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Nationwide Destination 2025 Instl Svc (NWHSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
8.81+0.07 (+0.80%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.58%
5-Year Average Return4.91%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Nov 5, 2024)24.17%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return24.17%
Worst 3-Yr Total Return0.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNWHSXCategory
YTD6.71%6.61%
1-Month-2.03%0.92%
3-Month0.99%4.66%
1-Year17.75%21.54%
3-Year0.59%10.23%
5-Year4.87%9.75%
10-Year5.19%7.82%
Last Bull Market13.53%16.61%
Last Bear Market-10.20%-14.25%

Annual Total Return (%) History

Year
NWHSXCategory
2024
N/AN/A
2023
12.06%N/A
2022
-15.49%N/A
2021
8.76%N/A
2020
11.65%11.84%
2019
18.65%18.25%
2018
-6.31%-5.34%
2017
14.21%14.67%
2016
8.37%6.73%
2015
-1.70%-1.59%
2014
4.27%5.07%
2013
17.33%15.30%
2012
13.64%13.03%
2011
-2.53%-2.06%
2010
13.71%13.29%
2009
24.17%28.32%
2008
-29.71%-34.15%
2007
N/A6.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.89%0.79%5.04%N/A
20234.62%2.15%-2.93%8.02%
2022-5.88%-10.20%-5.10%5.35%
20211.42%4.53%-0.46%3.07%
2020-13.55%13.24%4.51%9.13%
20198.78%2.99%0.85%5.01%
2018-0.90%0.89%2.83%-8.87%
20174.20%2.55%3.20%3.57%
20161.02%2.16%3.45%1.51%
20152.43%-0.16%-6.57%2.89%
20141.72%3.76%-2.89%1.73%
20136.10%-0.73%5.92%5.16%
20127.72%-1.99%5.22%2.31%
20114.40%0.29%-12.21%6.04%
20103.58%-7.69%10.34%7.77%
2009-9.19%15.51%14.08%3.77%
2008-5.19%-0.68%-9.49%-17.53%
2007-1.48%N/AN/AN/A

Rank In Category (By Total Return)

YTD94
1-Month38
3-Month80
1-Year92
3-Year89
5-Year85

Load Adjusted Returns

1-Year17.75%
3-Year0.59%
5-Year4.87%
10-Year5.19%