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NMAVX vs. ACLAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NMAVX vs. ACLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuance Mid Cap Value Fund (NMAVX) and American Century Mid Cap Value Fund A Class (ACLAX). The values are adjusted to include any dividend payments, if applicable.

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NMAVX vs. ACLAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NMAVX
Nuance Mid Cap Value Fund
1.05%1.91%5.20%6.44%-5.26%11.10%4.41%30.71%-5.44%14.81%
ACLAX
American Century Mid Cap Value Fund A Class
0.93%8.52%8.18%5.93%-1.53%23.01%1.44%28.55%-12.93%11.31%

Returns By Period

In the year-to-date period, NMAVX achieves a 1.05% return, which is significantly higher than ACLAX's 0.93% return. Over the past 10 years, NMAVX has underperformed ACLAX with an annualized return of 7.57%, while ACLAX has yielded a comparatively higher 8.37% annualized return.


NMAVX

1D
0.48%
1M
-8.71%
YTD
1.05%
6M
3.78%
1Y
9.27%
3Y*
3.77%
5Y*
2.94%
10Y*
7.57%

ACLAX

1D
-0.34%
1M
-7.89%
YTD
0.93%
6M
0.87%
1Y
7.39%
3Y*
7.47%
5Y*
6.30%
10Y*
8.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NMAVX vs. ACLAX - Expense Ratio Comparison

Both NMAVX and ACLAX have an expense ratio of 1.22%.


Return for Risk

NMAVX vs. ACLAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NMAVX
NMAVX Risk / Return Rank: 2525
Overall Rank
NMAVX Sharpe Ratio Rank: 2828
Sharpe Ratio Rank
NMAVX Sortino Ratio Rank: 3131
Sortino Ratio Rank
NMAVX Omega Ratio Rank: 2323
Omega Ratio Rank
NMAVX Calmar Ratio Rank: 2424
Calmar Ratio Rank
NMAVX Martin Ratio Rank: 2121
Martin Ratio Rank

ACLAX
ACLAX Risk / Return Rank: 2121
Overall Rank
ACLAX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
ACLAX Sortino Ratio Rank: 2121
Sortino Ratio Rank
ACLAX Omega Ratio Rank: 1818
Omega Ratio Rank
ACLAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
ACLAX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NMAVX vs. ACLAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuance Mid Cap Value Fund (NMAVX) and American Century Mid Cap Value Fund A Class (ACLAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NMAVXACLAXDifference

Sharpe ratio

Return per unit of total volatility

0.68

0.53

+0.15

Sortino ratio

Return per unit of downside risk

1.10

0.87

+0.24

Omega ratio

Gain probability vs. loss probability

1.13

1.11

+0.02

Calmar ratio

Return relative to maximum drawdown

0.70

0.67

+0.03

Martin ratio

Return relative to average drawdown

2.21

2.51

-0.29

NMAVX vs. ACLAX - Sharpe Ratio Comparison

The current NMAVX Sharpe Ratio is 0.68, which is comparable to the ACLAX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of NMAVX and ACLAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NMAVXACLAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.68

0.53

+0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.22

0.43

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.50

0.48

+0.02

Sharpe Ratio (All Time)

Calculated using the full available price history

0.50

0.47

+0.03

Correlation

The correlation between NMAVX and ACLAX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

NMAVX vs. ACLAX - Dividend Comparison

NMAVX's dividend yield for the trailing twelve months is around 0.99%, less than ACLAX's 14.04% yield.


TTM20252024202320222021202020192018201720162015
NMAVX
Nuance Mid Cap Value Fund
0.99%1.00%7.55%1.78%9.05%11.98%0.61%5.91%7.16%7.05%1.83%4.24%
ACLAX
American Century Mid Cap Value Fund A Class
14.04%14.24%8.53%5.01%14.77%15.72%1.62%1.23%14.17%9.25%3.82%10.86%

Drawdowns

NMAVX vs. ACLAX - Drawdown Comparison

The maximum NMAVX drawdown since its inception was -30.93%, smaller than the maximum ACLAX drawdown of -51.37%. Use the drawdown chart below to compare losses from any high point for NMAVX and ACLAX.


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Drawdown Indicators


NMAVXACLAXDifference

Max Drawdown

Largest peak-to-trough decline

-30.93%

-51.37%

+20.44%

Max Drawdown (1Y)

Largest decline over 1 year

-9.80%

-10.99%

+1.19%

Max Drawdown (5Y)

Largest decline over 5 years

-18.40%

-17.55%

-0.85%

Max Drawdown (10Y)

Largest decline over 10 years

-30.93%

-39.24%

+8.31%

Current Drawdown

Current decline from peak

-8.71%

-8.01%

-0.70%

Average Drawdown

Average peak-to-trough decline

-3.77%

-6.29%

+2.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.11%

2.95%

+0.16%

Volatility

NMAVX vs. ACLAX - Volatility Comparison

Nuance Mid Cap Value Fund (NMAVX) and American Century Mid Cap Value Fund A Class (ACLAX) have volatilities of 3.57% and 3.69%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NMAVXACLAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.57%

3.69%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

7.57%

8.51%

-0.94%

Volatility (1Y)

Calculated over the trailing 1-year period

14.28%

15.58%

-1.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

13.21%

14.63%

-1.42%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.05%

17.48%

-2.43%