UK markets closed

Nationwide R (GNWRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
31.93+0.09 (+0.28%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.26%
5-year average return14.14%
Number of years up16
Number of years down4
Best 1-yr total return (2 Jul 2024)30.00%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.00%
Worst 3-yr total return6.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGNWRXCategory
YTD14.07%5.31%
1-month2.66%-4.19%
3-month2.86%3.90%
1-year26.91%20.31%
3-year8.70%6.48%
5-year14.31%11.78%
10-year11.49%10.96%
Last bull market30.67%25.56%
Last bear market-16.97%-15.11%

Annual total return (%) history

Year
GNWRXCategory
2024
N/AN/A
2023
28.36%22.32%
2022
-19.58%-16.96%
2021
24.33%26.07%
2020
21.82%15.83%
2019
30.00%28.78%
2018
-6.83%-6.27%
2017
19.41%20.44%
2016
10.77%10.37%
2015
0.29%-1.07%
2014
11.46%10.96%
2013
29.74%31.50%
2012
14.01%14.96%
2011
-0.32%-1.27%
2010
12.18%14.01%
2009
25.31%28.17%
2008
-41.79%-37.79%
2007
7.35%6.16%
2006
13.24%14.17%
2005
7.19%5.88%
2004
9.34%10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.89%2.86%N/AN/A
20237.25%7.58%-3.45%15.23%
2022-4.67%-16.97%-5.32%7.31%
20214.93%8.64%0.23%8.82%
2020-18.88%21.55%9.73%12.60%
201914.17%4.08%0.90%8.43%
2018-0.48%2.20%7.74%-14.98%
20176.05%2.13%4.30%5.71%
20160.04%2.08%4.45%3.84%
20151.88%1.15%-8.27%6.09%
20141.64%5.86%0.51%3.07%
201310.25%2.74%4.99%9.09%
201211.27%-5.31%6.64%1.47%
20115.95%0.00%-16.01%12.02%
20105.44%-12.92%11.40%9.67%
2009-10.81%17.58%13.90%4.90%
2008-10.02%-1.16%-12.19%-25.45%
20071.22%6.23%2.72%-2.80%
20064.55%-2.09%3.75%6.63%
2005-0.58%0.75%4.65%2.26%
20042.08%-0.19%-2.94%10.57%

Rank in category (by total return)

YTD47
1-month58
3-month54
1-year13
3-year45
5-year39

Load adjusted returns

1-year26.91%
3-year8.70%
5-year14.31%
10-year11.49%