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Nuance Mid Cap Value Z (NMVZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.18+0.09 (+0.74%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.07%
5-year average return5.38%
Number of years up4
Number of years down2
Best 1-yr total return (17 Apr 2024)31.17%
Worst 1-yr total return (17 Apr 2024)N/A
Best 3-yr total return31.17%
Worst 3-yr total return3.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNMVZXCategory
YTD0.22%21.28%
1-month3.92%-1.96%
3-month0.22%4.90%
1-year3.67%55.83%
3-year2.67%11.08%
5-year6.89%11.93%
10-year8.01%10.64%
Last bull market24.22%25.54%
Last bear market-7.42%-22.08%

Annual total return (%) history

Year
NMVZXCategory
2024
N/AN/A
2023
6.84%N/A
2022
-4.64%N/A
2021
11.40%N/A
2020
4.79%2.63%
2019
31.17%25.18%
2018
-4.94%-12.86%
2017
N/A13.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.22%N/AN/AN/A
20233.28%1.74%-9.50%12.34%
20220.67%-7.42%-8.74%12.11%
20215.11%3.21%-1.45%4.20%
2020-19.25%12.33%0.14%15.36%
201912.06%5.77%3.12%7.31%
2018-0.96%0.17%2.35%-6.39%
20173.01%4.93%N/AN/A

Rank in category (by total return)

YTD98
1-month95
3-month98
1-year100
3-year97
5-year94

Load adjusted returns

1-year3.67%
3-year2.67%
5-year6.89%
10-year8.01%