Nationwide Geneva Small Cap Growth Fund (NWKDX)
The fund seeks to invest, under normal market conditions, in common stocks of publicly traded companies that the subadviser believes demonstrate, at the time of a stock's purchase, strong growth characteristics such as a leadership position in the relevant industry, a sustainable advantage, strong earnings growth potential and experienced management. It will invest at least 80% of its net assets in small-cap companies.
Fund Info
US63868B6589
Jun 12, 2009
$50,000
Small-Cap
Growth
Expense Ratio
NWKDX has a high expense ratio of 0.94%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Nationwide Geneva Small Cap Growth Fund (NWKDX) returned -5.09% year-to-date (YTD) and -1.78% over the past 12 months. Over the past 10 years, NWKDX returned 6.18% annually, underperforming the S&P 500 benchmark at 10.79%.
NWKDX
-5.09%
5.95%
-11.70%
-1.78%
6.65%
6.18%
^GSPC (Benchmark)
0.60%
9.64%
-0.54%
11.47%
15.67%
10.79%
Monthly Returns
The table below presents the monthly returns of NWKDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.34% | -7.86% | -4.80% | -0.05% | 4.77% | -5.09% | |||||||
| 2024 | -1.43% | 5.73% | 2.60% | -6.15% | 5.16% | 0.05% | 7.92% | 0.14% | 0.79% | -2.45% | 10.87% | -10.76% | 10.99% |
| 2023 | 9.99% | -1.76% | 0.20% | -0.10% | -1.41% | 7.23% | 0.48% | -0.78% | -6.03% | -7.21% | 8.07% | 9.39% | 17.50% |
| 2022 | -12.15% | -1.96% | -0.08% | -9.74% | -0.14% | -3.50% | 9.94% | -4.37% | -9.24% | 8.89% | 4.55% | -8.76% | -25.81% |
| 2021 | 1.11% | 2.49% | -0.59% | 4.95% | -2.81% | 2.81% | 1.87% | 1.18% | -4.90% | 5.41% | -3.49% | -4.18% | 3.22% |
| 2020 | 1.04% | -5.20% | -16.13% | 12.20% | 11.78% | 3.65% | 4.53% | 1.60% | -4.13% | 2.65% | 13.19% | 6.92% | 32.09% |
| 2019 | 9.85% | 6.78% | -1.56% | 4.65% | -4.27% | 6.07% | 2.37% | -3.09% | -1.68% | 0.96% | 5.10% | -1.06% | 25.65% |
| 2018 | 4.77% | -1.41% | 2.26% | -0.09% | 4.96% | 1.04% | 1.45% | 10.12% | -0.68% | -11.86% | 2.55% | -16.76% | -6.56% |
| 2017 | 1.78% | 3.88% | 0.60% | 1.93% | 0.74% | 2.29% | 0.73% | -0.67% | 6.20% | 1.72% | 2.59% | -5.73% | 16.78% |
| 2016 | -6.30% | -1.88% | 7.43% | -0.49% | 2.53% | 1.68% | 1.70% | 2.83% | -0.11% | -5.19% | 8.20% | 0.76% | 10.64% |
| 2015 | -2.17% | 7.74% | 2.73% | -2.00% | 1.42% | 3.17% | 4.12% | -4.83% | -2.97% | 4.20% | 2.50% | -8.05% | 4.85% |
| 2014 | -1.69% | 0.77% | -2.35% | -4.89% | -2.15% | 4.96% | -4.80% | 3.16% | -1.80% | 5.26% | -0.69% | -4.29% | -8.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NWKDX is 17, meaning it’s performing worse than 83% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nationwide Geneva Small Cap Growth Fund (NWKDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Nationwide Geneva Small Cap Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Nationwide Geneva Small Cap Growth Fund was 38.20%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current Nationwide Geneva Small Cap Growth Fund drawdown is 19.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.2% | Nov 10, 2021 | 151 | Jun 16, 2022 | — | — | — |
| -35.59% | Sep 17, 2018 | 381 | Mar 23, 2020 | 89 | Jul 29, 2020 | 470 |
| -23.55% | Aug 6, 2015 | 131 | Feb 11, 2016 | 209 | Dec 8, 2016 | 340 |
| -16.1% | Nov 29, 2013 | 219 | Oct 13, 2014 | 172 | Jun 19, 2015 | 391 |
| -10.82% | Feb 16, 2021 | 13 | Mar 4, 2021 | 124 | Aug 30, 2021 | 137 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...