Canada markets closed

Nationwide WCM Focused Sm Cp Instl Svc (NWGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
30.40+0.15 (+0.50%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.62%
5-Year Average Return6.76%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 21, 2024)37.25%
Worst 1 Yr Total Return (Apr 21, 2024)N/A
Best 3-Yr Total Return37.25%
Worst 3-Yr Total Return0.91%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWGSXCategory
YTD5.53%20.19%
1-Month4.12%0.02%
3-Month5.53%4.36%
1-Year19.49%60.18%
3-Year5.85%11.32%
5-Year9.16%13.88%
10-Year8.73%11.19%
Last Bull Market39.15%27.98%
Last Bear Market-8.94%-24.08%

Annual Total Return (%) History

Year
NWGSXCategory
2024
N/AN/A
2023
23.18%N/A
2022
-14.76%N/A
2021
19.11%N/A
2020
1.19%10.99%
2019
28.88%23.75%
2018
-8.61%-12.72%
2017
13.89%12.28%
2016
23.39%20.78%
2015
-4.60%-5.38%
2014
11.58%3.79%
2013
37.25%37.39%
2012
18.12%15.46%
2011
-4.00%-4.07%
2010
35.16%25.61%
2009
20.59%31.80%
2008
-31.74%-36.56%
2007
N/A-1.10%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.53%N/AN/AN/A
20238.80%6.33%-5.31%12.45%
2022-6.47%-8.94%-6.98%7.59%
202111.30%1.23%-3.68%9.76%
2020-34.33%22.39%1.72%23.78%
201911.07%4.41%3.40%7.48%
2018-1.69%4.62%4.75%-15.17%
20171.80%2.76%6.44%2.28%
2016-1.26%3.63%8.85%10.78%
20154.54%-2.56%-10.50%4.64%
20141.87%3.46%-4.68%11.07%
201311.50%2.56%10.65%8.48%
201213.12%-3.48%6.32%1.75%
20119.15%-0.20%-23.93%15.86%
20109.92%-9.63%15.72%17.58%
2009-18.31%16.76%19.66%5.66%
2008-7.75%-0.85%2.12%-26.91%
20072.86%-11.69%-9.28%N/A

Rank In Category (By Total Return)

YTD48
1-Month35
3-Month48
1-Year48
3-Year20
5-Year58

Load Adjusted Returns

1-Year19.49%
3-Year5.85%
5-Year9.16%
10-Year8.73%