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Nationwide Bailard Intl Eqs R6 (NWHMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.43+0.06 (+0.64%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.81%
5-year average return6.91%
Number of years up6
Number of years down4
Best 1-yr total return (25 Apr 2024)24.68%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return24.68%
Worst 3-yr total return-1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNWHMXCategory
YTD7.94%9.07%
1-month3.64%-1.09%
3-month7.94%5.12%
1-year20.82%33.76%
3-year5.22%8.50%
5-year7.68%10.08%
10-year4.37%5.80%
Last bull market32.47%14.90%
Last bear market-14.45%-23.70%

Annual total return (%) history

Year
NWHMXCategory
2024
N/AN/A
2023
21.89%N/A
2022
-16.01%N/A
2021
10.20%N/A
2020
8.27%9.30%
2019
21.72%21.59%
2018
-19.79%-14.59%
2017
24.68%25.12%
2016
-2.13%0.79%
2015
0.93%-1.59%
2014
-1.90%-4.98%
2013
N/A19.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.94%N/AN/AN/A
20238.90%5.38%-3.78%10.39%
2022-6.71%-14.44%-10.01%16.94%
20214.53%4.89%-2.32%2.89%
2020-23.08%15.81%5.52%15.18%
201910.87%3.07%-1.88%8.57%
20180.00%-5.95%0.20%-14.89%
20177.64%5.51%5.79%3.77%
2016-1.96%-2.00%4.87%-2.86%
20154.62%1.58%-8.86%4.21%
20141.45%2.73%-4.86%-1.06%
20138.60%N/AN/AN/A

Rank in category (by total return)

YTD8
1-month26
3-month8
1-year4
3-year14
5-year23

Load adjusted returns

1-year20.82%
3-year5.22%
5-year7.68%
10-year4.37%