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Nationwide Ziegler Equity Income Fund Class A (NWGYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.060.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.35%
5-year average return8.80%
Number of years up11
Number of years down3
Best 1-yr total return (3 Feb 2019)29.61%
Worst 1-yr total return (3 Feb 2019)-34.80%
Best 3-yr total return29.61%
Worst 3-yr total return-8.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWGYXCategory
YTD-13.51%4.44%
1-month4.19%-4.04%
3-month6.04%4.09%
1-year-2.24%14.37%
3-year3.99%6.04%
5-year7.11%9.20%
10-year10.44%8.57%
Last bull market23.23%22.97%
Last bear market-14.12%-11.27%

Annual total return (%) history

Year
NWGYXCategory
2020
N/A2.91%
2019
25.53%25.04%
2018
-6.90%-8.53%
2017
17.98%15.94%
2016
13.24%14.81%
2015
-2.40%-4.05%
2014
11.06%10.21%
2013
29.61%31.21%
2012
10.65%14.57%
2011
7.69%-0.75%
2010
17.12%13.66%
2009
17.58%24.13%
2008
-34.80%-37.09%
2007
0.46%1.42%
2006
21.73%18.15%
2005
N/A5.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.56%12.03%N/AN/A
201910.25%3.24%1.99%8.13%
2018-0.91%0.02%5.26%-10.76%
20173.60%1.34%4.30%7.74%
20161.44%4.63%1.29%5.34%
20150.36%-1.91%-6.51%6.04%
20142.53%4.44%-1.41%5.20%
201313.34%1.64%3.32%8.90%
20126.91%0.44%5.19%-2.04%
20116.59%1.24%-12.20%13.66%
20105.79%-9.60%11.04%10.28%
2009-15.64%13.67%15.64%6.05%
2008-9.96%-2.42%-5.03%-21.86%
20071.44%5.52%-1.24%-4.97%
20067.88%0.57%4.36%7.51%
20051.83%-2.70%N/AN/A

Rank in category (by total return)

YTD83
1-month46
3-month83
1-year75
3-year58
5-year53

Load adjusted returns

1-year-7.86%
3-year1.95%
5-year5.85%
10-year9.79%