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Nationwide Bailard Cogntv Val A (NWHDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.89-0.12 (-0.75%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.38%
5-Year Average Return9.54%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 9, 2024)35.46%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return35.46%
Worst 3-Yr Total Return1.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWHDXCategory
YTD-1.42%26.79%
1-Month-5.32%-1.77%
3-Month2.00%4.45%
1-Year19.46%71.02%
3-Year1.98%9.35%
5-Year8.29%12.17%
10-Year6.68%9.95%
Last Bull Market26.51%28.07%
Last Bear Market-15.05%-24.24%

Annual Total Return (%) History

Year
NWHDXCategory
2024
N/AN/A
2023
15.20%N/A
2022
-13.24%N/A
2021
35.46%N/A
2020
8.47%4.02%
2019
20.83%21.43%
2018
-17.16%-15.46%
2017
3.58%8.54%
2016
25.35%25.99%
2015
-3.65%-6.71%
2014
5.55%3.34%
2013
29.65%36.22%
2012
15.23%16.00%
2011
0.47%-4.45%
2010
27.92%26.17%
2009
20.08%31.32%
2008
-33.22%-32.24%
2007
-5.32%-6.08%
2006
N/A16.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.12%N/AN/AN/A
2023-2.68%3.65%-1.17%15.56%
2022-3.05%-15.05%-4.79%10.64%
202121.10%5.27%-1.07%7.41%
2020-34.38%20.70%3.11%32.82%
201912.96%0.63%-1.08%7.45%
2018-1.48%4.44%-0.65%-18.97%
2017-2.42%0.35%4.86%0.86%
20160.09%4.65%6.58%12.29%
20152.88%-2.40%-7.88%4.17%
20140.46%6.04%-6.57%6.04%
201310.82%1.66%6.12%8.45%
201211.08%-5.44%6.28%3.23%
20118.79%0.00%-21.21%17.22%
20107.07%-5.74%10.45%14.76%
2009-14.94%17.72%16.16%3.23%
2008-7.65%0.20%-5.08%-23.97%
20071.47%5.40%-4.98%-6.83%
20060.23%8.68%N/AN/A

Rank In Category (By Total Return)

YTD54
1-Month30
3-Month42
1-Year22
3-Year59
5-Year41

Load Adjusted Returns

1-Year12.59%
3-Year-0.01%
5-Year7.02%
10-Year6.05%