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Nationwide Small Cap Index R (GMSRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.83+0.02 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.09%
5-year average return6.04%
Number of years up11
Number of years down5
Best 1-yr total return (17 Jun 2024)38.19%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return38.19%
Worst 3-yr total return1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGMSRXCategory
YTD2.22%20.19%
1-month4.93%0.02%
3-month0.82%4.36%
1-year18.92%60.18%
3-year-2.50%11.32%
5-year7.74%13.88%
10-year6.86%11.19%
Last bull market28.18%27.98%
Last bear market-17.34%-24.08%

Annual total return (%) history

Year
GMSRXCategory
2024
N/AN/A
2023
16.09%N/A
2022
-21.15%N/A
2021
13.70%N/A
2020
19.22%10.99%
2019
24.43%23.75%
2018
-11.72%-12.72%
2017
13.80%12.28%
2016
20.60%20.78%
2015
-4.90%-5.38%
2014
4.32%3.79%
2013
38.19%37.39%
2012
15.79%15.46%
2011
-4.80%-4.07%
2010
26.23%25.61%
2009
26.30%31.80%
2008
-34.22%-36.56%
2007
N/A-1.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.90%N/AN/AN/A
20232.66%4.97%-5.40%13.88%
2022-7.79%-17.34%-2.39%5.98%
202112.41%3.99%-4.59%1.94%
2020-30.72%25.37%4.65%31.15%
201914.29%1.88%-2.55%9.67%
2018-0.29%7.52%3.37%-20.33%
20172.27%2.26%5.50%3.14%
2016-1.64%3.65%8.82%8.71%
20154.14%0.31%-12.05%3.50%
20140.95%1.86%-7.46%9.62%
201312.25%2.94%10.07%8.64%
201212.21%-3.59%5.16%1.78%
20117.77%-1.66%-22.01%15.18%
20108.68%-9.93%11.08%16.09%
2009-15.12%21.06%18.56%3.67%
2008-10.12%0.29%-1.17%-26.17%
20074.21%-3.27%-4.89%N/A

Rank in category (by total return)

YTD73
1-month44
3-month81
1-year75
3-year94
5-year87

Load adjusted returns

1-year18.92%
3-year-2.50%
5-year7.74%
10-year6.86%