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Nasdaq - Delayed Quote USD
Nationwide Bailard Intl Eqs A (NWHJX)
9.31
-0.60
(-6.05%)
At close: April 4 at 8:01:46 PM EDT
Fund Summary
The fund invests at least 80% of its net assets in the equity securities. Equity securities represent an ownership interest in the issuer. Common stocks are the most common type of equity securities. The fund may also invest in equity securities of U.S. companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.23% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 1.31% |
| 5y Average Return | 12.27% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWHJX | Category Average | NWHJX | Category Average | NWHJX | Category Average | |
| Alpha | 3.93 | -0.01 | 1.77 | -0.01 | -0.08 | 0.01 |
| BETA | 1.05 | 0.01 | 1.01 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.8 | 0.01 | 1.12 | 0.01 | 0.48 | 0.01 |
| R-squared | 95.06 | 0.95 | 94.6 | 0.94 | 94.09 | 0.93 |
| Standard Deviation | 17.48 | 0.18 | 16.08 | 0.15 | 15.07 | 0.15 |
| Sharpe Ratio | 0.3 | 0 | 0.67 | 0.01 | 0.26 | 0 |
| Treynor Ratio | 3.68 | 0.07 | 9.97 | 0.09 | 2.87 | 0.05 |
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