Nasdaq - Delayed Quote USD

Nationwide Bailard Intl Eqs A (NWHJX)

9.39 +0.10 (+1.08%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.62%
5y Average Return 6.37%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Apr 23, 2024) 29.82%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 29.82%
Worst 3Y Total Return -1.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWHJX
Category
YTD
7.99%
9.07%
1-Month
3.67%
-1.09%
3-Month
7.99%
5.12%
1-Year
20.44%
33.76%
3-Year
4.88%
8.50%
5-Year
7.35%
10.08%
10-Year
4.02%
5.80%
Last Bull Market
32.06%
14.90%
Last Bear Market
-14.55%
-23.70%

Annual Total Return (%) History

Year
NWHJX
Category
2024
--
--
2023
21.49%
--
2022
-16.27%
--
2021
9.68%
--
2020
7.89%
9.30%
2019
21.41%
21.59%
2018
-20.04%
-14.59%
2017
24.23%
25.12%

2016
-2.57%
0.79%
2015
0.66%
-1.59%
2014
-2.23%
-4.98%
2013
21.42%
19.44%
2012
20.54%
18.29%
2011
-15.64%
-13.97%
2010
11.66%
10.24%
2009
29.82%
31.24%
2008
-45.06%
-43.99%
2007
18.31%
12.71%
2006
--
24.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.99% -- -- --
2023 8.92% 5.19% -3.75% 10.16%
2022 -6.74% -14.55% -10.11% 16.89%
2021 4.42% 4.79% -2.40% 2.70%
2020 -23.17% 15.65% 5.58% 15.02%
2019 10.72% 3.07% -1.97% 8.52%
2018 -0.11% -6.02% 0.23% -15.02%
2017 7.50% 5.49% 5.70% 3.63%
2016 -2.09% -2.13% 4.76% -2.95%
2015 4.61% 1.46% -8.84% 4.03%

2014 1.32% 2.73% -4.97% -1.16%
2013 4.58% -2.74% 9.99% 8.53%
2012 12.56% -6.18% 6.27% 7.41%
2011 2.65% 2.17% -22.71% 4.07%
2010 0.92% -12.73% 18.06% 7.39%
2009 -13.98% 23.02% 19.27% 2.86%
2008 -10.59% 0.34% -22.36% -21.12%
2007 4.58% 9.09% 5.22% -1.44%
2006 3.80% 11.01% -- --

Rank in Category (By Total Return)

YTD 7
1-Month 24
3-Month 7
1-Year 4
3-Year 18
5-Year 33

Load Adjusted Returns

1-Year 13.52%
3-Year 2.83%
5-Year 6.08%
10-Year 3.41%

Performance & Risk

YTD Return 5.62%
5y Average Return 6.37%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category Foreign Large Blend
Fund Family Nationwide
Net Assets 200.48M
YTD Return 7.99%
Yield 2.32%
Morningstar Rating
Inception Date Apr 04, 2006

Fund Summary

The fund will invest at least 80% of its net assets in the equity securities of issuers located in developed and, to a lesser extent, emerging market countries around the world. It will normally invest in established companies in Europe, the United Kingdom, Japan, Asia, Australia and Canada, among other areas. Under normal market conditions, the fund's holdings are spread across multiple industries and geographic regions.

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