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Nationwide S&P 500 Index Instl Svc (GRISX)
At close: 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 25.24% |
| 5y Average Return | 15.38% |
| Number of Years Up | 19 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 6, 2024) | 31.84% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 31.84% |
| Worst 3Y Total Return | 7.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
GRISX
Category
- YTD
- 20.51%
- 5.31%
- 1-Month
- -0.95%
- -4.19%
- 3-Month
- 3.55%
- 3.90%
- 1-Year
- 37.40%
- 20.31%
- 3-Year
- 8.61%
- 6.48%
- 5-Year
- 14.79%
- 11.78%
- 10-Year
- 12.53%
- 10.96%
- Last Bull Market
- 25.91%
- 25.56%
- Last Bear Market
- -16.19%
- -15.11%
Annual Total Return (%) History
Year
GRISX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.43% | 4.15% | 5.78% | -- |
| 2023 | 7.42% | 8.57% | -3.38% | 11.62% |
| 2022 | -4.73% | -16.19% | -4.96% | 7.40% |
| 2021 | 6.09% | 8.43% | 0.48% | 10.92% |
| 2020 | -19.73% | 20.51% | 8.81% | 12.06% |
| 2019 | 13.55% | 4.21% | 1.56% | 8.96% |
| 2018 | -0.87% | 3.32% | 7.58% | -13.61% |
| 2017 | 5.95% | 2.97% | 4.35% | 6.57% |
| 2016 | 1.27% | 2.32% | 3.81% | 3.69% |
| 2015 | 0.90% | 0.12% | -6.51% | 6.93% |
| 2014 | 1.71% | 5.12% | 1.01% | 4.79% |
| 2013 | 10.47% | 2.81% | 5.13% | 10.41% |
| 2012 | 12.44% | -2.86% | 6.28% | -0.47% |
| 2011 | 5.79% | -0.07% | -13.93% | 11.70% |
| 2010 | 5.25% | -11.51% | 11.23% | 10.62% |
| 2009 | -11.12% | 15.94% | 15.44% | 5.98% |
| 2008 | -9.55% | -2.83% | -8.54% | -22.06% |
| 2007 | 0.50% | 6.15% | 1.88% | -3.49% |
| 2006 | 4.10% | -1.54% | 5.54% | 6.65% |
| 2005 | -2.19% | 1.21% | 3.50% | 1.97% |
| 2004 | 1.61% | 1.61% | -1.95% | 9.08% |
| 2003 | -3.15% | 15.21% | 2.39% | 12.05% |
| 2002 | 0.20% | -13.55% | -17.44% | 8.23% |
| 2001 | -11.90% | 5.71% | -14.68% | 10.54% |
| 2000 | 2.11% | -2.75% | -1.12% | -7.87% |
| 1999 | 4.75% | 6.67% | -6.41% | 14.55% |
Rank in Category (By Total Return)
| YTD | 31 |
| 1-Month | 51 |
| 3-Month | 36 |
| 1-Year | 39 |
| 3-Year | 33 |
| 5-Year | 35 |
Load Adjusted Returns
| 1-Year | 37.40% |
| 3-Year | 8.61% |
| 5-Year | 14.79% |
| 10-Year | 12.53% |
Performance & Risk
| YTD Return | 25.24% |
| 5y Average Return | 15.38% |
| Rank in Category (ytd) | 31 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Nationwide |
| Net Assets | 1.59B |
| YTD Return | 20.51% |
| Yield | 0.92% |
| Morningstar Rating | |
| Inception Date | Jan 30, 2007 |
Fund Summary
The fund employs a “passive” management, or indexing, approach, which seeks to match approximately the performance of the S&P 500 Index before the deduction of Fund expenses. The S&P 500 Index includes approximately 500 stocks of large U.S. companies in a wide range of businesses. The fund does not necessarily invest in all of the securities included in the S&P 500 Index or in the same weightings.
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