Nasdaq - Delayed Quote USD
Nationwide Bailard Tech & Sci R6 (NWHTX)
At close: 8:00 PM EDT
Fund Summary
The fund will, under normal market conditions, invest its assets primarily in common stocks located in the United States and abroad that the subadviser believes have superior sales and earnings growth potential, but at a reasonable price. It will invest at least 80% of its net assets in established companies in the technology and science sectors.
Risk Overview
Morningstar Risk Rating | |
Best 1Y Total Return | 62.87% |
Worst 1Y Total Return | -- |
Number of Years Up | 8 |
Number of Years Down | 2 |
Performance & Risk
YTD Return | 27.58% |
5y Average Return | 20.83% |
Rank in Category (ytd) | 22 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.29 |
Morningstar Risk Rating |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
NWHTX | Category Average | NWHTX | Category Average | NWHTX | Category Average | |
Alpha | 2.35 | 0.1 | 6.88 | 0.11 | 7.05 | 0.08 |
BETA | 1.29 | 0.01 | 1.18 | 0.01 | 1.18 | 0.01 |
Mean Annual Return | 1.09 | 0.02 | 1.82 | 0.02 | 1.56 | 0.02 |
R-squared | 74.88 | 0.75 | 77.46 | 0.69 | 76.97 | 0.69 |
Standard Deviation | 24.67 | 0.24 | 23.28 | 0.2 | 19.96 | 0.19 |
Sharpe Ratio | 0.38 | 0.01 | 0.83 | 0.01 | 0.85 | 0.01 |
Treynor Ratio | 5.17 | 0.23 | 15.67 | 0.25 | 13.77 | 0.17 |
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