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Nationwide Bailard Cogntv Val R6 (NWHGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
17.48-0.06 (-0.34%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.73%
5-Year Average Return12.50%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Oct 17, 2024)35.91%
Worst 1 Yr Total Return (Oct 17, 2024)N/A
Best 3-Yr Total Return35.91%
Worst 3-Yr Total Return1.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWHGXCategory
YTD10.79%26.79%
1-Month0.84%-1.77%
3-Month9.96%4.45%
1-Year28.13%71.02%
3-Year6.23%9.35%
5-Year12.15%12.17%
10-Year8.35%9.95%
Last Bull Market26.69%28.07%
Last Bear Market-15.04%-24.24%

Annual Total Return (%) History

Year
NWHGXCategory
2024
N/AN/A
2023
15.57%N/A
2022
-12.91%N/A
2021
35.91%N/A
2020
8.77%4.02%
2019
21.30%21.43%
2018
-16.86%-15.46%
2017
3.84%8.54%
2016
25.84%25.99%
2015
-3.30%-6.71%
2014
5.96%3.34%
2013
N/A36.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.23%-3.33%9.96%N/A
2023-2.60%3.72%-1.08%15.65%
2022-2.98%-15.04%-4.61%10.76%
202121.21%5.34%-1.00%7.51%
2020-34.38%20.90%3.21%32.82%
201913.06%0.72%-1.03%7.63%
2018-1.34%4.51%-0.61%-18.89%
2017-2.35%0.42%4.96%0.89%
20160.17%4.74%6.71%12.39%
20152.89%-2.23%-7.81%4.27%
20140.54%6.15%-6.52%6.20%
20138.49%N/AN/AN/A

Rank In Category (By Total Return)

YTD29
1-Month25
3-Month21
1-Year12
3-Year50
5-Year28

Load Adjusted Returns

1-Year28.13%
3-Year6.23%
5-Year12.15%
10-Year8.35%