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NWGLX: Nationwide HighMark Lg Cp Gr A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/17/2013 |
Last Dividend Date: | 03/13/2015 |
12-Mo. Yield | 44.50% |
Expenses | 1.27% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 09/17/2013 |
2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -9.3 | -30.8 | -36.7 | 5.2 |
Sharpe Ratio | NA | -0.29 | -0.44 | -0.73 | -0.64 | 1.77 |
Draw Down(%) | NA | 61.2 | 61.2 | 38.2 | 44.8 | 4.1 |
Standard Deviation(%) | NA | 193.5 | 70.4 | 50.7 | 57.5 | 10.8 |
Treynor Ratio | NA | -0.34 | -0.26 | -0.34 | -0.31 | 0.23 |
Alpha | NA | -0.6 | -0.22 | -0.18 | -0.19 | -0.05 |
Beta | NA | 1.64 | 1.18 | 1.1 | 1.18 | 0.83 |
RSquared | NA | 0.07 | 0.11 | 0.18 | 0.13 | 0.76 |
Yield(%) | N/A | 44.5 | N/A | 0.0 | 45.4 | 1.8 |
Dividend Growth(%) | N/A | 2527.6 | N/A | -100.0 | 2547.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2013
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