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NWHVX: NATIONWIDE GENEVA MID CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 10.2 0.19(1.83%) June 05
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (1%) |
| Start Date: | 09/17/2013 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 6.97% |
| Expenses | 0.78% |
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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(%) | -1.1 | -4.7 | -9.9 | 6.7 | -10.2 | 1.7 | 2.7 | -2.4 | 9.9 | 27.7 | -47.7 | -8.7 | 23.4 | 30.0 | -3.0 | 23.1 | 2.2 | 3.0 | 4.5 | 6.6 |
| Sharpe Ratio | NA | -0.76 | -0.86 | 0.16 | -0.44 | 0.0 | 0.06 | -0.3 | 0.45 | 0.81 | -1.16 | -0.27 | 0.66 | 2.1 | -0.25 | 2.59 | 0.13 | 0.2 | 0.34 | 2.09 |
| Draw Down(%) | NA | 14.6 | 17.8 | 19.8 | 62.9 | 62.9 | 62.9 | 16.8 | 8.2 | 15.5 | 48.5 | 30.0 | 35.0 | 7.4 | 22.2 | 4.2 | 12.4 | 10.7 | 9.8 | 3.2 |
| Standard Deviation(%) | NA | 17.1 | 14.5 | 21.6 | 29.1 | 25.0 | 23.2 | 17.7 | 13.9 | 30.1 | 42.3 | 32.6 | 34.8 | 13.5 | 17.4 | 8.7 | 15.0 | 15.3 | 13.5 | 11.8 |
| Treynor Ratio | NA | -0.17 | -0.17 | 0.04 | -0.15 | 0.0 | 0.02 | -0.07 | 0.07 | 0.23 | -0.55 | -0.13 | 0.24 | 0.32 | -0.05 | 0.24 | 0.02 | 0.03 | 0.05 | 0.26 |
| Alpha | NA | -0.08 | -0.07 | -0.02 | -0.06 | -0.03 | -0.02 | -0.04 | -0.02 | 0.02 | -0.12 | -0.07 | -0.03 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.76 | 0.75 | 0.86 | 0.84 | 0.89 | 0.89 | 0.76 | 0.85 | 1.07 | 0.89 | 0.65 | 0.95 | 0.9 | 0.93 | 0.96 | 0.91 | 0.94 | 0.94 | 0.95 |
| RSquared | NA | 0.74 | 0.71 | 0.49 | 0.42 | 0.59 | 0.62 | 0.83 | 0.85 | 0.35 | 0.52 | 0.16 | 0.95 | 0.85 | 0.95 | 0.81 | 0.92 | 0.94 | 0.92 | 0.91 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 7.2 | 12.0 | 17.2 | 0.0 | 0.0 | 0.0 | 20.8 | 26.8 | 12.6 | 8.6 | 12.4 | 14.1 | 5.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -39.7 | -27.4 | N/A | N/A | N/A | -100.0 | -46.5 | 137.6 | 40.1 | -37.8 | -20.4 | 168.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/16/2013
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