Nationwide Bailard Cogntv Val M (NWHFX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return2.56%
5-Year Average Return9.93%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (May 9, 2024)35.96%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return35.96%
Worst 3-Yr Total Return1.54%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
ReturnNWHFXCategory
YTD-1.28%26.79%
1-Month-5.28%-1.77%
3-Month2.12%4.45%
1-Year19.94%71.02%
3-Year2.33%9.35%
5-Year8.67%12.17%
10-Year7.05%9.95%
Last Bull Market26.75%28.07%
Last Bear Market-15.02%-24.24%
Annual Total Return (%) History
YearNWHFXCategory
2024N/AN/A
202315.63%N/A
2022-12.96%N/A
202135.96%N/A
20208.83%4.02%
201921.18%21.43%
2018-16.85%-15.46%
20173.91%8.54%
201625.83%25.99%
2015-3.30%-6.71%
20145.88%3.34%
201330.24%36.22%
201215.65%16.00%
20110.87%-4.45%
201028.50%26.17%
200920.64%31.32%
2008-33.02%-32.24%
2007-4.95%-6.08%
200622.15%16.27%
20055.78%6.40%
200416.66%21.14%
200339.87%42.38%
2002-16.04%-10.12%
2001N/A15.92%
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
20244.22%N/AN/AN/A
2023-2.52%3.72%-1.08%15.62%
2022-2.98%-15.02%-4.68%10.75%
202121.19%5.40%-0.99%7.50%
2020-34.29%20.88%3.09%32.92%
201913.05%0.63%-0.94%7.53%
2018-1.41%4.51%-0.61%-18.81%
2017-2.35%0.42%4.96%0.96%
20160.17%4.83%6.62%12.39%
20152.89%-2.23%-7.81%4.27%
20140.54%6.07%-6.44%6.12%
201310.94%1.81%6.20%8.58%
201211.21%-5.37%6.38%3.31%
20118.90%0.00%-21.06%17.34%
20107.09%-5.54%10.57%14.88%
2009-14.74%17.78%16.20%3.38%
2008-7.64%0.30%-4.97%-23.92%
20071.54%5.54%-4.89%-6.75%
200614.30%-2.06%0.30%8.79%
2005-2.32%4.91%2.64%0.57%
20045.24%0.62%-1.08%11.37%
2003-6.75%21.25%6.99%15.62%
200210.75%-3.81%-24.05%3.78%
2001-13.42%17.98%N/AN/A
Rank In Category (By Total Return)
YTD51
1-Month29
3-Month39
1-Year20
3-Year55
5-Year33
Load Adjusted Returns
1-Year19.94%
3-Year2.33%
5-Year8.67%
10-Year7.05%
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