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Nasdaq - Delayed Quote USD

Nationwide BNY Mellon Dyn US Eq Inc Egl (NWAPX)

34.02
-0.05
(-0.15%)
As of 8:06:46 AM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 34.54%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return 3.38%
5y Average Return 20.97%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NWAPXCategory AverageNWAPXCategory AverageNWAPXCategory Average
Alpha -0.61 -0.01 0.42 -0.03 -1.18 -0.03
BETA 0.83 0.01 0.96 0.01 1 0.01
Mean Annual Return 0.93 0.01 1.42 0.01 1.02 0.01
R-squared 75.28 0.78 78.6 0.83 84.02 0.84
Standard Deviation 16.09 0.17 19.06 0.19 16.59 0.16
Sharpe Ratio 0.42 0 0.75 0 0.62 0.01
Treynor Ratio 7.05 0.04 14.18 0.07 9.46 0.08

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