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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 41.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NWUSX | Category Average | NWUSX | Category Average | NWUSX | Category Average | |
| Alpha | -0.66 | -0.12 | -5.43 | -0.08 | -5.07 | -0.07 |
| BETA | 1.17 | 0.01 | 1.19 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | 0.87 | 0.01 | 0.6 | 0.01 | 0.85 | 0.01 |
| R-squared | 77.65 | 0.78 | 78.3 | 0.72 | 73.79 | 0.73 |
| Standard Deviation | 28.09 | 0.28 | 25.19 | 0.23 | 20.39 | 0.2 |
| Sharpe Ratio | 3.23 | 0 | 2.88 | 0.01 | 4.08 | 0.01 |
| Treynor Ratio | 4.88 | 0.06 | 2.2 | 0.09 | 6.35 | 0.08 |
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