Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
GMRAX (NATIONWIDE SMALL CAP INDEX FUND CLASS A) | 2.76% | -1.06% | 7.35% | 7.43% | 6.13% | 8.98% | 6.45% | 6.41% |
Data as of 07/23/2025, AR inception is 12/29/1999
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
GMRAX (NATIONWIDE SMALL CAP INDEX FUND CLASS A) | 12/29/1999 | 07/23/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 2.47 | -1.06 | 7.35 | 7.43 | 6.13 | 8.98 | 6.45 | 6.41 | 2.76 | 7.04 | 16.23 | -21.38 | 7.06 | 19.58 | 24.88 | -10.71 | 14.21 | 20.82 | -4.95 | 4.46 | 38.42 | 15.90 | -4.74 | 26.70 | 26.33 | -35.19 | -5.33 | 17.32 | 4.35 | 17.75 | 45.44 | -20.94 | 1.68 | -6.24 | 1.40 |
Sharpe Ratio | NA | -0.16 | 0.22 | 0.22 | 0.18 | NA | NA | 0.20 | -0.05 | 0.02 | 0.60 | -0.81 | 0.32 | 0.45 | 1.46 | -0.67 | 1.12 | 1.12 | -0.30 | 0.27 | 2.59 | 0.94 | -0.14 | 1.05 | 0.73 | -0.77 | -0.41 | 0.69 | 0.14 | 0.94 | 2.39 | -0.87 | -0.03 | -0.33 | 21.16 |
Standard Deviation(%) | NA | 24.74 | 22.70 | 23.27 | 23.67 | NA | NA | 24.70 | 26.04 | 21.12 | 20.06 | 28.15 | 22.07 | 43.26 | 16.10 | 18.01 | 12.16 | 18.41 | 16.68 | 16.36 | 14.80 | 17.05 | 33.25 | 25.30 | 36.02 | 46.49 | 20.32 | 20.40 | 15.98 | 17.81 | 18.72 | 25.27 | 23.45 | 30.85 | 22.35 |
Draw Down(%) | NA | 30.18 | 30.18 | 36.37 | 41.78 | NA | NA | 61.27 | 23.89 | 12.17 | 18.09 | 27.16 | 15.27 | 41.78 | 9.62 | 26.44 | 6.37 | 15.94 | 16.06 | 12.94 | 5.36 | 12.73 | 29.23 | 20.12 | 33.20 | 49.36 | 14.14 | 14.06 | 11.54 | 14.53 | 12.90 | 36.88 | 26.76 | 29.34 | 0.30 |
Yield(%) | 0.00 | 1.51 | 1.21 | 1.10 | 6.59 | 9.15 | 6.41 | 6.74 | 0.19 | 1.49 | 1.16 | 0.62 | 0.44 | 0.67 | 8.54 | 28.38 | 17.26 | 8.32 | 10.68 | 7.67 | 8.37 | 5.64 | 3.69 | 1.21 | 0.76 | 0.61 | 2.99 | 9.93 | 5.01 | 4.79 | 2.88 | 0.58 | 0.69 | 0.99 | 0.00 |
Data as of 07/23/2025, AR inception is 12/29/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GMRAX (NATIONWIDE SMALL CAP INDEX FUND CLASS A) |
-19.75%
Feb 2006 - Feb 2009 |
-8.12%
Feb 2004 - Feb 2009 |
0.71%
Feb 2000 - Feb 2010 |
4.92%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
GMRAX (NATIONWIDE SMALL CAP INDEX FUND CLASS A) |
28.94%
Feb 2009 - Feb 2012 |
26.14%
Feb 2009 - Feb 2014 |
16.21%
Feb 2009 - Feb 2019 |
12.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart