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Nationwide Wcm Focused Small Cap Fund Institutional Service Class: (MF: NWGSX)
(NASDAQ Mutual Funds) As of Jun 9, 2025 08:00 PM ET
$28.43 USD
+0.21 (0.74%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.68 | 88 |
| 3 months | -5.44 | 71 |
| 6 months | -16.11 | 85 |
| 1 Year | -6.63 | 94 |
| 3 Year | 3.57 | 69 |
| 5 Year | 8.93 | 64 |
| 10 Year | 6.44 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | -10.14 |
| 5 Year | 12.82 |
| 10 Year | 6.13 |
| Since Inception | 7.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -10.03 | NA | NA | NA |
| 2024 | 4.41 | -2.82 | 7.76 | -4.61 |
| 2023 | 8.80 | 6.32 | -5.30 | 13.66 |
| 2022 | -6.46 | -8.93 | -6.97 | 7.60 |
| 2021 | 11.29 | 1.23 | -3.68 | 9.76 |
| 2020 | -34.33 | 22.39 | 1.72 | 23.77 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.68 | 4.30 | 24.51 | -14.74 | 19.11 | 1.19 | 28.87 | -8.61 | 13.87 | 23.40 | -4.59 |
| % Total Return Rel to Index | -10.74 | -20.71 | -1.73 | 3.46 | -9.56 | -17.20 | -2.61 | -4.22 | -7.91 | 11.46 | -5.98 |
| % Total Return Rel to Peer | -3.66 | -7.62 | 8.43 | 4.77 | -0.19 | -17.80 | 3.44 | 2.16 | -1.72 | 7.45 | 0.12 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 2.00 | 3.00 | 5.00 | 2.00 | 2.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.31 | 0.19 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.92 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.15 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 1.49 | 0.39 | 0.54 | 0.67 | 0.00 | 1.13 | 13.56 | 3.14 | 0.05 | 0.97 |
| Expense Ratio | 0.00 | 0.88 | 0.88 | 0.88 | 0.89 | 0.91 | 1.31 | 1.11 | 1.09 | 1.16 | 1.10 |
* 1 = Top 20%, 5 = Bottom 20%