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Nationwide Bailard Cogntv Val M (NWHFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.13+0.17 (+1.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.20%
5-year average return11.86%
Number of years up16
Number of years down6
Best 1-yr total return (30 May 2024)35.96%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return35.96%
Worst 3-yr total return1.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWHFXCategory
YTD-1.28%26.79%
1-month-5.28%-1.77%
3-month2.12%4.45%
1-year19.94%71.02%
3-year2.33%9.35%
5-year8.67%12.17%
10-year7.05%9.95%
Last bull market26.75%28.07%
Last bear market-15.02%-24.24%

Annual total return (%) history

Year
NWHFXCategory
2024
N/AN/A
2023
15.63%N/A
2022
-12.96%N/A
2021
35.96%N/A
2020
8.83%4.02%
2019
21.18%21.43%
2018
-16.85%-15.46%
2017
3.91%8.54%
2016
25.83%25.99%
2015
-3.30%-6.71%
2014
5.88%3.34%
2013
30.24%36.22%
2012
15.65%16.00%
2011
0.87%-4.45%
2010
28.50%26.17%
2009
20.64%31.32%
2008
-33.02%-32.24%
2007
-4.95%-6.08%
2006
22.15%16.27%
2005
5.78%6.40%
2004
16.66%21.14%
2003
39.87%42.38%
2002
-16.04%-10.12%
2001
N/A15.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.22%N/AN/AN/A
2023-2.52%3.72%-1.08%15.62%
2022-2.98%-15.02%-4.68%10.75%
202121.19%5.40%-0.99%7.50%
2020-34.29%20.88%3.09%32.92%
201913.05%0.63%-0.94%7.53%
2018-1.41%4.51%-0.61%-18.81%
2017-2.35%0.42%4.96%0.96%
20160.17%4.83%6.62%12.39%
20152.89%-2.23%-7.81%4.27%
20140.54%6.07%-6.44%6.12%
201310.94%1.81%6.20%8.58%
201211.21%-5.37%6.38%3.31%
20118.90%0.00%-21.06%17.34%
20107.09%-5.54%10.57%14.88%
2009-14.74%17.78%16.20%3.38%
2008-7.64%0.30%-4.97%-23.92%
20071.54%5.54%-4.89%-6.75%
200614.30%-2.06%0.30%8.79%
2005-2.32%4.91%2.64%0.57%
20045.24%0.62%-1.08%11.37%
2003-6.75%21.25%6.99%15.62%
200210.75%-3.81%-24.05%3.78%
2001-13.42%17.98%N/AN/A

Rank in category (by total return)

YTD51
1-month29
3-month39
1-year20
3-year55
5-year33

Load adjusted returns

1-year19.94%
3-year2.33%
5-year8.67%
10-year7.05%