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Nationwide Inv Dest Mod Agrsv Instl Svc (NWWIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.13+0.03 (+0.30%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.61%
5-Year Average Return8.02%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)24.20%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return24.20%
Worst 3-Yr Total Return2.42%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWWIXCategory
YTD7.32%11.35%
1-Month1.15%0.99%
3-Month0.74%5.92%
1-Year14.74%32.83%
3-Year2.82%11.75%
5-Year7.99%11.53%
10-Year6.90%8.98%
Last Bull Market21.28%17.67%
Last Bear Market-14.08%-15.71%

Annual Total Return (%) History

Year
NWWIXCategory
2024
N/AN/A
2023
18.16%N/A
2022
-17.60%N/A
2021
15.11%N/A
2020
13.26%13.51%
2019
24.20%21.35%
2018
-8.45%-7.93%
2017
18.05%15.80%
2016
9.64%7.93%
2015
-2.01%-2.77%
2014
N/A5.71%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.53%0.74%N/AN/A
20235.58%4.69%-3.29%10.55%
2022-6.47%-14.08%-5.56%8.58%
20214.27%6.14%-1.14%5.21%
2020-21.54%18.56%6.74%14.07%
201911.30%3.54%0.16%7.60%
2018-0.63%0.93%3.48%-11.79%
20174.88%3.28%4.16%4.62%
20160.89%2.08%4.31%2.06%
20152.71%-0.23%-7.21%3.05%
20143.82%-2.86%2.15%N/A

Rank In Category (By Total Return)

YTD51
1-Month47
3-Month59
1-Year40
3-Year63
5-Year52

Load Adjusted Returns

1-Year14.74%
3-Year2.82%
5-Year7.99%
10-Year6.90%