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NWHYX: NATIONWIDE GENEVA MID CAP GROWTH FUND INSTITUTIONAL SERVICE CLASS (MUTUAL FUND)
Basic Info 12.31 0.22(1.76%) June 05
| Asset Class: | MIDDLE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/17/2013 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.95% |
| Expenses | 0.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | -4.6 | -9.7 | 6.7 | -9.1 | 2.6 | 3.5 | -6.8 | 10.5 | 26.6 | -45.8 | -6.3 | 24.2 | 31.9 | -2.8 | 23.4 | 2.4 | 3.3 | 4.9 | 6.7 |
| Sharpe Ratio | NA | -0.75 | -0.85 | 0.17 | -0.42 | 0.04 | 0.1 | -0.53 | 0.5 | 0.85 | -1.18 | -0.21 | 0.69 | 2.25 | -0.24 | 2.61 | 0.15 | 0.21 | 0.36 | 2.12 |
| Draw Down(%) | NA | 14.6 | 17.7 | 19.5 | 60.6 | 60.6 | 60.6 | 16.8 | 8.1 | 13.7 | 46.7 | 28.3 | 34.9 | 7.4 | 22.1 | 4.2 | 12.4 | 10.7 | 9.7 | 3.2 |
| Standard Deviation(%) | NA | 17.1 | 14.5 | 20.3 | 27.5 | 24.0 | 22.4 | 18.7 | 13.9 | 27.2 | 40.2 | 30.6 | 34.6 | 13.5 | 17.4 | 8.7 | 15.0 | 15.3 | 13.5 | 11.8 |
| Treynor Ratio | NA | -0.14 | -0.14 | 0.04 | -0.12 | 0.01 | 0.02 | -0.12 | 0.07 | 0.18 | -0.42 | -0.07 | 0.26 | 0.32 | -0.04 | 0.21 | 0.02 | 0.03 | 0.05 | 0.25 |
| Alpha | NA | -0.11 | -0.12 | -0.04 | -0.08 | -0.04 | -0.03 | -0.09 | -0.04 | -0.01 | -0.14 | -0.1 | 0.03 | 0.01 | 0.01 | 0.0 | -0.04 | 0.01 | -0.03 | -0.03 |
| Beta | NA | 0.94 | 0.87 | 0.95 | 1.0 | 0.97 | 0.97 | 0.81 | 0.93 | 1.25 | 1.12 | 0.88 | 0.91 | 0.96 | 0.94 | 1.1 | 1.07 | 0.93 | 1.07 | 1.01 |
| RSquared | NA | 0.58 | 0.53 | 0.47 | 0.41 | 0.56 | 0.59 | 0.67 | 0.72 | 0.36 | 0.5 | 0.17 | 0.83 | 0.78 | 0.86 | 0.71 | 0.87 | 0.9 | 0.82 | 0.78 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.1 | 10.3 | 15.1 | 0.0 | 0.0 | 0.0 | 21.1 | 25.9 | 12.2 | 8.4 | 12.1 | 13.9 | 5.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -39.7 | -27.4 | N/A | N/A | N/A | -100.0 | -42.9 | 137.6 | 40.1 | -37.8 | -20.4 | 168.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
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