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Nationwide WCM Focused Sm Cp A (NWGPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.64+0.02 (+0.07%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.45%
5-Year Average Return6.03%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 29, 2024)36.85%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return36.85%
Worst 3-Yr Total Return0.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWGPXCategory
YTD5.44%20.19%
1-Month4.04%0.02%
3-Month5.44%4.36%
1-Year19.14%60.18%
3-Year5.54%11.32%
5-Year8.86%13.88%
10-Year8.43%11.19%
Last Bull Market38.88%27.98%
Last Bear Market-9.04%-24.08%

Annual Total Return (%) History

Year
NWGPXCategory
2024
N/AN/A
2023
22.84%N/A
2022
-15.01%N/A
2021
18.79%N/A
2020
0.93%10.99%
2019
28.58%23.75%
2018
-8.84%-12.72%
2017
13.56%12.28%
2016
23.07%20.78%
2015
-4.90%-5.38%
2014
11.25%3.79%
2013
36.85%37.39%
2012
17.72%15.46%
2011
-4.24%-4.07%
2010
34.74%25.61%
2009
20.17%31.80%
2008
-31.92%-36.56%
2007
N/A-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.44%N/AN/AN/A
20238.71%6.30%-5.39%12.35%
2022-6.52%-9.04%-7.02%7.51%
202111.25%1.12%-3.74%9.70%
2020-34.38%22.29%1.66%23.72%
201911.03%4.34%3.34%7.40%
2018-1.73%4.54%4.69%-15.23%
20171.73%2.70%6.36%2.20%
2016-1.32%3.56%8.78%10.71%
20154.49%-2.64%-10.60%4.56%
20141.82%3.40%-4.75%10.93%
201311.39%2.50%10.62%8.36%
201213.00%-3.56%6.28%1.64%
20119.09%-0.30%-23.96%15.79%
20109.87%-9.66%15.63%17.40%
2009-18.34%16.58%19.64%5.51%
2008-7.81%-0.92%1.99%-26.93%
20072.76%-11.70%-9.33%N/A

Rank In Category (By Total Return)

YTD50
1-Month37
3-Month50
1-Year52
3-Year23
5-Year64

Load Adjusted Returns

1-Year12.29%
3-Year3.47%
5-Year7.57%
10-Year7.79%