UK markets open in 1 hour 4 minutes

Nationwide Loomis Core Bond R6 (NWJIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.31+0.03 (+0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.59%
5-year average return0.19%
Number of years up6
Number of years down4
Best 1-yr total return (30 Jun 2024)9.84%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return9.84%
Worst 3-yr total return-3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWJIXCategory
YTD-0.96%-1.22%
1-month1.69%0.67%
3-month0.35%1.77%
1-year2.44%0.77%
3-year-2.69%5.26%
5-year0.35%3.02%
10-year1.54%3.31%
Last bull market8.23%3.52%
Last bear market-4.92%3.25%

Annual total return (%) history

Year
NWJIXCategory
2024
N/AN/A
2023
6.09%N/A
2022
-13.11%N/A
2021
-1.21%N/A
2020
8.50%7.52%
2019
9.84%8.06%
2018
-0.44%-0.50%
2017
3.39%3.71%
2016
4.14%3.23%
2015
-0.05%-0.26%
2014
5.12%5.18%
2013
N/A-1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.31%N/AN/AN/A
20233.00%-0.68%-2.86%6.76%
2022-5.74%-4.92%-4.45%1.47%
2021-3.27%2.03%0.08%0.01%
20201.42%4.92%1.04%0.92%
20193.66%3.26%2.35%0.26%
2018-1.50%-0.38%0.42%1.04%
20170.78%1.37%0.89%0.31%
20163.37%2.60%0.66%-2.45%
20151.67%-1.33%0.51%-0.87%
20141.97%1.91%-0.13%1.28%
20130.57%N/AN/AN/A

Rank in category (by total return)

YTD22
1-month54
3-month16
1-year22
3-year22
5-year19

Load adjusted returns

1-year2.44%
3-year-2.69%
5-year0.35%
10-year1.54%