NMVZX - Nuance Mid Cap Value Z

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.62%
5-year average return7.24%
Number of years up3
Number of years down2
Best 1-yr total return (25 May 2023)31.17%
Worst 1-yr total return (25 May 2023)N/A
Best 3-yr total return31.17%
Worst 3-yr total return3.64%

Trailing returns (%) vs. Benchmarks

ReturnNMVZXCategory
YTD1.62%21.28%
1-month-2.55%-1.96%
3-month-1.55%4.90%
1-year-0.69%55.83%
3-year8.20%11.08%
5-year7.24%11.93%
10-year0.00%10.64%
Last bull market24.22%25.54%
Last bear market-7.42%-22.08%

Annual total return (%) history

Year
NMVZXCategory
2023
N/AN/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
20233.28%N/AN/AN/A
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)

YTD6
1-month3
3-month2
1-year6
3-year99
5-year19

Load adjusted returns

1-year4.87%
3-year10.66%
5-year8.26%
10-yearN/A