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Nasdaq - Delayed Quote USD

Nationwide Loomis All Cap Gr A (NWZLX)

15.68
-0.05
(-0.32%)
At close: 8:01:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -15.47%
5y Average Return 12.57%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2025) 43.29%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 43.29%
Worst 3Y Total Return 2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWZLX
Category
YTD
-9.27%
12.38%
1-Month
-8.58%
5.09%
3-Month
-9.27%
10.28%
1-Year
7.76%
41.70%
3-Year
11.14%
22.56%
5-Year
16.51%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
27.32%
25.99%
Last Bear Market
-23.17%
-17.29%

Annual Total Return (%) History

Year
NWZLX
Category
2025
--
--
2024
33.26%
--
2023
43.29%
--
2022
-28.02%
--
2021
16.03%
--
2020
30.29%
35.86%
2019
30.01%
31.90%
2018
-3.16%
-2.09%

2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.27% -- -- --
2024 12.19% 4.15% 4.99% 8.63%
2023 18.17% 10.86% -3.80% 13.70%
2022 -9.16% -23.17% -2.99% 6.30%
2021 2.73% 10.34% -2.52% 5.00%
2020 -12.18% 23.88% 9.50% 9.38%
2019 16.04% 5.38% -3.56% 10.25%
2018 1.42% 3.59% 5.66% -12.76%
2017 6.49% 6.06% -- --

Rank in Category (By Total Return)

YTD 57
1-Month 64
3-Month 57
1-Year 21
3-Year 7
5-Year 59

Load Adjusted Returns

1-Year 1.57%
3-Year 8.96%
5-Year 15.13%
10-Year --

Performance & Risk

YTD Return -15.47%
5y Average Return 12.57%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.25
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 170.67M
YTD Return -9.27%
Yield 0.00%
Morningstar Rating
Inception Date Jun 27, 2018

Fund Summary

Under normal circumstances, the fund invests in equity securities, primarily common stocks, issued by companies of any size. It normally invests across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.

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