# Nuance Concentrated Value Investor (NCAVX)

> Source: Nexqual · https://nexqual.com/NCAVX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Nuance Concentrated Value Investor (NCAVX), nexqual.com/NCAVX" · informational, not investment advice.

**Price:** USD 14.46 (-0.89% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 14.59 · day 14.46–14.46 · 52w 11.93–14.7 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +17.5% vs S&P 500 +13.4%; 5Y +33.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +17.5% | +33.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +17.6% | +6.0% |
| Volatility (annualized) | 13.4% | 14.5% |
| Max drawdown | -11.5% (Feb 2026→Mar 2026) | -18.1% (Jan 2022→Oct 2022) |

## Peers
NCVLX (Nuance Concentrated Value Fund ) USD 14.46 -0.00% · NMAVX (Nuance Mid Cap Value Fund Inves) USD 14.27 -0.00% · NDVCX (MFS New Discovery Value Fd Cl C) USD 15.9 +0.00% · NESIX (Needham Small Cap Growth Fund -) USD 29.63 +0.00% · NBMBX (Neuberger Berman Mid Cap Growth) USD 13.79 +0.00%

## More
Full page: https://nexqual.com/NCAVX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt