Nasdaq - Delayed Quote • USD
Nationwide Mid Cap Market Idx R (GMXRX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.45% |
| 5y Average Return | 8.62% |
| Number of Years Up | 11 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 24, 2024) | 36.42% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 36.42% |
| Worst 3Y Total Return | 6.20% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GMXRX
Category
- YTD
- 9.69%
- 17.04%
- 1-Month
- 5.48%
- -0.01%
- 3-Month
- 9.69%
- 5.47%
- 1-Year
- 22.07%
- 50.44%
- 3-Year
- 5.93%
- 13.15%
- 5-Year
- 10.61%
- 13.75%
- 10-Year
- 8.94%
- 11.35%
- Last Bull Market
- 45.41%
- 25.95%
- Last Bear Market
- -15.60%
- -22.55%
Annual Total Return (%) History
Year
GMXRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.69% | -- | -- | -- |
| 2023 | 3.54% | 4.55% | -4.45% | 11.40% |
| 2022 | -5.11% | -15.60% | -2.69% | 10.53% |
| 2021 | 13.25% | 3.39% | -2.00% | 7.76% |
| 2020 | -29.97% | 23.76% | 4.49% | 24.18% |
| 2019 | 14.27% | 2.79% | -0.37% | 6.79% |
| 2018 | -0.97% | 4.04% | 3.63% | -17.50% |
| 2017 | 3.72% | 1.68% | 2.98% | 5.97% |
| 2016 | 3.59% | 3.72% | 3.91% | 7.13% |
| 2015 | 5.05% | -1.31% | -8.68% | 2.33% |
| 2014 | 2.79% | 4.14% | -4.21% | 6.16% |
| 2013 | 13.23% | 0.79% | 7.40% | 8.14% |
| 2012 | 13.27% | -5.04% | 5.24% | 3.46% |
| 2011 | 9.17% | -1.19% | -20.08% | 12.70% |
| 2010 | 8.83% | -9.75% | 12.88% | 13.29% |
| 2009 | -8.83% | 18.61% | 19.71% | 5.38% |
| 2008 | -9.03% | 5.13% | -11.00% | -25.72% |
| 2007 | 5.63% | -1.09% | -2.86% | -- |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 22 |
| 3-Month | 40 |
| 1-Year | 55 |
| 3-Year | 63 |
| 5-Year | 60 |
Load Adjusted Returns
| 1-Year | 22.07% |
| 3-Year | 5.93% |
| 5-Year | 10.61% |
| 10-Year | 8.94% |
Performance & Risk
| YTD Return | 4.45% |
| 5y Average Return | 8.62% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Nationwide |
| Net Assets | 624.33M |
| YTD Return | 9.69% |
| Yield | 0.64% |
| Morningstar Rating | |
| Inception Date | Dec 29, 1999 |
Fund Summary
The fund normally invests at least 80% of its net assets in equity securities of companies included in the S&P MidCap 400® Index. The S&P MidCap 400® Index includes approximately 400 stocks of mid-cap U.S. companies in a wide range of businesses. The adviser employs a "passive" management, or indexing, approach, which seeks to match approximately the performance of the S&P MidCap 400® Index before the deduction of fund expenses.
Related Tickers
BPTUX Baron Partners R6
142.91
+4.29%
BPTIX Baron Partners Institutional
142.94
+4.29%
BPTRX Baron Partners Retail
137.17
+4.29%
NEEGX Needham Growth Retail
65.02
0.00%
FSPTX Fidelity Select Technology
30.35
0.00%
MMECX Victory Integrity Discovery C
23.73
0.00%
MMEAX Victory Integrity Discovery A
39.11
0.00%
MMMMX Victory Integrity Discovery Member
39.22
0.00%
CMTFX Columbia Global Technology Growth Inst
76.15
0.00%
CTYRX Columbia Global Technology Growth Adv
77.33
0.00%
CGTUX Columbia Global Technology Growth Inst3
78.41
0.00%
CTCAX Columbia Global Technology Growth A
72.10
0.00%
CTHRX Columbia Global Technology Growth Inst2
78.04
0.00%
BREFX Baron Real Estate Retail
34.58
+0.06%
SSYGX BNY Mellon Small Cap Gr Y
34.55
0.00%
DADGX Dunham Small Cap Growth A
15.90
0.00%
OSCYX Invesco Main Street Small Cap Y
21.35
0.00%
DNDGX Dunham Small Cap Growth Fund
17.35
0.00%
OSSIX Invesco Main Street Small Cap R6
21.44
0.00%
OSCAX Invesco Main Street Small Cap A
21.07
0.00%
OSCNX Invesco Main Street Small Cap R
20.50
0.00%
OSCCX Invesco Main Street Small Cap C
19.34
0.00%
SIVIX State Street Instl Small-Cap Equity Inv
17.28
0.00%
VFMFX Vanguard US Multifactor Admiral
39.31
0.00%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
52.65
+1.45%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
42.12
+1.45%
BDAFX Baron Durable Advantage Fund
