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Nuance Mid Cap Value Institutional (NMVLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.51+0.09 (+0.72%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.91%
5-year average return5.74%
Number of years up8
Number of years down2
Best 1-yr total return (1 May 2024)30.96%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return30.96%
Worst 3-yr total return3.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNMVLXCategory
YTD0.12%21.28%
1-month3.92%-1.96%
3-month0.12%4.90%
1-year3.55%55.83%
3-year2.55%11.08%
5-year6.74%11.93%
10-year7.91%10.64%
Last bull market24.08%25.54%
Last bear market-7.41%-22.08%

Annual total return (%) history

Year
NMVLXCategory
2024
N/AN/A
2023
6.73%N/A
2022
-4.73%N/A
2021
11.30%N/A
2020
4.65%2.63%
2019
30.96%25.18%
2018
-5.12%-12.86%
2017
15.00%13.22%
2016
20.72%18.06%
2015
1.56%-5.41%
2014
8.44%9.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.12%N/AN/AN/A
20233.20%1.73%-9.49%12.32%
20220.59%-7.41%-8.72%12.08%
20215.06%3.19%-1.48%4.21%
2020-19.25%12.34%0.04%15.31%
201912.07%5.68%3.12%7.24%
2018-0.98%0.14%2.25%-6.42%
20173.48%2.94%2.99%4.83%
20164.71%2.92%2.92%8.84%
20151.51%2.67%-7.23%5.03%
20145.27%4.49%-4.08%2.78%

Rank in category (by total return)

YTD99
1-month95
3-month99
1-year100
3-year97
5-year95

Load adjusted returns

1-year3.55%
3-year2.55%
5-year6.74%
10-year7.91%