Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GRISX (NATIONWIDE S&P 500 INDEX FUND INSTITUTIONAL SERVICE CLASS) | 11.19% | 28.15% | 22.21% | 12.50% | 14.69% | 13.89% | 10.47% | … | … |
Data as of 06/04/2026, Common starting date is 12/15/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRISX (NATIONWIDE S&P 500 INDEX FUND INSTITUTIONAL SERVICE CLASS) | 12/15/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 28.15 | 22.21 | 12.50 | 14.69 | 13.89 | 10.47 | … | … | 11.19 | 17.41 | 24.46 | 25.78 | -18.84 | 23.01 | 17.92 | 30.94 | -3.84 | 21.36 | 11.53 | 0.73 | 13.12 | 32.03 | 15.53 | 1.63 | 14.61 | 24.37 | -38.57 | 2.16 | 15.36 | 4.16 | 8.87 | 28.03 | -22.59 | -12.16 | -9.53 | 19.60 | 5.73 |
| Sharpe Ratio | NA | 2.24 | 1.32 | 0.60 | 0.72 | NA | NA | … | … | 1.99 | 0.78 | 1.65 | 1.71 | -0.84 | 1.74 | 0.51 | 2.35 | -0.31 | 3.08 | 0.86 | 0.04 | 1.14 | 2.88 | 1.23 | 0.07 | 0.80 | 0.89 | -0.96 | -0.06 | 1.20 | 0.19 | 0.71 | 1.61 | -0.92 | -0.69 | -0.63 | 0.91 | 17.45 |
| Standard Deviation(%) | NA | 11.89 | 14.80 | 16.90 | 18.11 | NA | NA | … | … | 13.51 | 18.62 | 12.67 | 13.09 | 24.19 | 13.22 | 34.64 | 12.52 | 17.05 | 6.75 | 13.10 | 15.54 | 11.46 | 11.11 | 12.70 | 23.45 | 18.22 | 27.24 | 40.91 | 15.91 | 10.01 | 10.20 | 11.09 | 16.95 | 25.91 | 21.49 | 21.92 | 17.88 | 14.62 |
| Draw Down(%) | NA | 8.95 | 18.78 | 26.46 | 33.84 | NA | NA | … | … | 8.95 | 18.78 | 8.47 | 10.03 | 24.75 | 5.30 | 33.84 | 6.68 | 18.66 | 2.61 | 10.33 | 12.14 | 7.31 | 5.63 | 9.63 | 18.86 | 15.74 | 27.24 | 48.58 | 9.92 | 7.49 | 7.37 | 8.10 | 13.84 | 33.33 | 29.09 | 16.65 | 11.99 | 1.01 |
| Yield(%) | 0.00 | 5.60 | 4.18 | 2.84 | 6.19 | 8.09 | 6.26 | … | … | 0.11 | 5.68 | 3.20 | 1.54 | 0.99 | 1.03 | 1.47 | 7.69 | 14.95 | 7.57 | 7.82 | 10.81 | 5.86 | 10.87 | 3.00 | 2.29 | 1.64 | 0.76 | 0.00 | 0.42 | 2.00 | 1.86 | 0.00 | 1.29 | 0.91 | 0.78 | 1.99 | 0.82 | 0.25 |
Data as of 06/04/2026, Common starting date is 12/15/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRISX (NATIONWIDE S&P 500 INDEX FUND INSTITUTIONAL SERVICE CLASS) |
-16.78%
Feb 2006 – Feb 2009 |
-8.23%
Feb 2004 – Feb 2009 |
-4.55%
Feb 1999 – Feb 2009 |
2.78%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRISX (NATIONWIDE S&P 500 INDEX FUND INSTITUTIONAL SERVICE CLASS) |
24.44%
Feb 2009 – Feb 2012 |
22.18%
Feb 2009 – Feb 2014 |
16.25%
Sep 2011 – Sep 2021 |
15.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart