Nasdaq - Delayed Quote USD
Nationwide Loomis All Cap Gr R6 (NWZMX)
At close: 8:00:57 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 44.00% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 39.99% |
| 5y Average Return | 17.58% |
| Rank in Category (ytd) | 28 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWZMX | Category Average | NWZMX | Category Average | NWZMX | Category Average | |
| Alpha | -0.16 | 0.03 | 0.9 | 0.04 | -- | 0.01 |
| BETA | 1.22 | 0.01 | 1.05 | 0.01 | -- | 0.01 |
| Mean Annual Return | 1.17 | 0.02 | 1.5 | 0.02 | -- | 0.01 |
| R-squared | 86.26 | 0.89 | 85.1 | 0.87 | -- | 0.87 |
| Standard Deviation | 22.92 | 0.2 | 20.71 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.44 | 0.01 | 0.75 | 0.01 | -- | 0.01 |
| Treynor Ratio | 6.52 | 0.21 | 13.78 | 0.21 | -- | 0.15 |
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