Nasdaq - Delayed Quote USD

Nationwide Loomis All Cap Gr Instl Svc (NWZNX)

19.98
-0.16
(-0.79%)
At close: June 13 at 8:01:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.17%
5y Average Return 14.99%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Jun 9, 2025) 43.94%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 43.94%
Worst 3Y Total Return 3.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWZNX
Category
YTD
1.67%
12.38%
1-Month
10.60%
5.09%
3-Month
2.36%
10.28%
1-Year
24.56%
41.70%
3-Year
23.41%
22.56%
5-Year
15.50%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
27.65%
25.99%
Last Bear Market
-23.10%
-17.29%

Annual Total Return (%) History

Year
NWZNX
Category
2025
--
--
2024
33.77%
--
2023
43.94%
--
2022
-27.76%
--
2021
16.61%
--
2020
30.84%
35.86%
2019
30.51%
31.90%
2018
-2.95%
-2.09%

2017
--
27.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.17% -- -- --
2024 12.31% 4.26% 5.12% 8.68%
2023 18.31% 11.06% -3.78% 13.85%
2022 -9.08% -23.10% -2.94% 6.44%
2021 2.89% 10.47% -2.44% 5.16%
2020 -12.13% 24.02% 9.65% 9.50%
2019 16.11% 5.45% -3.43% 10.38%
2018 1.42% 3.68% 5.73% -12.71%
2017 6.48% 6.15% -- --

Rank in Category (By Total Return)

YTD 35
1-Month 13
3-Month 26
1-Year 8
3-Year 4
5-Year 37

Load Adjusted Returns

1-Year 24.56%
3-Year 23.41%
5-Year 15.50%
10-Year --

Performance & Risk

YTD Return 4.17%
5y Average Return 14.99%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Nationwide
Net Assets 192.59M
YTD Return 1.67%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2017

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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