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Nationwide S&P 500 Index Instl Svc (GRISX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
28.51+0.10 (+0.35%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return26.17%
5-Year Average Return15.26%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (Nov 21, 2024)31.84%
Worst 1 Yr Total Return (Nov 21, 2024)N/A
Best 3-Yr Total Return31.84%
Worst 3-Yr Total Return7.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGRISXCategory
YTD20.51%5.31%
1-Month-0.95%-4.19%
3-Month3.55%3.90%
1-Year37.40%20.31%
3-Year8.61%6.48%
5-Year14.79%11.78%
10-Year12.53%10.96%
Last Bull Market25.91%25.56%
Last Bear Market-16.19%-15.11%

Annual Total Return (%) History

Year
GRISXCategory
2024
N/AN/A
2023
25.78%22.32%
2022
-18.50%-16.96%
2021
28.21%26.07%
2020
17.94%15.83%
2019
30.93%28.78%
2018
-4.81%-6.27%
2017
21.31%20.44%
2016
11.53%10.37%
2015
0.99%-1.07%
2014
13.16%10.96%
2013
31.84%31.50%
2012
15.53%14.96%
2011
1.62%-1.27%
2010
14.61%14.01%
2009
26.07%28.17%
2008
-37.35%-37.79%
2007
4.90%6.16%
2006
15.36%14.17%
2005
4.48%5.88%
2004
10.42%10.02%
2003
28.02%27.05%
2002
-22.59%-22.25%
2001
-12.16%-13.50%
2000
-9.54%-6.31%
1999
19.79%20.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.43%4.15%5.78%N/A
20237.42%8.57%-3.38%11.62%
2022-4.73%-16.19%-4.96%7.40%
20216.09%8.43%0.48%10.92%
2020-19.73%20.51%8.81%12.06%
201913.55%4.21%1.56%8.96%
2018-0.87%3.32%7.58%-13.61%
20175.95%2.97%4.35%6.57%
20161.27%2.32%3.81%3.69%
20150.90%0.12%-6.51%6.93%
20141.71%5.12%1.01%4.79%
201310.47%2.81%5.13%10.41%
201212.44%-2.86%6.28%-0.47%
20115.79%-0.07%-13.93%11.70%
20105.25%-11.51%11.23%10.62%
2009-11.12%15.94%15.44%5.98%
2008-9.55%-2.83%-8.54%-22.06%
20070.50%6.15%1.88%-3.49%
20064.10%-1.54%5.54%6.65%
2005-2.19%1.21%3.50%1.97%
20041.61%1.61%-1.95%9.08%
2003-3.15%15.21%2.39%12.05%
20020.20%-13.55%-17.44%8.23%
2001-11.90%5.71%-14.68%10.54%
20002.11%-2.75%-1.12%-7.87%
19994.75%6.67%-6.41%14.55%

Rank In Category (By Total Return)

YTD31
1-Month51
3-Month36
1-Year39
3-Year33
5-Year35

Load Adjusted Returns

1-Year37.40%
3-Year8.61%
5-Year14.79%
10-Year12.53%