OTC Markets OTCPK - Delayed Quote USD
Nationwide Mutual Funds - Nationwide American Century Small Cap Income Fund (NWUSX)
10.71
-0.01
(-0.09%)
At close: January 30 at 3:00:00 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.48% |
| 5y Average Return | 4.57% |
| Number of Years Up | 10 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Jan 30, 2023) | 41.54% |
| Worst 1Y Total Return (Jan 30, 2023) | -- |
| Best 3Y Total Return | 41.54% |
| Worst 3Y Total Return | 1.67% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
NWUSX
Category
- YTD
- 5.48%
- 26.79%
- 1-Month
- 5.48%
- -1.77%
- 3-Month
- 5.29%
- 4.45%
- 1-Year
- -1.10%
- 71.02%
- 3-Year
- 9.99%
- 9.35%
- 5-Year
- 4.57%
- 12.17%
- 10-Year
- 8.27%
- 9.95%
- Last Bull Market
- 58.59%
- 28.07%
- Last Bear Market
- -11.28%
- -24.24%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 54 |
| 1-Month | 35 |
| 3-Month | 48 |
| 1-Year | 54 |
| 3-Year | 52 |
| 5-Year | 64 |
Load Adjusted Returns
| 1-Year | -11.28% |
| 3-Year | 6.55% |
| 5-Year | 3.96% |
| 10-Year | 8.34% |
Performance & Risk
| YTD Return | 5.48% |
| 5y Average Return | 4.57% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Nationwide |
| Net Assets | 35.11M |
| YTD Return | 5.48% |
| Yield | 3.94% |
| Morningstar Rating | |
| Inception Date | Dec 21, 2007 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies. It may invest in equity securities issued by real estate investment trusts (REITs) and, depending on the appropriateness to the fund's strategy and availability in the marketplace, purchase securities of companies in initial public offerings (IPOs) or shortly thereafter, which can be subject to greater volatility than seasoned issuers.
Related Tickers
MWIIX TCW MetWest Intermediate Bond I
37.51
+301.18%
BREIX Baron Real Estate Institutional
38.56
+4.10%
BREFX Baron Real Estate Retail
37.40
+4.09%
BREUX Baron Real Estate R6
38.55
+4.08%
BARIX Baron Asset Instl
103.00
+3.22%
BARAX Baron Asset Retail
95.69
+3.21%
INIIX VanEck International Investors Gold I
22.47
+2.79%
INIYX VanEck International Investors Gold Y
16.44
+2.75%
INIVX VanEck International Investors Gold A
15.83
+2.73%
USERX U.S. Global Investors Gold & Precious Metals Fund
16.98
+2.60%
BDFIX Baron Discovery Fund
34.00
+2.60%
BDFUX Baron Discovery Fund
34.00
+2.56%
BDFFX Baron Discovery Fund
32.98
+2.55%
BWBTX Baron WealthBuilder TA
21.17
+2.22%
BWBIX Baron WealthBuilder Institutional
21.18
+2.22%
BSCFX Baron Small Cap Retail
29.22
+2.20%
BSCUX Baron Small Cap R6
31.99
+2.17%
BSFIX Baron Small Cap Instl
32.01
+2.17%
BDAIX Baron Durable Advantage Fund
28.95
+2.12%
BDAUX Baron Durable Advantage Fund
28.95
+2.12%
BDAFX Baron Durable Advantage Fund
28.53
+2.11%
MOWNX Moerus Worldwide Value N
18.27
+2.01%
MOWIX Moerus Worldwide Value Institutional
18.33
+2.00%
TVRVX Third Avenue Real Estate Value Fund
23.34
+1.35%
TARZX Third Avenue Real Estate Value Z
23.37
+1.34%
TAREX Third Avenue Real Estate Value Instl
23.45
+1.34%
BIVIX Invenomic Institutional
17.09
+1.30%
BIOPX Baron Opportunity Fund
47.65
+1.30%
BIOIX Baron Opportunity Fund
51.07
+1.29%
BIOUX Baron Opportunity Fund
51.13
+1.29%
BIVRX Invenomic Investor
16.73
+1.27%
FAUFX Fidelity Advisor Utilities Fund
45.05
+1.24%
FSUTX Fidelity Select Utilities
122.58
+1.23%
FUGCX Fidelity Advisor Utilities C
43.63
+1.23%
FIKIX Fidelity Advisor Utilities Z
46.10
+1.23%
BIVSX Invenomic Super Institutional
17.34
+1.23%
FUGAX Fidelity Advisor Utilities A
44.88
