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Nationwide Geneva Mid Cap Growth Fund (NWHVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.43+0.12 (+0.97%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.41%
5-year average return9.33%
Number of years up19
Number of years down5
Best 1-yr total return (2 May 2024)35.02%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return35.02%
Worst 3-yr total return2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWHVXCategory
YTD1.33%10.80%
1-month-6.24%4.43%
3-month2.44%7.00%
1-year17.09%48.17%
3-year0.41%21.26%
5-year9.16%20.18%
10-year10.03%14.07%
Last bull market29.25%27.14%
Last bear market-19.80%-21.26%

Annual total return (%) history

Year
NWHVXCategory
2024
N/AN/A
2023
23.82%N/A
2022
-28.77%N/A
2021
23.85%N/A
2020
31.14%39.26%
2019
30.02%32.52%
2018
-2.99%-6.65%
2017
23.00%23.91%
2016
2.24%6.03%
2015
3.19%-0.95%
2014
4.64%7.00%
2013
30.25%34.93%
2012
9.73%14.07%
2011
2.59%-3.96%
2010
29.33%24.61%
2009
35.02%39.11%
2008
-36.07%-43.77%
2007
15.66%15.09%
2006
3.68%9.00%
2005
14.31%9.84%
2004
19.62%13.23%
2003
24.90%35.96%
2002
-15.16%-27.24%
2001
-5.18%-19.98%
2000
12.75%-4.78%
1999
N/A60.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.07%N/AN/AN/A
20238.13%5.07%-4.67%14.33%
2022-16.91%-19.80%0.62%6.23%
20212.15%9.58%2.41%8.04%
2020-19.42%24.81%9.11%19.51%
201916.15%6.32%-0.88%6.22%
20184.27%3.44%6.77%-15.76%
20176.39%6.84%1.90%6.20%
2016-0.50%2.83%0.32%-0.40%
20155.12%1.61%-5.07%1.78%
2014-1.15%-0.14%-1.10%7.19%
201310.52%-0.11%10.55%6.72%
201213.19%-5.27%3.29%-0.92%
20116.82%0.55%-15.23%12.67%
20105.16%-6.14%13.67%15.26%
2009-4.12%16.45%13.06%6.97%
2008-10.28%4.63%-9.66%-24.61%
20074.15%5.53%5.44%-0.20%
20069.21%-5.08%-0.72%0.75%
2005-0.20%4.32%4.02%5.55%
20045.32%4.83%-2.83%11.52%
2003-0.98%8.88%7.16%8.11%
20024.31%-10.09%-11.31%1.99%
2001-14.61%11.32%-15.95%18.68%
20005.40%-4.54%12.85%-0.70%
19998.24%-5.14%17.73%N/A

Rank in category (by total return)

YTD60
1-month51
3-month61
1-year49
3-year30
5-year40

Load adjusted returns

1-year10.36%
3-year-1.55%
5-year7.87%
10-year9.38%