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Nasdaq - Delayed Quote USD

Nationwide Amundi Strat Inc A (NWXEX)

9.89
+0.02
+(0.20%)
At close: 8:01:47 PM EDT

Fund Summary

The fund employs a flexible investment approach, allocating across different types of debt securities with few limitations as to credit quality, geography, maturity or sector, with the goal of achieving a high level of current income. It may invest in U.S. government securities and foreign government bonds, as well as U.S. and foreign corporate bonds and debentures, asset-backed securities, mortgage-backed securities and convertible bonds. The fund also may invest in corporate loans.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 11.54%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 0.23%
5y Average Return 9.29%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.20
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
NWXEXCategory AverageNWXEXCategory AverageNWXEXCategory Average
Alpha 2.3 0.01 7.1 0.02 -- 0.02
BETA 0.2 0.01 0.26 0.01 -- 0.01
Mean Annual Return 0.51 0 0.76 0 -- 0
R-squared 18.54 0.16 10.48 0.16 -- 0.16
Standard Deviation 3.62 0.08 5.05 0.06 -- 0.05
Sharpe Ratio 0.45 0.01 1.22 0.01 -- 0.01
Treynor Ratio 7.96 0.06 24.71 0.06 -- 0.07

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