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Nationwide Loomis All Cap Gr A (NWZLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.83-0.16 (-0.89%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.84%
5-year average return14.14%
Number of years up4
Number of years down2
Best 1-yr total return (27 Jun 2024)43.29%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return43.29%
Worst 3-yr total return2.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWZLXCategory
YTD8.98%12.38%
1-month4.20%5.09%
3-month-1.48%10.28%
1-year25.73%41.70%
3-year6.22%22.56%
5-year14.27%21.98%
10-year0.00%15.99%
Last bull market32.42%25.99%
Last bear market-23.17%-17.29%

Annual total return (%) history

Year
NWZLXCategory
2024
N/AN/A
2023
43.29%N/A
2022
-28.02%N/A
2021
16.03%N/A
2020
30.29%35.86%
2019
30.01%31.90%
2018
-3.16%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.19%N/AN/AN/A
202318.17%10.86%-3.80%13.70%
2022-9.16%-23.17%-2.99%6.30%
20212.73%10.34%-2.52%5.00%
2020-12.18%23.88%9.50%9.38%
201916.04%5.38%-3.56%10.25%
20181.42%3.59%5.66%-12.76%
20176.49%6.06%N/AN/A

Rank in category (by total return)

YTD76
1-month70
3-month92
1-year80
3-year60
5-year69

Load adjusted returns

1-year18.50%
3-year4.15%
5-year12.93%
10-yearN/A