Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCAVX (NUANCE CONCENTRATED VALUE FUND INVESTOR CLASS) | 4.89% | 11.76% | 5.41% | 3.58% | 6.49% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCAVX (NUANCE CONCENTRATED VALUE FUND INVESTOR CLASS) | 08/01/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 11.76 | 5.41 | 3.58 | 6.49 | NA | NA | … | … | 4.89 | 3.12 | 5.72 | 9.66 | -4.96 | 9.60 | 2.81 | 27.35 | -5.01 | 10.73 | 18.43 | -2.71 | 7.40 | 33.16 | 9.32 |
| Sharpe Ratio | NA | 0.87 | 0.19 | 0.08 | 0.34 | NA | NA | … | … | 0.80 | 0.02 | 0.16 | 0.50 | -0.40 | 0.99 | 0.08 | 2.60 | -0.61 | 1.86 | 1.19 | -0.17 | 0.70 | 2.91 | 1.98 |
| Standard Deviation(%) | NA | 12.48 | 13.96 | 13.86 | 15.15 | NA | NA | … | … | 13.60 | 15.97 | 13.03 | 12.21 | 16.16 | 9.63 | 30.99 | 9.97 | 10.60 | 5.44 | 15.31 | 15.74 | 10.62 | 11.38 | 12.26 |
| Draw Down(%) | NA | 11.54 | 19.69 | 19.69 | 31.56 | NA | NA | … | … | 11.54 | 18.56 | 8.26 | 16.20 | 18.45 | 7.65 | 31.56 | 5.19 | 11.96 | 3.34 | 9.27 | 14.51 | 10.10 | 5.79 | 5.03 |
| Yield(%) | 0.00 | 1.58 | 3.48 | 6.45 | 6.66 | 8.12 | 6.09 | … | … | 0.00 | 2.11 | 6.97 | 1.71 | 11.30 | 15.85 | 0.30 | 9.12 | 10.96 | 6.98 | 0.62 | 4.99 | 7.99 | 11.09 | 3.78 |
Data as of 06/08/2026, Common starting date is 08/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAVX (NUANCE CONCENTRATED VALUE FUND INVESTOR CLASS) |
0.33%
Sep 2019 – Sep 2022 |
3.08%
Apr 2021 – Apr 2026 |
5.41%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCAVX (NUANCE CONCENTRATED VALUE FUND INVESTOR CLASS) |
14.95%
Oct 2012 – Oct 2015 |
13.40%
Oct 2012 – Oct 2017 |
9.43%
Nov 2012 – Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart