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Nationwide BNY Mellon Dyn US Eq Inc K (NWAMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.61-0.15 (-0.42%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.74%
5-year average return11.70%
Number of years up28
Number of years down8
Best 1-yr total return (30 Jun 2024)34.45%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return34.45%
Worst 3-yr total return7.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWAMXCategory
YTD8.70%4.44%
1-month3.52%-4.04%
3-month4.62%4.09%
1-year22.75%14.37%
3-year8.86%6.04%
5-year13.81%9.20%
10-year11.09%8.57%
Last bull market19.61%22.97%
Last bear market-12.18%-11.27%

Annual total return (%) history

Year
NWAMXCategory
2024
N/AN/A
2023
8.72%11.63%
2022
-0.89%-5.90%
2021
34.45%26.22%
2020
2.57%2.91%
2019
28.32%25.04%
2018
-5.42%-8.53%
2017
19.06%15.94%
2016
11.98%14.81%
2015
2.62%-4.05%
2014
8.37%10.21%
2013
29.59%31.21%
2012
17.02%14.57%
2011
-6.30%-0.75%
2010
17.05%13.66%
2009
26.30%24.13%
2008
-37.82%-37.09%
2007
8.91%1.42%
2006
15.73%18.15%
2005
6.25%5.95%
2004
7.74%12.97%
2003
23.23%28.44%
2002
-22.93%-18.69%
2001
-13.31%-4.99%
2000
-9.23%7.87%
1999
18.21%6.72%
1998
26.62%12.00%
1997
31.94%26.61%
1996
24.88%20.08%
1995
36.86%32.39%
1994
-1.04%-0.70%
1993
11.83%N/A
1992
7.58%N/A
1991
33.64%N/A
1990
0.23%N/A
1989
34.33%N/A
1988
10.72%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.30%N/AN/AN/A
2023-0.40%2.95%-0.36%6.40%
20222.21%-12.18%-3.23%14.10%
202112.30%7.92%0.18%10.73%
2020-31.34%17.65%5.18%20.72%
201912.19%3.55%2.20%8.07%
2018-0.66%3.65%8.13%-15.06%
20175.52%1.83%3.59%6.97%
2016-0.95%1.98%4.95%5.64%
20151.97%0.10%-6.62%7.66%
20140.53%2.70%0.75%4.17%
20138.10%1.57%6.47%10.85%
201215.92%-4.90%6.86%-0.67%
20116.50%-0.55%-18.36%8.35%
20106.38%-11.41%13.04%9.87%
2009-11.36%14.24%18.22%5.51%
2008-9.72%-1.96%-9.94%-22.00%
20071.30%6.76%3.25%-2.47%
20064.71%-2.27%4.82%7.89%
2005-0.94%1.01%3.66%2.44%
20041.40%-0.21%-2.35%9.05%
2003-3.30%12.14%2.08%11.32%
2002-1.28%-11.83%-15.97%5.38%
2001-12.14%5.34%-15.40%10.73%
20003.77%-3.32%0.82%-10.25%
19993.10%6.98%-6.47%14.59%
199814.49%2.82%-12.24%22.56%
19970.64%17.30%9.32%2.24%
19965.79%4.34%3.01%9.83%
19958.49%9.64%8.25%6.28%
1994-3.40%-0.76%5.14%-1.82%
19935.02%1.00%2.76%2.60%
1992-3.44%1.19%3.80%6.07%
199113.94%0.04%6.02%10.58%
1990-2.64%8.32%-13.11%9.38%
19897.51%8.33%11.77%3.19%
19880.90%7.73%-0.09%1.95%

Rank in category (by total return)

YTD34
1-month29
3-month34
1-year48
3-year11
5-year14

Load adjusted returns

1-year22.75%
3-year8.86%
5-year13.81%
10-year11.09%