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Nationwide Ziegler Wisconsin Tax-Exempt Fund;A

Ranked 15 out of 89 in Other States Municipal Debt Funds over 12 months

All calculations are in USD unless stated

The Fund seeks to provide investors with a high level of current income that is exempt from federal income tax and Wisconsin personal income tax. To pursue its goal, the Fund invests primarily in municipal bonds and other debt securities that pay interest that is exempt from federal income tax and Wisconsin income tax.

sector performance

Other States Municipal Debt Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 0.3% 1.9%
2017 0.4% 0.6% 0.5% 0.0% -0.7%
2016 0.8% 1.4% 2.2% 0.4% -3.2%
2015 0.4% 0.1% -1.5% 0.6% 1.1%
2014 5.6% 3.0% 1.2% 0.6% 0.6%
2013 -5.0% 0.4% -2.1% -2.5% -0.8%
2012 3.8% 1.0% 1.5% 1.5% -0.2%
2011 8.8% 0.1% 3.4% 3.2% 1.8%
2010 1.7% 1.1% 1.6% 3.1% -3.9%
2009 10.9% 3.4% 1.6% 6.3% -0.7%
2008 -3.2% -0.6% 0.5% -3.2% 0.1%
2007 2.5% 0.5% -0.6% 1.7% 0.9%
2006 3.9% 0.0% -0.1% 3.1% 0.8%
2005 2.6% -0.2% 2.5% -0.4% 0.7%
2004 3.6% 1.2% -1.6% 3.0% 1.0%
2003 4.6% 1.3% 2.2% -0.1% 1.1%
2002 9.3% 0.6% 3.8% 4.4% 0.2%
2001 4.6% 2.4% 0.5% 2.4% -0.9%
2000 9.7% 2.5% 0.5% 2.5% 3.9%
1999 -3.8% 1.1% -1.8% -1.1% -2.0%
1998 5.4% 1.0% 1.5% 2.5% 0.4%
1997 8.7% -0.4% 3.6% 2.7% 2.7%
1996 3.2% -1.8% 0.6% 2.3% 2.2%
1995 16.3% 7.3% 2.2% 1.7% 4.3%
1994 -0.1% -3.5%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date13/06/1994
  • Share Class size57Mn
  • Base currencyUSD
  • ISINUS63868C7974

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.35%
  • Initial investment0