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NMFAX: NATIONWIDE GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 05/08/1998 |
| Last Dividend Date: | 03/10/2025 |
| 12-Mo. Yield | 0.78% |
| Expenses | 1.56% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/08/1998 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 1.6 | 4.3 | 15.8 | 10.4 | 10.8 | 12.5 | 9.7 | 4.7 | 18.0 | 23.6 | -22.2 | 20.6 | 16.5 | 37.2 | -1.7 | 26.9 | 2.9 | 4.5 | 13.9 | 30.7 | 12.9 | -2.0 | 21.4 | 32.6 | -38.9 | 19.3 | 6.0 | 6.1 | 8.4 | 32.4 | -28.7 | -28.1 | -30.7 | 1.5 | 3.8 |
| Sharpe Ratio | NA | 0.02 | 0.05 | 0.74 | 0.47 | 0.5 | NA | NA | 0.15 | 0.87 | 1.54 | -0.96 | 1.3 | 0.48 | 2.83 | -0.15 | 2.95 | 0.21 | 0.28 | 1.01 | 2.43 | 0.85 | -0.07 | 1.12 | 1.28 | -1.05 | 0.99 | 0.21 | 0.34 | 0.55 | 1.67 | -1.07 | -0.96 | -0.98 | -0.07 | 0.1 |
| Draw Down(%) | NA | 18.0 | 20.6 | 20.6 | 31.5 | 32.8 | NA | NA | 71.1 | 8.2 | 10.8 | 27.6 | 8.7 | 32.8 | 5.8 | 22.4 | 2.8 | 11.3 | 12.9 | 8.8 | 7.0 | 11.6 | 20.4 | 15.3 | 20.5 | 48.7 | 9.9 | 13.0 | 7.7 | 12.8 | 11.9 | 36.8 | 45.5 | 36.4 | 14.7 | 24.6 |
| Standard Deviation(%) | NA | 23.8 | 19.4 | 16.8 | 17.9 | 18.9 | NA | NA | 21.6 | 13.0 | 12.7 | 24.7 | 15.8 | 33.6 | 12.6 | 20.0 | 9.0 | 13.0 | 16.2 | 13.7 | 12.7 | 15.3 | 26.6 | 19.1 | 25.4 | 37.8 | 16.5 | 12.8 | 11.6 | 13.5 | 19.0 | 27.7 | 32.1 | 35.5 | 24.4 | 26.9 |
| Treynor Ratio | NA | 0.01 | 0.02 | 0.19 | 0.14 | 0.13 | NA | NA | 0.04 | 0.2 | 0.31 | -0.38 | 0.54 | 0.19 | 0.67 | -0.03 | 0.27 | 0.03 | 0.05 | 0.14 | 0.3 | 0.13 | -0.02 | 0.22 | 0.32 | -0.4 | 0.17 | 0.03 | 0.04 | 0.08 | 0.33 | -0.35 | -0.35 | -0.35 | -0.02 | 0.03 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | 0.02 | 0.08 | -0.08 | 0.04 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | 0.03 | -0.01 | -0.01 | 0.03 | 0.02 | -0.02 | 0.01 | 0.02 | 0.01 | 0.0 | -0.05 | -0.04 | -0.04 |
| Beta | NA | 0.71 | 0.68 | 0.65 | 0.61 | 0.72 | NA | NA | 0.86 | 0.57 | 0.62 | 0.63 | 0.38 | 0.86 | 0.53 | 0.92 | 0.97 | 0.86 | 0.99 | 0.97 | 1.03 | 1.03 | 1.0 | 0.98 | 1.02 | 1.0 | 0.98 | 0.94 | 0.93 | 0.9 | 0.97 | 0.85 | 0.89 | 0.99 | 0.86 | 0.9 |
| RSquared | NA | 0.93 | 0.89 | 0.88 | 0.79 | 0.81 | NA | NA | 0.88 | 0.8 | 0.85 | 0.89 | 0.32 | 0.86 | 0.59 | 0.93 | 0.87 | 0.94 | 0.97 | 0.95 | 0.96 | 0.96 | 0.99 | 0.97 | 0.97 | 0.98 | 0.95 | 0.91 | 0.9 | 0.94 | 0.96 | 0.95 | 0.95 | 0.93 | 0.58 | 0.85 |
| Yield(%) | N/A | 0.1 | 0.8 | 1.3 | 1.1 | 6.8 | 10.2 | 8.3 | N/A | 1.2 | 1.5 | 0.7 | 0.5 | 1.0 | 10.6 | 33.1 | 12.2 | 5.5 | 4.9 | 21.7 | 11.3 | 0.4 | 0.0 | 0.0 | 0.1 | 0.1 | 0.3 | 0.0 | 0.0 | 0.7 | 0.0 | 0.0 | 0.0 | 18.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -88.2 | -27.3 | -57.4 | -92.4 | 109.3 | N/A | N/A | N/A | -1.9 | 62.5 | 60.0 | -37.5 | -88.1 | -79.3 | 215.6 | 119.6 | 9.3 | -79.0 | 121.0 | 3474.2 | N/A | N/A | -100.0 | -41.7 | -40.0 | N/A | -100.0 | -92.5 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/1998
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See LARGE GROWTH Asset Class Trend Rankings |
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