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Nationwide Wcm Focused Small Cap Fund Institutional Service Class: (MF: NWGSX)

(NASDAQ Mutual Funds) As of Dec 18, 2025 06:41 PM ET

$23.51 USD

-5.87 (-19.98%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD -4.97 94
3 months -3.49 92
6 months 5.21 91
1 Year -11.74 94
3 Year 5.36 89
5 Year 6.05 69
10 Year 7.18 84

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Nov 30, 2025

1 Year -10.06
5 Year 9.00
10 Year 8.10
Since Inception 7.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.03 2.31 2.43 NA
2024 4.41 -2.82 7.76 -4.61
2023 8.80 6.32 -5.30 13.66
2022 -6.46 -8.93 -6.97 7.60
2021 11.29 1.23 -3.68 9.76
2020 -34.33 22.39 1.72 23.77

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.974.3024.51-14.7419.111.1928.87-8.6113.8723.40-4.59
% Total Return Rel to Index -22.47-20.71-1.733.46-9.56-17.20-2.61-4.22-7.9111.46-5.98
% Total Return Rel to Peer -12.50-7.628.434.77-0.19-17.803.442.16-1.727.450.12
% Perf Quintile vs Peer* 0.000.001.002.003.005.002.002.003.002.003.00
% Dividends 0.000.310.190.000.000.000.000.000.060.000.00
% Yield 0.000.920.900.000.000.000.000.000.150.000.00
Capital Gains ($) 0.001.490.390.540.670.001.1313.563.140.050.97
Expense Ratio 0.880.880.880.880.890.911.311.111.091.161.10

* 1 = Top 20%, 5 = Bottom 20%