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Nasdaq - Delayed Quote USD

Nationwide Inflation-Prot Secs Instl Svc (NWXNX)

9.02
+0.02
+(0.22%)
As of 8:06:47 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.62%
5y Average Return 1.29%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 16, 2025) 10.83%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 10.83%
Worst 3Y Total Return -2.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWXNX
Category
YTD
3.99%
2.01%
1-Month
0.69%
0.29%
3-Month
3.99%
2.93%
1-Year
6.03%
7.04%
3-Year
-0.05%
5.93%
5-Year
2.03%
3.88%
10-Year
2.17%
2.85%
Last Bull Market
5.27%
4.99%
Last Bear Market
-6.45%
3.43%

Annual Total Return (%) History

Year
NWXNX
Category
2025
--
--
2024
2.04%
--
2023
3.62%
--
2022
-12.34%
--
2021
4.97%
--
2020
10.83%
10.01%
2019
8.19%
7.92%
2018
-1.63%
-1.64%

2017
2.72%
2.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.99% -- -- --
2024 0.08% 0.78% 4.08% -2.79%
2023 3.50% -1.42% -2.68% 4.35%
2022 -3.47% -6.45% -4.90% 2.07%
2021 -1.75% 3.06% 1.60% 2.04%
2020 1.39% 4.30% 3.21% 1.54%
2019 3.17% 2.80% 1.33% 0.67%
2018 -0.71% 0.58% -0.86% -0.64%
2017 1.30% -0.57% 0.75% 1.23%

Rank in Category (By Total Return)

YTD 62
1-Month 38
3-Month 62
1-Year 56
3-Year 49
5-Year 65

Load Adjusted Returns

1-Year 6.03%
3-Year -0.05%
5-Year 2.03%
10-Year 2.17%

Performance & Risk

YTD Return 2.62%
5y Average Return 1.29%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Inflation-Protected Bond
Fund Family Nationwide
Net Assets 160.7M
YTD Return 3.99%
Yield 3.90%
Morningstar Rating
Inception Date Dec 06, 2016

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets in fixed-income securities (or "bonds") that are indexed or linked to the rate of inflation in the United States. It may invest up to 20% of its net assets in fixed-income securities that are not linked to inflation. In selecting securities, the subadviser typically maintains a dollar-weighted average portfolio maturity that is up to one year greater than or less than the dollar-weighted average portfolio maturity of the Bloomberg U.S. TIPS Index.

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