Nasdaq - Delayed Quote USD

Nationwide BNY Mellon Dyn US Eq Inc R6 (NWANX)

34.58
+0.12
+(0.35%)
At close: June 10 at 6:46:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 5.01%
5y Average Return 15.72%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Jun 9, 2025) 34.57%
Worst 1Y Total Return (Jun 9, 2025) --
Best 3Y Total Return 34.57%
Worst 3Y Total Return 7.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
NWANX
Category
YTD
3.68%
4.44%
1-Month
3.73%
-4.04%
3-Month
-2.60%
4.09%
1-Year
10.06%
14.37%
3-Year
9.50%
6.04%
5-Year
17.42%
9.20%
10-Year
11.09%
8.57%
Last Bull Market
18.55%
22.97%
Last Bear Market
-12.16%
-11.27%

Annual Total Return (%) History

Year
NWANX
Category
2025
--
--
2024
15.45%
--
2023
8.79%
11.63%
2022
-0.78%
-5.90%
2021
34.57%
26.22%
2020
2.66%
2.91%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.38% -- -- --
2024 9.33% -1.88% 10.15% -2.29%
2023 -0.38% 2.98% -0.37% 6.44%
2022 2.23% -12.16% -3.18% 14.12%
2021 12.34% 7.93% 0.21% 10.76%
2020 -31.33% 17.69% 5.20% 20.76%

Rank in Category (By Total Return)

YTD 18
1-Month 47
3-Month 48
1-Year 28
3-Year 30
5-Year 4

Load Adjusted Returns

1-Year 10.06%
3-Year 9.50%
5-Year 17.42%
10-Year 11.09%

Performance & Risk

YTD Return 5.01%
5y Average Return 15.72%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Nationwide
Net Assets 624.76M
YTD Return 3.68%
Yield 1.79%
Morningstar Rating
Inception Date Dec 31, 1987

Fund Summary

The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of U.S. issuers, primarily common stocks. Equity securities represent an ownership interest in the issuer. The fund also may invest up to 20% of its net assets in equity securities of foreign companies, which are companies organized under the laws of countries other than the United States.

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