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NWSAX: NATIONWIDE SMALL COMPANY GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (12%) |
| Start Date: | 01/04/2012 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 8.87% |
| Expenses | 1.34% |
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Performance Analytics (As of 06/18/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/04/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -34.7 | -22.0 | -8.7 | -14.0 | -0.4 | 4.4 | 2.1 | 19.6 | -43.8 | -17.1 | 31.0 | 28.8 | 1.5 | 28.0 | 10.2 | 6.7 | 1.9 | 45.5 | 16.8 |
| Sharpe Ratio | NA | -1.22 | -0.65 | -0.38 | -0.52 | -0.07 | 0.14 | -0.21 | 0.67 | -1.18 | -0.7 | 0.8 | 1.38 | 0.01 | 2.09 | 0.53 | 0.4 | 0.11 | 3.02 | 1.03 |
| Draw Down(%) | NA | 37.4 | 38.7 | 38.7 | 63.8 | 63.8 | 63.8 | 12.9 | 22.5 | 46.0 | 25.2 | 31.9 | 10.0 | 31.9 | 5.5 | 17.9 | 11.8 | 13.5 | 5.8 | 11.7 |
| Standard Deviation(%) | NA | 52.2 | 38.7 | 31.1 | 30.6 | 27.1 | 24.8 | 22.1 | 23.1 | 38.3 | 24.5 | 38.1 | 19.9 | 22.5 | 13.1 | 18.8 | 16.8 | 17.6 | 15.1 | 16.6 |
| Treynor Ratio | NA | -0.71 | -0.28 | -0.12 | -0.16 | -0.02 | 0.03 | -0.05 | 0.15 | -0.42 | -0.19 | 0.34 | 0.24 | 0.0 | 0.24 | 0.1 | 0.07 | 0.02 | 0.48 | 0.19 |
| Alpha | NA | -0.31 | -0.12 | -0.08 | -0.08 | -0.03 | -0.02 | -0.05 | -0.01 | -0.08 | -0.09 | 0.0 | -0.03 | 0.03 | 0.01 | 0.0 | 0.04 | -0.01 | 0.03 | 0.01 |
| Beta | NA | 0.9 | 0.92 | 1.0 | 1.01 | 0.99 | 0.99 | 0.99 | 1.06 | 1.08 | 0.9 | 0.91 | 1.16 | 1.1 | 1.13 | 1.0 | 0.97 | 1.03 | 0.96 | 0.9 |
| RSquared | NA | 0.32 | 0.41 | 0.61 | 0.66 | 0.74 | 0.75 | 0.7 | 0.81 | 0.86 | 0.6 | 0.82 | 0.85 | 0.89 | 0.78 | 0.87 | 0.85 | 0.84 | 0.84 | 0.86 |
| Yield(%) | N/A | 0.0 | 8.9 | 6.1 | 2.3 | 5.0 | N/A | 8.4 | 12.3 | 0.0 | 0.0 | 0.0 | 12.0 | 5.6 | 4.1 | 3.7 | 2.6 | 26.6 | 0.5 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | -28.4 | 26.5 | -42.1 | N/A | N/A | -28.4 | N/A | N/A | N/A | -100.0 | 102.9 | 71.0 | 20.8 | 45.6 | -92.7 | 6932.3 | -65.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2012
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