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Nationwide Loomis All Cap Gr R6 (NWZMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.24+0.01 (+0.05%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.96%
5-year average return14.38%
Number of years up4
Number of years down2
Best 1-yr total return (20 June 2024)44.00%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return44.00%
Worst 3-yr total return3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWZMXCategory
YTD9.22%12.38%
1-month4.25%5.09%
3-month-1.32%10.28%
1-year26.42%41.70%
3-year6.71%22.56%
5-year14.81%21.98%
10-year0.00%15.99%
Last bull market32.76%25.99%
Last bear market-23.11%-17.29%

Annual total return (%) history

Year
NWZMXCategory
2024
N/AN/A
2023
44.00%N/A
2022
-27.76%N/A
2021
16.57%N/A
2020
30.95%35.86%
2019
30.66%31.90%
2018
-2.88%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.33%N/AN/AN/A
202318.34%11.03%-3.77%13.88%
2022-9.05%-23.11%-2.93%6.42%
20212.82%10.51%-2.43%5.15%
2020-12.11%24.06%9.63%9.55%
201916.19%5.52%-3.46%10.39%
20181.42%3.75%5.72%-12.70%
20176.68%6.13%N/AN/A

Rank in category (by total return)

YTD74
1-month69
3-month90
1-year77
3-year55
5-year63

Load adjusted returns

1-year26.42%
3-year6.71%
5-year14.81%
10-yearN/A