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Nationwide Geneva Small Cap Growth Fund (NWHZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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79.29-0.05 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.45%
5-year average return8.76%
Number of years up11
Number of years down3
Best 1-yr total return (21 May 2024)42.21%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return42.21%
Worst 3-yr total return-0.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWHZXCategory
YTD0.27%12.40%
1-month-6.16%3.37%
3-month1.75%4.88%
1-year9.52%55.69%
3-year-2.62%19.34%
5-year6.96%20.72%
10-year10.03%13.98%
Last bull market27.18%27.85%
Last bear market-13.09%-24.06%

Annual total return (%) history

Year
NWHZXCategory
2024
N/AN/A
2023
18.05%N/A
2022
-24.71%N/A
2021
11.93%N/A
2020
32.36%38.62%
2019
28.02%27.68%
2018
-1.17%-5.76%
2017
21.84%21.50%
2016
10.50%11.20%
2015
9.81%-2.41%
2014
-3.18%2.44%
2013
42.21%40.91%
2012
15.87%13.15%
2011
0.14%-3.55%
2010
35.60%26.98%
2009
N/A35.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.86%N/AN/AN/A
20238.21%5.55%-6.40%10.43%
2022-14.00%-13.09%-4.65%5.63%
20212.95%4.79%-2.04%5.91%
2020-19.71%29.91%1.75%24.72%
201915.42%6.20%-2.51%7.14%
20185.56%5.88%10.88%-20.25%
20176.30%4.97%6.18%2.83%
2016-1.30%3.68%4.38%3.46%
20158.22%2.45%-3.91%3.07%
2014-3.33%-2.40%-3.65%6.50%
201310.75%5.09%13.76%7.41%
201211.51%-2.46%7.53%-0.93%
20118.85%-0.95%-16.94%11.82%
20106.89%-5.31%13.71%17.81%
200910.84%4.75%N/AN/A

Rank in category (by total return)

YTD46
1-month40
3-month60
1-year67
3-year29
5-year40

Load adjusted returns

1-year3.23%
3-year-4.52%
5-year5.70%
10-year9.38%