24.07
0.00%
RGLDX American Funds Global Insight R-3
22.10
0.00%
AGVFX American Funds Global Insight A
22.14
0.00%
BDAIX Baron Durable Advantage Fund
24.41
+0.04%
AASMX Thrivent Small Cap Stock A
21.96
0.00%
AGVDX American Funds Global Insight C
21.96
0.00%
CGVBX American Funds Global Insight 529-C
21.98
0.00%
CGVEX American Funds Global Insight 529-E
22.13
0.00%
CGVHX American Funds Global Insight 529-F-3
22.16
0.00%
RGLAX American Funds Global Insight R-1
22.16
0.00%
RGLHX American Funds Global Insight Fund
22.19
0.00%
RGLGX American Funds Global Insight Fund
22.24
0.00%
MRLSX AMG Renaissance Large Cap Growth I
18.02
0.00%
MISMX Matthews EM Sm Coms Instl
25.15
+1.33%
MSMLX Matthews EM Sm Coms Inv
25.17
+1.33%
MRLIX AMG Renaissance Large Cap Growth Z
17.66
0.00%
MRLTX AMG Renaissance Large Cap Growth N
17.76
0.00%
FITLX Fidelity U.S. Sustainability Index
22.73
0.00%
CMJAX Calvert US Mid Cap Core Rspnb Idx A
37.99
0.00%
FSKAX Fidelity Total Market Index
139.42
0.00%
JDEAX JPMorgan U.S. Research Enhanced Equity Fund
39.11
0.00%
CMCRX Calvert US Mid Cap Core Rspnb Idx R6
38.32
0.00%
CMJIX Calvert US Mid Cap Core Rspnb Idx I
38.38
0.00%
OLVAX JPMorgan Large Cap Value A
20.11
0.00%
TPWCX TIAA-CREF Funds - TIAA-CREF Social Choice Low Carbon Equity Fund
21.00
0.00%
JDEUX JPMorgan U.S. Research Enhanced Equity Fund
39.59
0.00%
JDESX JPMorgan U.S. Research Enhanced Equity Fund
39.65
0.00%
THGCX Thornburg International Equity C
21.85
0.00%
WMLIX Wilmington Large-Cap Strategy Instl
29.20
0.00%
JORNX Janus Henderson Global Select T
18.75
0.00%
OLVTX JPMorgan Large Cap Value R3
19.59
0.00%
HLQVX JPMorgan Large Cap Value I
19.65
0.00%
JORAX Janus Henderson Global Select A
18.85
0.00%
SPINX SEI S&P 500 Index A (SIIT)
21.35
0.00%
TGVAX Thornburg International Equity A
25.50
0.00%
JLVMX JPMorgan Large Cap Value R6
19.75
0.00%
OLVCX JPMorgan Large Cap Value C
18.99
0.00%
JLVZX JPMorgan Large Cap Value R2
19.88
0.00%
NSRKX Northern Global Sustainability Index Fund
21.57
0.00%
JLVRX JPMorgan Large Cap Value R5
19.92
0.00%
PDSIX PGIM Quant Solutions Large-Cap Index Fund
39.26
0.00%
OLVRX JPMorgan Large Cap Value R4
20.13
0.00%
NSGAX Columbia Select Large Cap Equity Fund
20.13
0.00%
THVRX Thornburg International Equity R4
25.22
0.00%
FXAIX Fidelity 500 Index
176.17
+0.02%
PSICX PGIM Quant Solutions Large-Cap Index C
37.95
0.00%
TGVRX Thornburg International Equity R3
25.46
0.00%
UNAVX USA Mutuals All Seasons Institutional
26.59
0.00%
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.67
+1.17%
MBXIX Catalyst/Millburn Hedge Strategy I
39.69
+1.17%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.73
+1.17%
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.03
+1.17%
MBXCX Catalyst/Millburn Hedge Strategy C
38.29
+1.16%
MBXAX Catalyst/Millburn Hedge Strategy A
39.39
+1.16%
JDMNX Janus Henderson Enterprise Fund
138.45
0.00%
JAENX Janus Henderson Enterprise T
134.32
0.00%
JDMAX Janus Henderson Enterprise Fund
129.08
0.00%
JMGRX Janus Henderson Enterprise I
137.29
0.00%
JGRTX Janus Henderson Enterprise Fund
127.65
0.00%
JDMRX Janus Henderson Enterprise Fund
119.80
0.00%
JGRCX Janus Henderson Enterprise Fund
109.24
0.00%
WESNX William Blair Emerg Mkts Sm Cp Gr N
20.34
+1.14%
FPBFX Fidelity Pacific Basin
29.23
+1.14%
CNPSX Consumer Staples UltraSector ProFund Svc
62.28
+1.14%
CNPIX Consumer Staples UltraSector ProFund Inv
71.67
+1.13%
SSSFX SouthernSun Small Cap, N
26.93
0.00%
SSSIX SouthernSun Small Cap, I
27.94
0.00%
SRFMX Sarofim Equity
15.28
0.00%
CVMIX Calvert Emerging Markets Equity I
16.51
+1.04%
CVMCX Calvert Emerging Markets Equity C
15.74
+1.03%
CVMAX Calvert Emerging Markets Equity A
16.36
+0.99%
CVMRX Calvert Emerging Markets Equity R6
16.45
+0.98%
VYCBX Voya Corporate Leaders 100 C
22.78
0.00%
GCPNX Gateway Equity Call Premium N
17.70
0.00%