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Nationwide Loomis All Cap Gr R6 (NWZMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.40+0.06 (+0.35%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.62%
5-Year Average Return14.31%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 19, 2024)44.00%
Worst 1 Yr Total Return (May 19, 2024)N/A
Best 3-Yr Total Return44.00%
Worst 3-Yr Total Return3.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWZMXCategory
YTD4.77%12.38%
1-Month-6.73%5.09%
3-Month2.87%10.28%
1-Year27.48%41.70%
3-Year5.43%22.56%
5-Year12.10%21.98%
10-Year0.00%15.99%
Last Bull Market32.76%25.99%
Last Bear Market-23.11%-17.29%

Annual Total Return (%) History

Year
NWZMXCategory
2024
N/AN/A
2023
44.00%N/A
2022
-27.76%N/A
2021
16.57%N/A
2020
30.95%35.86%
2019
30.66%31.90%
2018
-2.88%-2.09%
2017
N/A27.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.33%N/AN/AN/A
202318.34%11.03%-3.77%13.88%
2022-9.05%-23.11%-2.93%6.42%
20212.82%10.51%-2.43%5.15%
2020-12.11%24.06%9.63%9.55%
201916.19%5.52%-3.46%10.39%
20181.42%3.75%5.72%-12.70%
20176.68%6.13%N/AN/A

Rank In Category (By Total Return)

YTD72
1-Month97
3-Month71
1-Year64
3-Year45
5-Year66

Load Adjusted Returns

1-Year27.48%
3-Year5.43%
5-Year12.10%
10-YearN/A