Other OTC - Delayed Quote • USD
Nationwide Mutual Funds - Nationwide American Century Small Cap Income Fund (NWUCX)
At close: January 30 at 3:00 PM EST
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 5.45% |
5y Average Return | 3.71% |
Number of Years Up | 10 |
Number of Years Down | 5 |
Best 1Y Total Return (Jan 30, 2023) | 40.53% |
Worst 1Y Total Return (Jan 30, 2023) | -- |
Best 3Y Total Return | 40.53% |
Worst 3Y Total Return | 0.80% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NWUCX
Category
- YTD
- 5.45%
- 26.79%
- 1-Month
- 5.45%
- -1.77%
- 3-Month
- 5.11%
- 4.45%
- 1-Year
- -1.88%
- 71.02%
- 3-Year
- 9.10%
- 9.35%
- 5-Year
- 3.71%
- 12.17%
- 10-Year
- 7.37%
- 9.95%
- Last Bull Market
- 57.60%
- 28.07%
- Last Bear Market
- -11.46%
- -24.24%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
YTD | 62 |
1-Month | 36 |
3-Month | 50 |
1-Year | 62 |
3-Year | 65 |
5-Year | 80 |
Load Adjusted Returns
1-Year | -12.75% |
3-Year | 5.67% |
5-Year | 3.10% |
10-Year | 7.43% |
Performance & Risk
YTD Return | 5.45% |
5y Average Return | 3.71% |
Rank in Category (ytd) | 62 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.17 |
Morningstar Risk Rating |
Fund Overview
Category | Small Value |
Fund Family | Nationwide |
Net Assets | 35.11M |
YTD Return | 5.45% |
Yield | 3.56% |
Morningstar Rating | |
Inception Date | Dec 21, 2007 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies. It may invest in equity securities issued by real estate investment trusts (REITs) and, depending on the appropriateness to the fund's strategy and availability in the marketplace, purchase securities of companies in initial public offerings (IPOs) or shortly thereafter, which can be subject to greater volatility than seasoned issuers.
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