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NWKDX: NATIONWIDE GENEVA SMALL CAP GROWTH FUND INSTITUTIONAL SERVICE CLASS (MUTUAL FUND)
Basic Info 77.46 0.89(1.14%) June 05
| Asset Class: | SMALL GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/18/2013 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 2.47% |
| Expenses | 1.22% |
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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(%) | -0.4 | 0.7 | -3.5 | 4.7 | 0.3 | 9.1 | 8.5 | -8.7 | 14.6 | 18.4 | -24.5 | 12.5 | 32.7 | 28.3 | -0.9 | 22.2 | 10.8 | 10.1 | -2.9 | 8.0 |
| Sharpe Ratio | NA | -0.05 | -0.36 | 0.08 | -0.11 | 0.35 | 0.35 | -0.57 | 0.6 | 0.86 | -0.94 | 0.68 | 0.86 | 1.73 | -0.12 | 1.9 | 0.63 | 0.64 | -0.18 | 1.97 |
| Draw Down(%) | NA | 13.6 | 13.6 | 24.7 | 32.7 | 35.4 | 35.4 | 22.0 | 8.6 | 15.9 | 29.7 | 10.8 | 35.4 | 8.0 | 26.9 | 5.2 | 14.1 | 10.9 | 14.4 | 4.5 |
| Standard Deviation(%) | NA | 18.5 | 17.1 | 18.6 | 20.5 | 21.3 | 20.3 | 20.5 | 18.4 | 17.3 | 27.7 | 18.2 | 37.5 | 15.6 | 18.4 | 11.4 | 16.8 | 15.5 | 15.9 | 15.6 |
| Treynor Ratio | NA | -0.01 | -0.06 | 0.01 | -0.02 | 0.07 | 0.07 | -0.13 | 0.1 | 0.14 | -0.25 | 0.11 | 0.33 | 0.25 | -0.02 | 0.16 | 0.1 | 0.12 | -0.03 | 0.26 |
| Alpha | NA | -0.06 | -0.1 | -0.06 | -0.05 | -0.02 | -0.02 | -0.1 | -0.04 | -0.03 | -0.02 | -0.06 | 0.05 | -0.02 | 0.01 | -0.02 | -0.01 | 0.03 | -0.07 | -0.01 |
| Beta | NA | 0.95 | 0.95 | 0.98 | 1.02 | 1.01 | 1.01 | 0.9 | 1.13 | 1.08 | 1.05 | 1.14 | 0.97 | 1.08 | 0.94 | 1.34 | 1.11 | 0.87 | 1.11 | 1.18 |
| RSquared | NA | 0.51 | 0.46 | 0.61 | 0.71 | 0.74 | 0.73 | 0.67 | 0.6 | 0.67 | 0.83 | 0.68 | 0.81 | 0.75 | 0.76 | 0.61 | 0.76 | 0.75 | 0.64 | 0.59 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.4 | 3.7 | 0.8 | 1.3 | 8.9 | 0.6 | 2.7 | 5.7 | 5.4 | 0.2 | 5.3 | 5.7 | 3.2 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -29.3 | 410.8 | -53.0 | -84.2 | 1839.9 | -71.9 | -56.5 | 22.8 | 3216.7 | -96.4 | -14.8 | 81.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
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