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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
16.84%
5-year average return
14.14%
Number of years up
4
Number of years down
2
Best 1-yr total return (27 Jun 2024)
43.29%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
43.29%
Worst 3-yr total return
2.86%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
NWZLX
Category
YTD
8.98%
12.38%
1-month
4.20%
5.09%
3-month
-1.48%
10.28%
1-year
25.73%
41.70%
3-year
6.22%
22.56%
5-year
14.27%
21.98%
10-year
0.00%
15.99%
Last bull market
32.42%
25.99%
Last bear market
-23.17%
-17.29%
Annual total return (%) history
Year
NWZLX
Category
2024
N/A
N/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/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
12.19%
N/A
N/A
N/A
2023
18.17%
10.86%
-3.80%
13.70%
2022
-9.16%
-23.17%
-2.99%
6.30%
2021
2.73%
10.34%
-2.52%
5.00%
2020
-12.18%
23.88%
9.50%
9.38%
2019
16.04%
5.38%
-3.56%
10.25%
2018
1.42%
3.59%
5.66%
-12.76%
2017
6.49%
6.06%
N/A
N/A
Rank in category (by total return)
YTD
76
1-month
70
3-month
92
1-year
80
3-year
60
5-year
69
Load adjusted returns
1-year
18.50%
3-year
4.15%
5-year
12.93%
10-year
N/A
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