Nasdaq - Delayed Quote USD

Nationwide Small Company Growth A (NWSAX)

11.56 -0.08 (-0.69%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.69%
5y Average Return 0.29%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Apr 18, 2024) 46.20%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 46.20%
Worst 3Y Total Return -11.29%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWSAX
Category
YTD
0.63%
12.40%
1-Month
0.63%
3.37%
3-Month
0.63%
4.88%
1-Year
9.96%
55.69%
3-Year
-8.97%
19.34%
5-Year
2.10%
20.72%
10-Year
7.66%
13.98%
Last Bull Market
22.16%
27.85%
Last Bear Market
-23.24%
-24.06%

Annual Total Return (%) History

Year
NWSAX
Category
2024
--
--
2023
19.58%
--
2022
-38.21%
--
2021
-5.52%
--
2020
46.20%
38.62%
2019
28.78%
27.68%
2018
1.49%
-5.76%
2017
27.99%
21.50%

2016
10.23%
11.20%
2015
6.72%
-2.41%
2014
2.08%
2.44%
2013
45.52%
40.91%
2012
--
13.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.63% -- -- --
2023 9.44% 6.68% -6.63% 9.69%
2022 -13.96% -23.24% -3.40% -3.14%
2021 -6.86% 4.34% -2.81% 0.03%
2020 -16.77% 36.12% 6.10% 21.63%
2019 19.24% 7.84% -3.92% 4.24%
2018 7.04% 10.77% 11.34% -23.12%
2017 8.30% 7.99% 4.01% 5.22%
2016 -5.77% 7.52% 9.35% -0.49%
2015 3.93% 1.39% -7.38% 9.35%

2014 -1.38% 1.16% -4.93% 7.63%
2013 15.13% 0.53% 16.98% 7.48%
2012 -3.32% 5.19% 2.91% --

Rank in Category (By Total Return)

YTD 98
1-Month 94
3-Month 98
1-Year 88
3-Year 91
5-Year 98

Load Adjusted Returns

1-Year 3.64%
3-Year -10.75%
5-Year 0.89%
10-Year 7.02%

Performance & Risk

YTD Return -7.69%
5y Average Return 0.29%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Nationwide
Net Assets 134.9M
YTD Return 0.63%
Yield 0.00%
Morningstar Rating
Inception Date Jan 03, 2012

Fund Summary

The fund normally invests at least 80% of its net assets in common stocks of small companies. It employs a "growth" style of investing. In other words, the fund's subadviser seeks companies whose earnings are expected to grow consistently faster than those of other companies. In pursuing this approach, the subadviser seeks to build a portfolio of exceptional small companies, purchased early in their corporate life cycle, that have the wherewithal to become exceptional large companies.

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