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Nasdaq - Delayed Quote USD
Nationwide BNY Mellon Dyn US Eq Inc K (NWAMX)
34.05
-0.05
(-0.15%)
As of 8:08:54 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.35% |
| 5y Average Return | 20.86% |
| Number of Years Up | 29 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Mar 31, 2025) | 34.45% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 34.45% |
| Worst 3Y Total Return | 7.50% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NWAMX
Category
- YTD
- 6.44%
- 4.44%
- 1-Month
- 1.47%
- -4.04%
- 3-Month
- -1.39%
- 4.09%
- 1-Year
- 18.11%
- 14.37%
- 3-Year
- 10.22%
- 6.04%
- 5-Year
- 16.17%
- 9.20%
- 10-Year
- 11.34%
- 8.57%
- Last Bull Market
- 18.51%
- 22.97%
- Last Bear Market
- -12.18%
- -11.27%
Annual Total Return (%) History
Year
NWAMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.30% | -1.93% | 10.14% | -2.35% |
| 2023 | -0.40% | 2.95% | -0.36% | 6.40% |
| 2022 | 2.21% | -12.18% | -3.23% | 14.10% |
| 2021 | 12.30% | 7.92% | 0.18% | 10.73% |
| 2020 | -31.34% | 17.65% | 5.18% | 20.72% |
| 2019 | 12.19% | 3.55% | 2.20% | 8.07% |
| 2018 | -0.66% | 3.65% | 8.13% | -15.06% |
| 2017 | 5.52% | 1.83% | 3.59% | 6.97% |
| 2016 | -0.95% | 1.98% | 4.95% | 5.64% |
| 2015 | 1.97% | 0.10% | -6.62% | 7.66% |
| 2014 | 0.53% | 2.70% | 0.75% | 4.17% |
| 2013 | 8.10% | 1.57% | 6.47% | 10.85% |
| 2012 | 15.92% | -4.90% | 6.86% | -0.67% |
| 2011 | 6.50% | -0.55% | -18.36% | 8.35% |
| 2010 | 6.38% | -11.41% | 13.04% | 9.87% |
| 2009 | -11.36% | 14.24% | 18.22% | 5.51% |
| 2008 | -9.72% | -1.96% | -9.94% | -22.00% |
| 2007 | 1.30% | 6.76% | 3.25% | -2.47% |
| 2006 | 4.71% | -2.27% | 4.82% | 7.89% |
| 2005 | -0.94% | 1.01% | 3.66% | 2.44% |
| 2004 | 1.40% | -0.21% | -2.35% | 9.05% |
| 2003 | -3.30% | 12.14% | 2.08% | 11.32% |
| 2002 | -1.28% | -11.83% | -15.97% | 5.38% |
| 2001 | -12.14% | 5.34% | -15.40% | 10.73% |
| 2000 | 3.77% | -3.32% | 0.82% | -10.25% |
| 1999 | 3.10% | 6.98% | -6.47% | 14.59% |
| 1998 | 14.49% | 2.82% | -12.24% | 22.56% |
| 1997 | 0.64% | 17.30% | 9.32% | 2.24% |
| 1996 | 5.79% | 4.34% | 3.01% | 9.83% |
| 1995 | 8.49% | 9.64% | 8.25% | 6.28% |
| 1994 | -3.40% | -0.76% | 5.14% | -1.82% |
| 1993 | 5.02% | 1.00% | 2.76% | 2.60% |
| 1992 | -3.44% | 1.19% | 3.80% | 6.07% |
| 1991 | 13.94% | 0.04% | 6.02% | 10.58% |
| 1990 | -2.64% | 8.32% | -13.11% | 9.38% |
| 1989 | 7.51% | 8.33% | 11.77% | 3.19% |
| 1988 | 0.90% | 7.73% | -0.09% | 1.95% |
Rank in Category (By Total Return)
| YTD | 10 |
| 1-Month | 22 |
| 3-Month | 43 |
| 1-Year | 19 |
| 3-Year | 26 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 18.11% |
| 3-Year | 10.22% |
| 5-Year | 16.17% |
| 10-Year | 11.34% |
Performance & Risk
| YTD Return | 3.35% |
| 5y Average Return | 20.86% |
| Rank in Category (ytd) | 10 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | Nationwide |
| Net Assets | 639.42M |
| YTD Return | 6.44% |
| Yield | 1.69% |
| Morningstar Rating | |
| Inception Date | Dec 16, 2019 |
Fund Summary
The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities represent an ownership interest in the issuer. The fund also may invest up to 20% of its net assets in equity securities of foreign companies, which are companies organized under the laws of countries other than the United States.
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