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Nationwide Geneva Small Cap Growth Fund (NWHZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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74.63+0.31 (+0.42%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.14%
5-Year Average Return7.14%
Number of Years Up11
Number of Years Down3
Best 1 Yr Total Return (Apr 25, 2024)42.21%
Worst 1 Yr Total Return (Apr 25, 2024)N/A
Best 3-Yr Total Return42.21%
Worst 3-Yr Total Return-0.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWHZXCategory
YTD6.86%12.40%
1-Month2.58%3.37%
3-Month6.86%4.88%
1-Year16.58%55.69%
3-Year1.07%19.34%
5-Year9.31%20.72%
10-Year10.18%13.98%
Last Bull Market35.07%27.85%
Last Bear Market-13.09%-24.06%

Annual Total Return (%) History

Year
NWHZXCategory
2024
N/AN/A
2023
18.05%N/A
2022
-24.71%N/A
2021
11.93%N/A
2020
32.36%38.62%
2019
28.02%27.68%
2018
-1.17%-5.76%
2017
21.84%21.50%
2016
10.50%11.20%
2015
9.81%-2.41%
2014
-3.18%2.44%
2013
42.21%40.91%
2012
15.87%13.15%
2011
0.14%-3.55%
2010
35.60%26.98%
2009
N/A35.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.86%N/AN/AN/A
20238.21%5.55%-6.40%10.43%
2022-14.00%-13.09%-4.65%5.63%
20212.95%4.79%-2.04%5.91%
2020-19.71%29.91%1.75%24.72%
201915.42%6.20%-2.51%7.14%
20185.56%5.88%10.88%-20.25%
20176.30%4.97%6.18%2.83%
2016-1.30%3.68%4.38%3.46%
20158.22%2.45%-3.91%3.07%
2014-3.33%-2.40%-3.65%6.50%
201310.75%5.09%13.76%7.41%
201211.51%-2.46%7.53%-0.93%
20118.85%-0.95%-16.94%11.82%
20106.89%-5.31%13.71%17.81%
200910.84%4.75%N/AN/A

Rank In Category (By Total Return)

YTD55
1-Month49
3-Month55
1-Year60
3-Year30
5-Year40

Load Adjusted Returns

1-Year9.88%
3-Year-0.90%
5-Year8.02%
10-Year9.53%