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MUIGX: NATIONWIDE GROWTH FUND CLASS R6 (MUTUAL FUND)
Basic Info 17.28 0.14(0.82%) July 03
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (53%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 0.96% |
| Expenses | 1.56% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 7.2 | 9.9 | 16.8 | 12.5 | 11.9 | 14.0 | 10.5 | 5.9 | 18.7 | 23.9 | -21.9 | 21.6 | 17.1 | 37.6 | -0.6 | 27.2 | 3.2 | 5.0 | 14.2 | 31.2 | 13.2 | -1.8 | 21.8 | 33.1 | -38.7 | 19.6 | 6.3 | 6.5 | 8.6 | 33.0 | -28.7 | -27.8 | -30.5 | 1.6 | 17.1 | 10.1 | 7.9 | 15.1 | -2.4 | 7.3 | 2.1 | 31.5 | -16.1 | 7.6 | 15.6 | -14.8 | 0.5 | 11.4 | -3.2 | 7.8 | 30.7 | -0.5 | 13.3 |
| Sharpe Ratio | NA | 0.35 | 0.27 | 0.72 | 0.58 | 0.55 | NA | NA | 0.15 | 0.93 | 1.57 | -0.95 | 1.39 | 0.5 | 2.88 | -0.1 | 3.01 | 0.23 | 0.31 | 1.04 | 2.45 | 0.87 | -0.07 | 1.13 | 1.3 | -1.04 | 1.02 | 0.24 | 0.38 | 0.57 | 1.7 | -1.07 | -0.95 | -0.97 | -0.07 | 0.58 | 0.32 | 0.34 | 0.88 | -0.6 | 0.67 | -0.03 | 2.18 | -1.52 | 0.17 | 0.92 | -0.67 | -0.2 | 0.31 | -0.49 | 0.12 | 1.43 | -0.76 | 0.3 |
| Draw Down(%) | NA | 18.0 | 20.2 | 20.2 | 30.9 | 32.7 | NA | NA | 70.9 | 8.3 | 10.7 | 27.3 | 8.1 | 32.7 | 5.8 | 21.7 | 2.8 | 11.3 | 12.8 | 8.8 | 7.0 | 11.6 | 20.4 | 15.3 | 20.5 | 48.6 | 9.9 | 12.9 | 7.7 | 12.4 | 11.9 | 36.6 | 45.2 | 36.4 | 14.8 | 24.6 | 16.3 | 10.7 | 10.5 | 7.0 | 4.2 | 8.6 | 6.9 | 20.5 | 10.2 | 6.3 | 42.4 | 19.0 | 17.5 | 15.2 | 10.0 | 5.8 | 15.1 | 13.7 |
| Standard Deviation(%) | NA | 23.4 | 19.4 | 16.7 | 17.8 | 18.9 | NA | NA | 19.4 | 13.0 | 12.7 | 24.7 | 15.5 | 33.6 | 12.6 | 19.9 | 8.9 | 13.0 | 16.1 | 13.6 | 12.7 | 15.4 | 26.5 | 19.2 | 25.4 | 37.8 | 16.4 | 12.8 | 11.5 | 13.4 | 19.0 | 27.8 | 32.0 | 35.5 | 24.4 | 23.7 | 20.3 | 12.8 | 12.8 | 8.9 | 7.9 | 9.7 | 12.7 | 14.0 | 10.8 | 11.9 | 28.2 | 18.7 | 20.2 | 20.1 | 13.6 | 16.1 | 13.9 | 17.2 |
| Treynor Ratio | NA | 0.12 | 0.08 | 0.18 | 0.17 | 0.15 | NA | NA | 0.04 | 0.21 | 0.32 | -0.37 | 0.56 | 0.2 | 0.68 | -0.02 | 0.28 | 0.04 | 0.05 | 0.15 | 0.3 | 0.13 | -0.02 | 0.22 | 0.32 | -0.39 | 0.17 | 0.03 | 0.05 | 0.09 | 0.33 | -0.35 | -0.34 | -0.35 | -0.02 | 0.16 | 0.09 | 0.08 | 0.21 | -0.08 | 0.09 | 0.0 | 0.41 | -0.4 | 0.03 | 0.18 | -1.32 | -0.16 | 0.8 | -0.12 | 0.06 | 0.36 | -0.16 | 0.08 |
| Alpha | NA | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.02 | 0.08 | -0.07 | 0.04 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | 0.04 | -0.01 | 0.0 | 0.03 | 0.02 | -0.01 | 0.01 | 0.02 | 0.01 | 0.0 | -0.05 | -0.04 | -0.03 | -0.02 | -0.01 | -0.01 | -0.02 | 0.03 | 0.0 | 0.01 | -0.08 | -0.05 | 0.03 | -0.04 | 0.0 | 0.02 | 0.0 | 0.01 | 0.06 | 0.0 | -0.03 |
| Beta | NA | 0.7 | 0.68 | 0.65 | 0.61 | 0.71 | NA | NA | 0.74 | 0.57 | 0.62 | 0.63 | 0.38 | 0.83 | 0.53 | 0.92 | 0.96 | 0.86 | 0.98 | 0.97 | 1.03 | 1.04 | 0.99 | 0.99 | 1.02 | 1.0 | 0.98 | 0.95 | 0.93 | 0.89 | 0.97 | 0.86 | 0.89 | 0.98 | 0.86 | 0.89 | 0.73 | 0.55 | 0.53 | 0.67 | 0.57 | 0.61 | 0.67 | 0.53 | 0.59 | 0.6 | 0.14 | 0.22 | 0.08 | 0.82 | 0.27 | 0.64 | 0.66 | 0.65 |
| RSquared | NA | 0.92 | 0.89 | 0.89 | 0.8 | 0.8 | NA | NA | 0.67 | 0.81 | 0.85 | 0.89 | 0.34 | 0.79 | 0.6 | 0.92 | 0.87 | 0.94 | 0.97 | 0.95 | 0.96 | 0.96 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.92 | 0.9 | 0.94 | 0.96 | 0.95 | 0.95 | 0.91 | 0.58 | 0.8 | 0.54 | 0.37 | 0.2 | 0.65 | 0.52 | 0.49 | 0.68 | 0.53 | 0.53 | 0.63 | 0.04 | 0.07 | 0.01 | 0.45 | 0.14 | 0.7 | 0.72 | 0.54 |
| Yield(%) | N/A | 0.2 | 0.9 | 1.5 | 1.4 | 7.0 | 11.3 | 8.7 | N/A | 1.5 | 1.7 | 0.9 | 0.8 | 1.2 | 10.1 | 32.2 | 11.9 | 5.6 | 5.0 | 21.4 | 11.3 | 0.7 | 0.0 | 0.1 | 0.3 | 0.3 | 0.3 | 0.0 | 0.1 | 0.6 | 0.0 | 0.0 | 0.0 | 18.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -84.7 | -23.4 | -50.2 | -90.0 | 111.7 | 252.7 | 262.4 | N/A | 3.6 | 50.0 | 31.3 | -21.4 | -84.9 | -79.1 | 215.8 | 112.4 | 10.2 | -78.3 | 118.2 | 1770.5 | N/A | -100.0 | -63.2 | -26.9 | 4.0 | N/A | -100.0 | -80.0 | 1900.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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See LARGE GROWTH Asset Class Trend Rankings |
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