Singapore markets closed

Nationwide Loomis Core Bond Fund (NWJIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.27+0.05 (+0.54%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.37%
5-year average return0.64%
Number of years up6
Number of years down4
Best 1-yr total return (2 May 2024)9.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return9.84%
Worst 3-yr total return-3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWJIXCategory
YTD-2.60%-1.22%
1-month-2.30%0.67%
3-month-2.64%1.77%
1-year-0.25%0.77%
3-year-3.13%5.26%
5-year0.38%3.02%
10-year1.49%3.31%
Last bull market8.23%3.52%
Last bear market-4.92%3.25%

Annual total return (%) history

Year
NWJIXCategory
2024
N/AN/A
2023
6.09%N/A
2022
-13.11%N/A
2021
-1.21%N/A
2020
8.50%7.52%
2019
9.84%8.06%
2018
-0.44%-0.50%
2017
3.39%3.71%
2016
4.14%3.23%
2015
-0.05%-0.26%
2014
5.12%5.18%
2013
N/A-1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.31%N/AN/AN/A
20233.00%-0.68%-2.86%6.76%
2022-5.74%-4.92%-4.45%1.47%
2021-3.27%2.03%0.08%0.01%
20201.42%4.92%1.04%0.92%
20193.66%3.26%2.35%0.26%
2018-1.50%-0.38%0.42%1.04%
20170.78%1.37%0.89%0.31%
20163.37%2.60%0.66%-2.45%
20151.67%-1.33%0.51%-0.87%
20141.97%1.91%-0.13%1.28%
20130.57%N/AN/AN/A

Rank in category (by total return)

YTD24
1-month24
3-month26
1-year23
3-year21
5-year17

Load adjusted returns

1-year-0.25%
3-year-3.13%
5-year0.38%
10-year1.49%