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Nasdaq - Delayed Quote USD

Nationwide Geneva Small Cap Gr R6 (NWKCX)

79.22
-1.39
(-1.72%)
At close: March 28 at 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -9.42%
5y Average Return 12.32%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Mar 28, 2025) 32.82%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 32.82%
Worst 3Y Total Return 0.21%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWKCX
Category
YTD
-4.77%
12.40%
1-Month
-7.85%
3.37%
3-Month
-12.23%
4.88%
1-Year
4.85%
55.69%
3-Year
4.35%
19.34%
5-Year
8.80%
20.72%
10-Year
10.20%
13.98%
Last Bull Market
24.04%
27.85%
Last Bear Market
-13.00%
-24.06%

Annual Total Return (%) History

Year
NWKCX
Category
2024
14.77%
--
2023
18.49%
--
2022
-24.42%
--
2021
12.35%
--
2020
32.82%
38.62%
2019
28.50%
27.68%
2018
-0.81%
-5.76%
2017
22.31%
21.50%

2016
10.91%
11.20%
2015
10.25%
-2.41%
2014
-2.80%
2.44%
2013
--
40.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.97% -1.22% 8.95% -0.30%
2023 8.30% 5.63% -6.30% 10.53%
2022 -13.92% -13.00% -4.55% 5.74%
2021 3.05% 4.90% -1.96% 6.02%
2020 -19.65% 30.03% 1.83% 24.84%
2019 15.53% 6.27% -2.41% 7.25%
2018 5.65% 5.98% 10.99% -20.19%
2017 6.40% 5.05% 6.31% 2.92%
2016 -1.20% 3.78% 4.47% 3.54%
2015 8.32% 2.56% -3.81% 3.17%

2014 -3.22% -2.32% -3.55% 6.59%
2013 7.51% -- -- --

Rank in Category (By Total Return)

YTD 75
1-Month 74
3-Month 77
1-Year 55
3-Year 27
5-Year 55

Load Adjusted Returns

1-Year 4.85%
3-Year 4.35%
5-Year 8.80%
10-Year 10.20%

Performance & Risk

YTD Return -9.42%
5y Average Return 12.32%
Rank in Category (ytd) 75
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Nationwide
Net Assets 1.49B
YTD Return -4.77%
Yield 0.00%
Morningstar Rating
Inception Date Jun 12, 2009

Fund Summary

The fund invests, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.

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