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Nationwide Bailard Cogntv Val Instl Svc (NWHHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.75+0.17 (+1.09%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.69%
5-year average return9.93%
Number of years up12
Number of years down5
Best 1-yr total return (27 Jun 2024)35.81%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return35.81%
Worst 3-yr total return1.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWHHXCategory
YTD3.13%26.79%
1-month4.53%-1.77%
3-month3.99%4.45%
1-year29.35%71.02%
3-year2.97%9.35%
5-year11.98%12.17%
10-year7.45%9.95%
Last bull market27.76%28.07%
Last bear market-15.02%-24.24%

Annual total return (%) history

Year
NWHHXCategory
2024
N/AN/A
2023
16.60%N/A
2022
-12.98%N/A
2021
35.81%N/A
2020
8.71%4.02%
2019
21.03%21.43%
2018
-17.02%-15.46%
2017
3.79%8.54%
2016
25.73%25.99%
2015
-3.32%-6.71%
2014
6.01%3.34%
2013
29.92%36.22%
2012
15.63%16.00%
2011
0.76%-4.45%
2010
28.38%26.17%
2009
20.44%31.32%
2008
-32.99%-32.24%
2007
-4.95%-6.08%
2006
N/A16.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.15%N/AN/AN/A
2023-2.59%3.75%-1.09%16.64%
2022-2.97%-15.02%-4.68%10.71%
202121.14%5.37%-1.01%7.48%
2020-34.32%20.85%3.03%32.93%
201913.02%0.63%-0.98%7.47%
2018-1.48%4.51%-0.65%-18.88%
2017-2.34%0.35%4.94%0.92%
20160.17%4.73%6.67%12.34%
20152.88%-2.24%-7.78%4.24%
20140.54%6.10%-6.44%6.22%
201310.85%1.81%6.20%8.40%
201211.21%-5.37%6.38%3.29%
20118.90%0.00%-21.15%17.34%
20107.09%-5.54%10.57%14.77%
2009-14.86%17.94%16.04%3.36%
2008-7.72%0.40%-5.06%-23.82%
20071.54%5.54%-4.89%-6.75%
20060.30%8.87%N/AN/A

Rank in category (by total return)

YTD50
1-month51
3-month31
1-year20
3-year52
5-year30

Load adjusted returns

1-year29.35%
3-year2.97%
5-year11.98%
10-year7.45%