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GMXIX: NATIONWIDE MID CAP MARKET INDEX FUND CLASS R6 (MUTUAL FUND)
Basic Info 16.86 0.09(0.54%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 03/27/2000 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 1.07% |
| Expenses | 0.50% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/27/2000 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 2.8 | 1.3 | 4.9 | 5.5 | 5.4 | 9.0 | 6.6 | 6.6 | 3.0 | 9.9 | -19.8 | 11.2 | 10.6 | 25.9 | -10.1 | 16.0 | 20.5 | -2.6 | 9.5 | 33.3 | 17.7 | -2.5 | 26.3 | 35.8 | -40.8 | 2.6 | 10.0 | 12.3 | 15.3 | 35.0 | -15.0 | -1.6 | 1.8 |
| Sharpe Ratio | NA | 0.08 | -0.13 | 0.06 | 0.17 | 0.18 | NA | NA | 0.24 | -0.19 | 0.3 | -0.8 | 0.56 | 0.25 | 1.69 | -0.72 | 1.58 | 1.29 | -0.18 | 0.73 | 2.51 | 1.17 | -0.09 | 1.24 | 1.1 | -0.95 | -0.03 | 0.49 | 0.81 | 1.07 | 2.11 | -0.64 | -0.18 | -0.07 |
| Draw Down(%) | NA | 22.0 | 31.2 | 31.2 | 34.7 | 42.1 | NA | NA | 60.4 | 16.9 | 14.4 | 22.7 | 15.5 | 42.1 | 8.5 | 22.2 | 5.5 | 11.3 | 12.6 | 10.6 | 7.3 | 11.1 | 26.4 | 17.3 | 27.3 | 53.5 | 11.5 | 12.7 | 7.9 | 10.8 | 13.4 | 32.1 | 26.0 | 14.9 |
| Standard Deviation(%) | NA | 25.5 | 24.2 | 21.3 | 21.5 | 21.8 | NA | NA | 22.2 | 18.8 | 18.8 | 26.4 | 19.8 | 41.1 | 14.5 | 16.0 | 9.7 | 15.7 | 14.9 | 13.1 | 13.3 | 15.2 | 28.8 | 21.2 | 32.4 | 43.6 | 16.4 | 13.8 | 12.5 | 13.4 | 16.3 | 25.1 | 22.9 | 27.0 |
| Treynor Ratio | NA | 0.02 | -0.03 | 0.01 | 0.03 | 0.04 | NA | NA | 0.05 | -0.03 | 0.05 | -0.22 | 0.11 | 0.1 | 0.23 | -0.12 | 0.13 | 0.2 | -0.03 | 0.09 | 0.32 | 0.18 | -0.02 | 0.27 | 0.36 | -0.43 | 0.0 | 0.06 | 0.1 | 0.14 | 0.34 | -0.16 | -0.04 | -0.02 |
| Alpha | NA | -0.05 | -0.07 | -0.04 | -0.03 | -0.02 | NA | NA | -0.01 | -0.05 | -0.02 | -0.01 | -0.04 | -0.02 | -0.02 | -0.01 | -0.02 | 0.03 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 |
| Beta | NA | 1.12 | 1.16 | 1.08 | 1.05 | 1.03 | NA | NA | 1.0 | 1.21 | 1.13 | 0.96 | 0.99 | 1.04 | 1.07 | 0.96 | 1.17 | 1.0 | 0.96 | 1.01 | 1.04 | 1.01 | 1.05 | 0.97 | 0.99 | 0.96 | 0.93 | 1.09 | 1.01 | 1.04 | 1.0 | 1.0 | 1.0 | 0.86 |
| RSquared | NA | 0.95 | 0.79 | 0.81 | 0.79 | 0.85 | NA | NA | 0.92 | 0.67 | 0.85 | 0.88 | 0.57 | 0.87 | 0.89 | 0.95 | 0.88 | 0.94 | 0.96 | 0.93 | 0.95 | 0.97 | 0.99 | 0.98 | 0.99 | 0.96 | 0.9 | 0.97 | 0.97 | 0.95 | 0.98 | 1.0 | 0.99 | 0.88 |
| Yield(%) | N/A | 0.1 | 1.1 | 1.4 | 1.5 | 5.8 | 8.9 | 6.3 | N/A | 1.5 | 1.5 | 1.2 | 1.2 | 1.2 | 6.5 | 17.0 | 13.7 | 11.0 | 12.2 | 8.3 | 6.6 | 6.0 | 8.0 | 2.3 | 0.7 | 0.0 | 4.6 | 7.1 | 6.1 | 2.4 | 2.2 | 0.7 | 0.7 | 1.4 |
| Dividend Growth(%) | N/A | -93.8 | -20.2 | -49.6 | -90.0 | 51.9 | N/A | N/A | N/A | 7.5 | 1.8 | 5.7 | 12.9 | -78.2 | -72.3 | 27.8 | 38.6 | -24.2 | 49.3 | 54.7 | 23.8 | -33.7 | 332.9 | 359.0 | N/A | -100.0 | -34.2 | 25.8 | 182.0 | 42.9 | 172.7 | 1.3 | -53.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2000
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See MID-CAP BLEND Asset Class Trend Rankings |
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- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.70% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.70% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.45% (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.47% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.66% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.54% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.64% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.44% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.53% (95%)
- IWR (iShares Russell Midcap ETF) 0.48% (94%)
- VXF (Vanguard Extended Market ETF) 0.21% (94%)
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- SCHM (Schwab U.S. Mid-Cap ETF) 0.73% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.06% (99%)
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