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Nationwide WCM Focused Sm Cp R6 (NWKEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.12-0.10 (-0.32%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.32%
5-Year Average Return6.61%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Apr 23, 2024)28.99%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return28.99%
Worst 3-Yr Total Return0.99%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWKEXCategory
YTD5.54%20.19%
1-Month4.11%0.02%
3-Month5.54%4.36%
1-Year19.59%60.18%
3-Year5.93%11.32%
5-Year9.24%13.88%
10-Year8.82%11.19%
Last Bull Market39.28%27.98%
Last Bear Market-8.96%-24.08%

Annual Total Return (%) History

Year
NWKEXCategory
2024
N/AN/A
2023
23.27%N/A
2022
-14.69%N/A
2021
19.19%N/A
2020
1.30%10.99%
2019
28.99%23.75%
2018
-8.49%-12.72%
2017
13.98%12.28%
2016
23.50%20.78%
2015
-4.56%-5.38%
2014
11.65%3.79%
2013
N/A37.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.54%N/AN/AN/A
20238.79%6.37%-5.29%12.47%
2022-6.44%-8.96%-6.96%7.64%
202111.28%1.25%-3.65%9.78%
2020-34.33%22.41%1.71%23.89%
201911.11%4.42%3.42%7.50%
2018-1.66%4.66%4.76%-15.12%
20171.83%2.78%6.47%2.28%
2016-1.23%3.66%8.87%10.79%
20154.57%-2.56%-10.52%4.68%
20141.90%3.49%-4.67%11.06%
20138.47%N/AN/AN/A

Rank In Category (By Total Return)

YTD48
1-Month35
3-Month48
1-Year47
3-Year20
5-Year56

Load Adjusted Returns

1-Year19.59%
3-Year5.93%
5-Year9.24%
10-Year8.82%