+1.22%
FUGIX Fidelity Advisor Utilities I
46.11
+1.21%
INPIX ProFunds Internet UltraSector Inv
56.51
+1.07%
INPSX ProFunds Internet UltraSector Svc
35.83
+1.07%
HGASX Hennessy Gas Utility Institutional
28.55
+1.03%
FIQRX Fidelity Advisor Global Commodity Stk Z
18.80
+1.02%
FMGIX Frontier MFG Core Infrastructure Instl
16.35
+0.93%
FNARX Fidelity Natural Resources Fund
44.45
+0.89%
BPTIX Baron Partners Institutional
204.37
+0.86%
BPTRX Baron Partners Retail
195.52
+0.86%
WWSIX TETON Westwood SmallCap Equity I
21.34
+0.80%
FIUIX Fidelity Telecom and Utilities
34.11
+0.80%
WWSAX TETON Westwood SmallCap Equity A
19.06
+0.79%
WESCX TETON Westwood SmallCap Equity AAA
20.37
+0.79%
PGKCX PGIM Jennison Technology C
24.42
+0.78%
PGKAX PGIM Jennison Technology A
25.85
+0.78%
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
26.34
+0.77%
FIQIX Fidelity Advisor Intl Small Cap Z
35.29
+0.74%
FIASX Fidelity Advisor Intl Small Cap A
34.29
+0.73%
JARIX Easterly Global Real Estate Fund
15.09
+0.73%
CIISX Causeway International Small Cap Instl
15.27
+0.73%
AVALX Aegis Value I
44.43
+0.73%
PGKRX PGIM Jennison Technology R6
26.40
+0.72%
FISMX Fidelity International Small Cap
35.08
+0.72%
FIXIX Fidelity Advisor Intl Small Cap I
35.33
+0.71%
FTISX Fidelity Advisor Intl Small Cap M
34.10
+0.71%
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.90
+0.67%
FEDGX Fidelity Advisor Emerg Mkts Discv C
16.43
+0.67%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.97
+0.67%
CVISX Causeway International Small Cap Inv
15.24
+0.66%
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.91
+0.65%
FEDDX Fidelity Emerging Markets Discovery
17.04
+0.65%
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.05
+0.65%
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.07
+0.65%
BGSAX BlackRock Technology Opportunities Fund
65.14
+0.62%
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
66.84
+0.62%
BGSIX BlackRock Technology Opportunities Fund
72.35
+0.61%
BTEKX BlackRock Technology Opportunities K
72.61
+0.61%
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
52.96
+0.61%
BGSRX BlackRock Technology Opportunities Fund
64.92
+0.60%
FOPAX Fidelity Advisor Intl Sm Cap Opps A
21.69
+0.60%
BSTSX BlackRock Technology Opportunities Svc
66.84
+0.60%
GPMCX Grandeur Peak Global Micro Cap Instl
15.17
+0.60%
FSTRX Federated Hermes MDT Large Cap Value A
32.09
+0.60%
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.90
+0.60%
QRLVX Federated Hermes MDT Large Cap Value R
32.11
+0.60%
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
22.07
+0.59%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.14
+0.59%
FSCOX Fidelity International Small Cap Opp
22.18
+0.59%
RYAVX Rydex S&P MidCap 400 Pure Value H
69.22
+0.58%
RYMVX Rydex S&P MidCap 400 Pure Value A
69.33
+0.58%
FEAAX Fidelity Advisor Emerging Asia A
51.28
+0.57%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
21.29
+0.57%
FSEAX Fidelity Emerging Asia
53.30
+0.57%
RYMMX Rydex S&P MidCap 400 Pure Value C
55.08
+0.57%
FPBFX Fidelity Pacific Basin
33.86
+0.56%
FMSTX Federated Hermes MDT Large Cap Value IS
32.11
+0.56%
FSTKX Federated Hermes MDT Large Cap Value Svc
32.15
+0.56%
QCLVX Federated Hermes MDT Large Cap Value C
32.15
+0.56%
FSTLX Federated Hermes MDT Large Cap Value R6
32.16
+0.56%
ALAFX Alger Focus Equity A
82.54
+0.56%
ALZFX Alger Focus Equity Z
86.22
+0.56%
FERIX Fidelity Advisor Emerging Asia I
53.93
+0.56%
ALCFX Alger Focus Equity C
73.74
+0.56%