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Nuance Mid Cap Value Investor (NMAVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.54+0.09 (+0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.92%
5-year average return5.45%
Number of years up8
Number of years down2
Best 1-yr total return (1 May 2024)30.69%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return30.69%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNMAVXCategory
YTD0.12%21.28%
1-month3.91%-1.96%
3-month0.12%4.90%
1-year3.26%55.83%
3-year2.26%11.08%
5-year6.47%11.93%
10-year7.62%10.64%
Last bull market23.78%25.54%
Last bear market-7.49%-22.08%

Annual total return (%) history

Year
NMAVXCategory
2024
N/AN/A
2023
6.44%N/A
2022
-5.05%N/A
2021
10.97%N/A
2020
4.40%2.63%
2019
30.69%25.18%
2018
-5.41%-12.86%
2017
14.81%13.22%
2016
20.31%18.06%
2015
1.32%-5.41%
2014
8.15%9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.12%N/AN/AN/A
20233.19%1.64%-9.55%12.20%
20220.51%-7.49%-8.79%11.96%
20214.98%3.09%-1.51%4.11%
2020-19.29%12.26%-0.06%15.30%
201912.00%5.69%2.96%7.23%
2018-1.06%0.03%2.22%-6.51%
20173.51%2.85%2.85%4.86%
20164.58%2.88%2.86%8.71%
20151.35%2.71%-7.29%4.98%
20145.22%4.38%-4.14%2.73%

Rank in category (by total return)

YTD99
1-month96
3-month99
1-year100
3-year98
5-year96

Load adjusted returns

1-year-1.90%
3-year0.53%
5-year5.38%
10-year7.07%