Nasdaq - Delayed Quote USD

Nationwide WCM Focused Sm Cp R6 (NWKEX)

28.88
+0.26
+(0.91%)
At close: 8:01:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -8.03%
5y Average Return 12.28%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (May 15, 2025) 28.99%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 28.99%
Worst 3Y Total Return 0.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWKEX
Category
YTD
-13.82%
20.19%
1-Month
-4.21%
0.02%
3-Month
-16.16%
4.36%
1-Year
-7.83%
60.18%
3-Year
2.61%
11.32%
5-Year
9.51%
13.88%
10-Year
6.15%
11.19%
Last Bull Market
15.16%
27.98%
Last Bear Market
-8.96%
-24.08%

Annual Total Return (%) History

Year
NWKEX
Category
2025
--
--
2024
5.51%
--
2023
23.28%
--
2022
-14.69%
--
2021
19.19%
--
2020
1.30%
10.99%
2019
28.99%
23.75%
2018
-8.49%
-12.72%

2017
13.98%
12.28%
2016
23.50%
20.78%
2015
-4.56%
-5.38%
2014
11.65%
3.79%
2013
--
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -10.03% -- -- --
2024 5.54% -2.79% 7.77% -4.58%
2023 8.79% 6.37% -5.29% 12.48%
2022 -6.44% -8.96% -6.96% 7.64%
2021 11.28% 1.25% -3.65% 9.78%
2020 -34.33% 22.41% 1.71% 23.89%
2019 11.11% 4.42% 3.42% 7.50%
2018 -1.66% 4.66% 4.76% -15.12%
2017 1.83% 2.78% 6.47% 2.28%
2016 -1.23% 3.66% 8.87% 10.79%

2015 4.57% -2.56% -10.52% 4.68%
2014 1.90% 3.49% -4.67% 11.06%
2013 8.47% -- -- --

Rank in Category (By Total Return)

YTD 92
1-Month 87
3-Month 92
1-Year 96
3-Year 71
5-Year 86

Load Adjusted Returns

1-Year -7.83%
3-Year 2.61%
5-Year 9.51%
10-Year 6.15%

Performance & Risk

YTD Return -8.03%
5y Average Return 12.28%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Nationwide
Net Assets 169.67M
YTD Return -13.82%
Yield 1.20%
Morningstar Rating
Inception Date Sep 18, 2013

Fund Summary

The fund invests primarily in stocks of U.S. small-cap companies that the subadviser believes have improving earnings growth potential and attractive valuation. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small-cap companies whose capitalization is within the range of the market capitalization of the companies in the Russell 2000® Index. The fund may invest up to 20% of its net assets in foreign securities.

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