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Nationwide Bailard Cogntv Val Instl Svc (NWHHX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.06-0.12 (-0.74%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.49%
5-Year Average Return10.02%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (May 9, 2024)35.81%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return35.81%
Worst 3-Yr Total Return1.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWHHXCategory
YTD-1.34%26.79%
1-Month-5.27%-1.77%
3-Month2.05%4.45%
1-Year20.85%71.02%
3-Year2.57%9.35%
5-Year8.77%12.17%
10-Year7.06%9.95%
Last Bull Market27.76%28.07%
Last Bear Market-15.02%-24.24%

Annual Total Return (%) History

Year
NWHHXCategory
2024
N/AN/A
2023
16.60%N/A
2022
-12.98%N/A
2021
35.81%N/A
2020
8.71%4.02%
2019
21.03%21.43%
2018
-17.02%-15.46%
2017
3.79%8.54%
2016
25.73%25.99%
2015
-3.32%-6.71%
2014
6.01%3.34%
2013
29.92%36.22%
2012
15.63%16.00%
2011
0.76%-4.45%
2010
28.38%26.17%
2009
20.44%31.32%
2008
-32.99%-32.24%
2007
-4.95%-6.08%
2006
N/A16.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.15%N/AN/AN/A
2023-2.59%3.75%-1.09%16.64%
2022-2.97%-15.02%-4.68%10.71%
202121.14%5.37%-1.01%7.48%
2020-34.32%20.85%3.03%32.93%
201913.02%0.63%-0.98%7.47%
2018-1.48%4.51%-0.65%-18.88%
2017-2.34%0.35%4.94%0.92%
20160.17%4.73%6.67%12.34%
20152.88%-2.24%-7.78%4.24%
20140.54%6.10%-6.44%6.22%
201310.85%1.81%6.20%8.40%
201211.21%-5.37%6.38%3.29%
20118.90%0.00%-21.15%17.34%
20107.09%-5.54%10.57%14.77%
2009-14.86%17.94%16.04%3.36%
2008-7.72%0.40%-5.06%-23.82%
20071.54%5.54%-4.89%-6.75%
20060.30%8.87%N/AN/A

Rank In Category (By Total Return)

YTD53
1-Month29
3-Month40
1-Year17
3-Year51
5-Year31

Load Adjusted Returns

1-Year20.85%
3-Year2.57%
5-Year8.77%
10-Year7.06%