Nasdaq - Delayed Quote USD

Nationwide Loomis All Cap Gr A (NWZLX)

21.30 +0.03 (+0.14%)
At close: 8:00:57 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 39.38%
5y Average Return 17.05%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Dec 16, 2024) 43.29%
Worst 1Y Total Return (Dec 16, 2024) --
Best 3Y Total Return 43.29%
Worst 3Y Total Return 2.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWZLX
Category
YTD
33.16%
12.38%
1-Month
8.49%
5.09%
3-Month
13.20%
10.28%
1-Year
40.31%
41.70%
3-Year
11.60%
22.56%
5-Year
16.49%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
32.42%
25.99%
Last Bear Market
-23.17%
-17.29%

Annual Total Return (%) History

Year
NWZLX
Category
2024
--
--
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
2024 12.19% 4.15% 4.99% --
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 33
1-Month 16
3-Month 13
1-Year 25
3-Year 9
5-Year 51

Load Adjusted Returns

1-Year 32.24%
3-Year 9.42%
5-Year 15.12%
10-Year --

Performance & Risk

YTD Return 39.38%
5y Average Return 17.05%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.22
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 208.45M
YTD Return 33.16%
Yield 0.00%
Morningstar Rating
Inception Date Jun 27, 2018

Fund Summary

Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest 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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