%
5-year5.37%11.93%
10-year6.37%10.64%
Last bull market16.14%25.54%
Last bear market-7.19%-22.08%

Annual total return (%) history

Year
NCVLXCategory
2024
N/AN/A
2023
9.99%N/A
2022
-4.92%N/A
2021
9.75%N/A
2020
3.08%2.63%
2019
27.73%25.18%
2018
-4.72%-12.86%
2017
11.06%13.22%
2016
19.05%18.06%
2015
-2.45%-5.41%
2014
7.72%9.31%
2013
33.39%35.14%
2012
16.91%16.60%
2011
N/A-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.09%N/AN/AN/A
20234.90%3.95%-11.05%13.41%
20220.14%-7.19%-10.08%13.76%
20214.37%4.25%-1.79%2.71%
2020-20.15%11.64%0.37%15.21%
201911.06%5.11%1.75%7.54%
2018-1.98%-0.88%3.24%-5.00%
20172.67%1.66%2.60%3.71%
20166.34%3.55%3.03%4.94%
20150.81%3.10%-8.57%2.66%
20145.79%4.59%-3.77%1.17%
201312.80%0.00%7.62%9.88%
201210.01%-3.35%4.76%4.96%
2011-11.82%10.49%N/AN/A

Rank in category (by total return)

YTD87
1-month1
3-month58
1-year99
3-year88
5-year93

Load adjusted returns

1-year-0.74%
3-year1.56%
5-year5.37%
10-year6.37%