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Nationwide WCM Focused Sm Cp R6 (NWKEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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31.40+0.28 (+0.90%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.58%
5-year average return6.60%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)28.99%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return28.99%
Worst 3-yr total return0.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWKEXCategory
YTD-1.35%20.19%
1-month-6.53%0.02%
3-month2.74%4.36%
1-year13.40%60.18%
3-year2.21%11.32%
5-year6.40%13.88%
10-year8.39%11.19%
Last bull market25.44%27.98%
Last bear market-8.96%-24.08%

Annual total return (%) history

Year
NWKEXCategory
2024
N/AN/A
2023
23.27%N/A
2022
-14.69%N/A
2021
19.19%N/A
2020
1.30%10.99%
2019
28.99%23.75%
2018
-8.49%-12.72%
2017
13.98%12.28%
2016
23.50%20.78%
2015
-4.56%-5.38%
2014
11.65%3.79%
2013
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.54%N/AN/AN/A
20238.79%6.37%-5.29%12.47%
2022-6.44%-8.96%-6.96%7.64%
202111.28%1.25%-3.65%9.78%
2020-34.33%22.41%1.71%23.89%
201911.11%4.42%3.42%7.50%
2018-1.66%4.66%4.76%-15.12%
20171.83%2.78%6.47%2.28%
2016-1.23%3.66%8.87%10.79%
20154.57%-2.56%-10.52%4.68%
20141.90%3.49%-4.67%11.06%
20138.47%N/AN/AN/A

Rank in category (by total return)

YTD53
1-month69
3-month31
1-year54
3-year24
5-year69

Load adjusted returns

1-year13.40%
3-year2.21%
5-year6.40%
10-year8.39%