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Nationwide Mid Cap Market Idx Instl Svc (NWXQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.98+0.04 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.42%
5-year average return9.44%
Number of years up5
Number of years down2
Best 1-yr total return (2 Jul 2024)25.60%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return25.60%
Worst 3-yr total return6.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWXQXCategory
YTD5.86%17.04%
1-month-1.63%-0.01%
3-month-3.63%5.47%
1-year12.99%50.44%
3-year3.97%13.15%
5-year9.73%13.75%
10-year8.58%11.35%
Last bull market29.48%25.95%
Last bear market-15.51%-22.55%

Annual total return (%) history

Year
NWXQXCategory
2024
N/AN/A
2023
15.89%N/A
2022
-13.45%N/A
2021
24.23%N/A
2020
13.00%12.39%
2019
25.60%26.21%
2018
-11.45%-11.15%
2017
15.76%15.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.84%-3.63%N/AN/A
20233.69%4.71%-4.29%11.52%
2022-4.97%-15.51%-2.58%10.65%
202113.45%3.46%-1.87%7.86%
2020-29.88%23.91%4.69%24.23%
201914.32%2.95%-0.22%6.95%
2018-0.87%4.21%3.69%-17.34%
20173.84%1.84%3.10%6.18%

Rank in category (by total return)

YTD42
1-month76
3-month57
1-year50
3-year48
5-year40

Load adjusted returns

1-year12.99%
3-year3.97%
5-year9.73%
10-year8.58%