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Nationwide Ziegler Equity Inc R6 (NWJAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.120.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return7.31%
5-year average return9.16%
Number of years up4
Number of years down2
Best 1-yr total return (3 Feb 2019)25.61%
Worst 1-yr total return (3 Feb 2019)-6.57%
Best 3-yr total return25.61%
Worst 3-yr total return7.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWJAXCategory
YTD-13.40%4.44%
1-month4.16%-4.04%
3-month5.97%4.09%
1-year-2.07%14.37%
3-year4.22%6.04%
5-year7.40%9.20%
10-year10.66%8.57%
Last bull market23.23%22.97%
Last bear market-14.12%-11.27%

Annual total return (%) history

Year
NWJAXCategory
2020
N/A2.91%
2019
25.61%25.04%
2018
-6.57%-8.53%
2017
18.38%15.94%
2016
13.57%14.81%
2015
-2.05%-4.05%
2014
11.45%10.21%
2013
N/A31.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-27.51%12.03%N/AN/A
201910.28%3.22%2.02%8.16%
2018-0.83%0.17%5.32%-10.70%
20173.67%1.49%4.37%7.80%
20161.44%4.71%1.44%5.40%
20150.44%-1.81%-6.48%6.20%
20142.61%4.51%-1.35%5.35%
20139.06%N/AN/AN/A

Rank in category (by total return)

YTD81
1-month47
3-month83
1-year74
3-year55
5-year48

Load adjusted returns

1-year-2.07%
3-year4.22%
5-year7.40%
10-year10.66%