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Nationwide WCM Focused Sm Cp A (NWGPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.17+0.26 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.45%
5-year average return6.22%
Number of years up11
Number of years down5
Best 1-yr total return (2 May 2024)36.85%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return36.85%
Worst 3-yr total return0.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWGPXCategory
YTD-1.45%20.19%
1-month-6.53%0.02%
3-month2.65%4.36%
1-year13.04%60.18%
3-year1.85%11.32%
5-year6.03%13.88%
10-year8.01%11.19%
Last bull market25.21%27.98%
Last bear market-9.04%-24.08%

Annual total return (%) history

Year
NWGPXCategory
2024
N/AN/A
2023
22.84%N/A
2022
-15.01%N/A
2021
18.79%N/A
2020
0.93%10.99%
2019
28.58%23.75%
2018
-8.84%-12.72%
2017
13.56%12.28%
2016
23.07%20.78%
2015
-4.90%-5.38%
2014
11.25%3.79%
2013
36.85%37.39%
2012
17.72%15.46%
2011
-4.24%-4.07%
2010
34.74%25.61%
2009
20.17%31.80%
2008
-31.92%-36.56%
2007
N/A-1.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.44%N/AN/AN/A
20238.71%6.30%-5.39%12.35%
2022-6.52%-9.04%-7.02%7.51%
202111.25%1.12%-3.74%9.70%
2020-34.38%22.29%1.66%23.72%
201911.03%4.34%3.34%7.40%
2018-1.73%4.54%4.69%-15.23%
20171.73%2.70%6.36%2.20%
2016-1.32%3.56%8.78%10.71%
20154.49%-2.64%-10.60%4.56%
20141.82%3.40%-4.75%10.93%
201311.39%2.50%10.62%8.36%
201213.00%-3.56%6.28%1.64%
20119.09%-0.30%-23.96%15.79%
20109.87%-9.66%15.63%17.40%
2009-18.34%16.58%19.64%5.51%
2008-7.81%-0.92%1.99%-26.93%
20072.76%-11.70%-9.33%N/A

Rank in category (by total return)

YTD55
1-month69
3-month33
1-year60
3-year30
5-year75

Load adjusted returns

1-year6.54%
3-year-0.14%
5-year4.78%
10-year7.37%