Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCVLX (NUANCE CONCENTRATED VALUE FUND INSTITUTIONAL CLASS SHARES) | 6.90% | 13.79% | 6.34% | -1.58% | 4.30% | 6.87% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCVLX (NUANCE CONCENTRATED VALUE FUND INSTITUTIONAL CLASS SHARES) | 06/08/2011 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 13.79 | 6.34 | -1.58 | 4.30 | 6.87 | NA | … | … | 6.90 | 3.27 | 6.02 | 10.00 | -15.99 | -5.92 | 3.08 | 27.74 | -4.72 | 11.07 | 18.72 | -2.46 | 7.71 | 33.39 | 16.91 | -2.47 |
| Sharpe Ratio | NA | 0.89 | 0.21 | -0.27 | 0.15 | NA | NA | … | … | 0.83 | 0.02 | 0.18 | 0.52 | -0.89 | -0.34 | 0.09 | 2.63 | -0.58 | 1.93 | 1.20 | -0.16 | 0.72 | 2.93 | 1.36 | -0.17 |
| Standard Deviation(%) | NA | 12.52 | 13.97 | 16.12 | 16.25 | NA | NA | … | … | 13.61 | 16.00 | 13.02 | 12.22 | 19.55 | 17.61 | 31.04 | 9.97 | 10.63 | 5.42 | 15.39 | 15.71 | 10.63 | 11.38 | 12.54 | 25.18 |
| Draw Down(%) | NA | 11.54 | 19.58 | 34.36 | 34.36 | NA | NA | … | … | 11.54 | 18.56 | 8.26 | 16.13 | 18.34 | 17.93 | 31.48 | 5.17 | 11.79 | 3.27 | 9.25 | 14.50 | 10.03 | 5.71 | 10.25 | 15.88 |
| Yield(%) | 0.00 | 1.82 | 3.73 | 1.99 | 4.26 | 6.24 | 4.65 | … | … | 0.00 | 2.41 | 7.26 | 1.94 | 0.52 | 0.85 | 0.65 | 9.45 | 11.28 | 7.24 | 0.83 | 5.24 | 8.22 | 11.24 | 4.09 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCVLX (NUANCE CONCENTRATED VALUE FUND INSTITUTIONAL CLASS SHARES) |
-7.72%
Jun 2021 – Jun 2024 |
-2.29%
Apr 2021 – Apr 2026 |
2.77%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCVLX (NUANCE CONCENTRATED VALUE FUND INSTITUTIONAL CLASS SHARES) |
22.13%
Sep 2011 – Sep 2014 |
15.25%
Sep 2011 – Sep 2016 |
12.26%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart