Nationwide Loomis All Cap Growth Fund (NWZNX)
Under normal circumstances, the fund will invest in equity securities, primarily common stocks, issued by companies of any size. It normally will invest across a wide range of sectors and industries, using a growth style of equity management that emphasizes companies with sustainable competitive advantages versus others, long-term structural growth drivers that the subadviser believes will lead to above-average future cash flow growth, attractive cash flow returns on invested capital, and management teams focused on creating long-term value for shareholders.
Fund Info
US63868D3089
May 31, 2017
$50,000
Large-Cap
Growth
Expense Ratio
NWZNX has a high expense ratio of 1.07%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Nationwide Loomis All Cap Growth Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Nationwide Loomis All Cap Growth Fund had a return of 5.68% year-to-date (YTD) and 21.15% in the last 12 months.
NWZNX
5.68%
4.70%
8.68%
21.15%
8.29%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of NWZNX, 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 | 4.22% | 5.68% | |||||||||||
| 2024 | 1.85% | 8.70% | 1.44% | -6.76% | 4.26% | 7.24% | -1.31% | 2.10% | 4.32% | 0.05% | 8.54% | -8.44% | 22.39% |
| 2023 | 13.00% | -2.88% | 7.79% | 0.00% | 5.21% | 5.57% | 5.27% | -2.16% | -6.57% | -3.59% | 12.07% | -1.82% | 34.13% |
| 2022 | -7.36% | -4.25% | 2.51% | -14.63% | -3.09% | -7.06% | 11.76% | -4.24% | -9.31% | 4.96% | 8.09% | -13.34% | -33.28% |
| 2021 | -2.47% | 2.65% | 2.76% | 5.38% | 0.55% | 4.25% | 1.32% | 3.29% | -6.78% | 5.05% | -1.19% | -8.42% | 5.42% |
| 2020 | 0.38% | -4.89% | -7.96% | 12.14% | 6.54% | 3.80% | 5.21% | 8.70% | -4.13% | -2.18% | 8.34% | 0.73% | 27.55% |
| 2019 | 9.59% | 3.79% | 2.09% | 5.70% | -7.49% | 7.83% | 0.24% | -2.98% | -0.71% | 1.84% | 4.84% | 2.12% | 28.92% |
| 2018 | 8.41% | -3.35% | -3.21% | -0.35% | 3.77% | 0.27% | 2.53% | 3.70% | -0.55% | -8.53% | 4.88% | -15.74% | -10.12% |
| 2017 | 0.30% | 3.39% | 1.83% | 1.14% | 2.81% | 3.10% | 0.15% | 13.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NWZNX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Nationwide Loomis All Cap Growth Fund (NWZNX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Nationwide Loomis All Cap Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.03 | $0.05 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 0.30% | 0.42% |
Monthly Dividends
The table displays the monthly dividend distributions for Nationwide Loomis All Cap Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.01 | $0.02 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.03 |
| 2017 | $0.05 | $0.05 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Nationwide Loomis All 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 Loomis All Cap Growth Fund was 43.64%, occurring on Dec 28, 2022. Recovery took 468 trading sessions.
The current Nationwide Loomis All Cap Growth Fund drawdown is 7.99%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -43.64% | Nov 9, 2021 | 286 | Dec 28, 2022 | 468 | Nov 7, 2024 | 754 |
| -26.7% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -24.93% | Aug 30, 2018 | 80 | Dec 24, 2018 | 137 | Jul 12, 2019 | 217 |
| -14.79% | Dec 12, 2024 | 21 | Jan 14, 2025 | — | — | — |
| -10.76% | Jan 29, 2018 | 9 | Feb 8, 2018 | 115 | Jul 25, 2018 | 124 |
Volatility
Volatility Chart
The current Nationwide Loomis All Cap Growth Fund volatility is 5.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.